Getting started - Sweeply Hjælpecenter

Learn how Sweeply’s main records and workflows fit together, then prepare your operational data and create your first order or subscription.

Understand Sweeply

Learn how customers, orders, subscriptions, planning, and invoicing work together.

Confirm that the operational data and settings your team relies on are ready.

Add one customer visit and take it through planning and completion.

Set up recurring work that generates future orders.

Understand how customers, properties, services, orders, and subscriptions fit together.
Confirm that every planning team member has availability, a start location, and the services they can perform.
Add customers and properties, or arrange an assisted data migration.
Review notification settings before visits enter the notification window.
Connect accounting before completing orders that should create invoices.
Create and plan a test order before moving all work into Sweeply.

Use the detailed articles in each section when you need to complete a specific task or understand an operational rule.

Set up Sweeply, plan recurring field work, communicate with customers, and keep invoicing and payments connected.

Understand the operating workflow from customer setup to planning, completion, invoicing, and payment.

Use this checklist before moving active customer work into Sweeply.

Plan an assisted migration of customers, service addresses, and subscriptions with Sweeply.

Create, plan, carry out, and complete one customer visit.

Set up recurring customer work and generate future orders on the correct cadence.

Last modified on August 28, 2026