Quickstart
Sign up, invite your crew, and clock in your first time entry in under 10 minutes. The fastest path from a fresh Klees account to a working field-ops setup.
Updated May 29, 2026
Klees is built so an operator can go from a fresh signup to a working time-entry on a real job site in under ten minutes. By the end of this guide you will have an account, a crew, a job with a geofence, and at least one clock-in on the books.
If you prefer a guided walkthrough, the Klees onboarding team runs free 20-minute setup sessions on every plan — see pricing. Most teams self-serve through these seven steps.
1. Create your account
Head to the Klees signup page and pick a plan. Standard at $32/month plus $7 per user covers most crews under 25 people. Pro adds advanced job costing, the Live Map, and PinShot. Enterprise is a flat $600/month for 100 seats with SSO/SAML.
You will be asked for company name and industry, default language (EN/ES/PT), timezone, and billing details. A 30-day trial is included. After signup you land on the dashboard with a setup checklist on the right.
2. Set your company defaults
Before adding people or jobs, lock in the defaults that everything inherits. Open Settings → Company.
- Workweek start — most U.S. crews use Monday; many cleaning operators run Sunday-start
- Overtime rule — Federal, California, or custom by state
- Lunch deduction — 30 or 60 minutes after a configurable shift length, or off
- Break policy — paid vs unpaid, max duration
- GPS precision — standard (10m) or high (5m, Pro and Enterprise only)
These defaults flow into every job and shift. You can override per-job later — see Jobs and Customers.
3. Invite your crew
From People → Invite, paste email addresses or phone numbers, one per line. Klees sends a bilingual invite (the recipient picks their language on first open). For each invitee, set a role:
- Owner — full access, billing
- Admin — full access except billing
- Manager — scheduling, reports, payroll export
- Foreman — crew clock-in, job notes, daily log
- Crew — clock self in and out, view own schedule
For the full role matrix see Roles and Permissions.
4. Create your first job
Open Jobs → New Job. At minimum, give the job a name and an address. Klees will geocode the address and propose a default 50-meter geofence — adjust the radius by dragging the circle on the map.
Optional but recommended on the first job:
- Attach a customer (create one inline if needed)
- Add 2–3 cost codes — for example
01-LABOR,02-MATERIAL,03-CLEANUP - Set a budget in hours or dollars so the dashboard can show budget vs actual
Full job setup details live in Jobs and Customers.
5. Publish a shift (optional)
If your crew is on a known schedule, drop a shift onto the weekly grid in Schedule and click Publish — Klees pushes a mobile notification in the recipient’s language. See Scheduling. If you prefer on-demand clock-in, that works too.
6. Clock in your first time entry
Have a crew member open the Klees app. The assigned job appears at the top. Tap Clock In, allow location and camera permissions, and Klees captures GPS, a PinShot selfie (on Pro/Enterprise — see PinShot), and the job, cost code, and timestamp.
If the user is outside the geofence, Klees prompts a confirmation rather than blocking — outside-fence punches show up in red on reports.
7. Review and approve
Open Timesheets. The first entry sits in Pending. Click in, review the time, GPS, and PinShot if enabled, and tap Approve. Approved time flows into the next payroll export.
That is the end-to-end loop. Common next steps: connect payroll (Payroll Integrations), turn on the Live Map for dispatch (Live Map), and configure language defaults (Languages and Localization).
If anything blocked you, Klees support is available in EN, ES, and PT through in-app chat or at [email protected].