Preppify Cleaner Onboarding

CLEANER TRAINING WORKBOOK

Preppify Cleaner Onboarding

A complete start-to-finish guide for new cleaners — from applying to claiming your first job, passing the Certificate of Insurance gate, updating progress with photos, understanding your payout, and earning referral rewards.

Version 1.0Houston, TXGuest Ready. Market Ready.
PART II

Cleaner & Contractor Onboarding

Everything a new cleaner needs to go from first sign-up to first payout — including the Certificate of Insurance gate, claiming and completing jobs, the payout split, referrals, and a printable first-day checklist.

10

Becoming a Cleaner

Applying to join Preppify and what happens next.

Cleaners apply through the public sign-up page. The application is a short three-step form; once submitted, your profile is created with a pending status and your 30-day probation clock starts.

Where to start

Open preppify.base44.app/contractor-signup in your browser, or tap Apply to Join from the site menu.

1

Step 1 — Basic information

Enter your full name, phone, email, a short bio, years of experience, and your desired hourly rate. This is what clients and admins see first.
2

Step 2 — Specialties & areas

Check every service you can perform (standard cleaning, deep cleaning, Airbnb turnover, move in/out, post-construction, office) and the areas you cover (Houston-wide, Sugar Land, Katy, etc.).
3

Step 3 — Availability & consent

Pick the days you can work, then agree to the background check (required to submit). Optionally indicate you already carry liability insurance.
4

Submit

Tap Submit Application. Your profile is saved and you'll see a confirmation screen outlining next steps.

What happens next

We review your application within 24–48 hours, run the background check, schedule a 30-minute onboarding call, and you can be on your first job within about a week.

Use the same email everywhere

The email you apply with is the email you'll sign in with. The portal verifies you by email — no password to remember.
11

Signing In to the Cleaner Portal

Email plus a one-time code. No password, ever.

The Cleaner Portal uses email-based one-time codes instead of passwords. Every sign-in sends a fresh 6-digit code to your email.

1

Open the portal

Go to preppify.base44.app/contractor-portal.
2

Enter your email

Type the email you applied with and tap Send verification code. A 6-digit code is emailed to you.
3

Enter the code

Type the 6-digit code from your email and tap Access portal. If it's correct, you're signed in immediately.
4

Stay signed in

Your session is saved on this device, so you stay logged in between visits. Use Sign Out to end it, or just repeat the steps on a new device.

No password

Because each sign-in uses a fresh code, there's nothing to forget or reset. If a code expires, just request a new one.

Preview work before you sign in

The sign-in screen shows a teaser of available jobs in Houston — you can see how much work is out there before logging in.
12

The COI Gate

Uploading your Certificate of Insurance — and why it controls your ability to claim work.

To claim jobs beyond your probation window, you must upload a valid Certificate of Insurance (COI). Until then, you can work — but only a limited number of jobs during your first 30 days.

What makes a valid COI

  • At least $1,000,000 general liability coverage
  • Preppify named as an additional insured on the certificate
  • An expiry date in the future
  • File format: PDF, PNG, or JPG
1

Find the COI banner

Once signed in, the COI banner sits at the top of your dashboard. It shows your current status and a countdown if you're in probation.
2

Upload your certificate

Tap Upload COI and pick your certificate file. It uploads securely and enters Pending Review.
3

Automated review

Our system auto-checks the coverage limit, named insureds, and expiry date. If it all checks out, an admin confirms and your status flips to Approved.
4

Claim freely

Once approved, the banner reads Insurance Verified and you can claim unlimited jobs — no probation cap.

The 30-day probation window

New cleaners start with a 30-day probation period during which they can claim up to 3 jobs without a COI. After day 30, you must have an approved COI to keep claiming work.

Expiry = automatic suspension

A daily check watches every cleaner's expiry date. 14 days before your COI expires you get a renewal reminder email. On the expiry date your account is automatically suspended — re-upload a renewed certificate to reactivate.

Rejected?

If your certificate is rejected, the reason shows in the banner. Re-upload a corrected certificate and it re-enters review.
13

Claiming & Completing Jobs

Picking up work, updating progress, and submitting completion proof.

1

Browse available jobs

Scroll to the Available Jobs section. Each card shows the service type, bedrooms/baths, neighborhood, schedule, and your payout in green.
2

Claim a job

Tap Claim Job. The job moves into My Jobs and is yours — no one else can take it.
3

Update progress

On the job, tap Update Progress. Drag the slider to set progress (0–100%, in 5% steps) and add an optional note for the client.
4

Upload completion photos

Use the photo area to pick images. These appear as visual proof of your finished work — upload clear before/after shots of every room.
5

Add a walkthrough video (optional)

Tap Add Video to attach a short walkthrough clip.
6

Save the update

Tap Save Update. Your progress and photos sync to the client and to admin in real time.
7

Finish

When the work is done, set progress to 100%. Admin marks the job Completed on their end.

Photos are required proof

Clients and admins rely on your photos to confirm the job is done. Blurry or missing photos slow down your payout — always upload clear, well-lit shots.

Probation counts every claim

Each job you claim counts toward your 3-job probation cap until your COI is approved. Pace yourself or upload your COI early.
14

How You Get Paid

Understanding your payout — the 60/5 split.

You never chase payments — Preppify handles all billing. Your payout is calculated automatically the moment you claim a job and is shown right on the job card.

The math

Your payout = 60% of the job's base price, minus a 5% protection fee retained by Preppify.

Example: a $200 job
60% = $120.00 gross
− 5% = $10.00 protection fee
= $110.00 your payout

1

Read your payout

Every job card in My Jobs and Available Jobs shows your payout figure in green.
2

Track your totals

Your profile summary at the top of the portal shows total jobs, your rating, and total earnings to date.
3

It's locked in at claim time

The payout is stored on the job the moment you claim it — it doesn't change if the price is edited later.

What the 5% protection fee is

It's a service-quality reserve Preppify holds back — not a separate charge billed to you. It's already deducted from the green number you see.

Cash payout is handled off-app

Payouts appear instantly in the app, but the actual transfer to your bank is processed by Preppify per your contractor agreement (outside the app).
15

Referring Other Cleaners

Earn rewards for bringing in new cleaners and customers.

1

Open the referral dashboard

The referral panel sits on your Cleaner Portal below the COI banner.
2

Share your code

Use your referral code or link to invite other cleaners — or customers — to Preppify.
3

They complete a job

When someone you referred completes their first paid job, the system automatically marks the referral Completed.
4

Collect the reward

Rewards are $25 by default (credit), paid out once admin confirms. Track every referral's status here.

Status flow

Each referral moves Pending → Completed → (Paid), or Cancelled if the referred person never books. You'll see the reward amount and payment status for each.
16

First-Day Onboarding Checklist

Print this page and tick each step as you complete it.

Follow these ten steps in order. By the end you'll be a fully onboarded Preppify cleaner with your first job behind you.

1.Submitted my application at the Cleaner Sign-Up page

2.Received approval and completed my onboarding call with Preppify

3.Signed in to the Cleaner Portal with my email + verification code

4.Uploaded my Certificate of Insurance ($1M GL minimum, Preppify named insured)

5.COI approved — or within my 30-day probation window

6.Claimed my first available job

7.Set a progress update and added a note for the client

8.Uploaded completion photos as proof of finished work

9.Reviewed my payout on the job card

10.Referred at least one other cleaner or customer

All ten done?

You're a fully onboarded Preppify cleaner. Welcome to the team — keep claiming jobs, keep your COI current, and earn more by referring others.

Preppify — Guest Ready. Market Ready.

Cleaner Onboarding Guide · Generated from the live app. Re-download this PDF anytime to get the latest version.