Assign your first cleaners
Place your cleaners on upcoming cleanings: with the proposal for the day, which you approve, or by hand from the calendar.
Assigning means saying which cleaner does which cleaning. There are two ways to do it: the proposal for the day places the whole team on one day and you approve it, or you choose the cleaner yourself, job by job, from the calendar. Allow about 3 minutes for a first day.
Before you start, invite your team and check the automatic creation of cleanings. Then see how to split a cleaning between several cleaners.
Open the proposal for the day
Step by step
- 1
Open the “Get started” guide.
- 2
In the “Cleaners” card, find the “Assignment” step.
- 3
Click Do it now. The “Proposal for the day” page opens on tomorrow.
Generate and approve the proposal
Step by step
- 1
Choose the day with the arrows around the date, or click the date to open the calendar.
- 2
Click Generate. A message confirms it, for example “Proposal generated: 12 jobs. Nothing is saved yet.”
- 3
Read the banner: “Ready to approve”, or for example “2 decisions to make before approving”.
- 4
In the “Decisions to make” column, click the solution that suits you, for example “Give to Julie at 10:30”. The card switches to settled.
- No solution suits you? Click “Choose someone else”: green, it fits; orange, it fits at a cost; red, it is impossible.
- 5
Click ✓ Approve proposal. A message gives the number of jobs assigned, for example “12 job(s) assigned.”
- Decisions left? The “2 decisions left to make” window opens. Approve anyway saves the rest; jobs with no solution stay without anyone.
Each type of decision, the timeline and the settings are explained in the proposal for the day.
Assign by hand from the calendar
For a single job, or to correct a day that is already approved.
Step by step
- 1
Open the Calendar menu. In the guide, the “Assign from the calendar” link also leads there.
- 2
Click the job. Its details open.
- 3
In the “Cleaners” card, click in the “Search or choose a cleaner…” field.
- 4
Type or choose the cleaner's name. The message “Cleaners saved.” appears: it is saved straight away.
- 5
To remove a cleaner, click the cross next to their name.
In the list, a note may follow the person's name:
| Note | What it means |
|---|---|
| “(invitation pending)” | The person has not activated their account yet |
| “(unavailable that day)” | They are on leave that day |
| “(document expired)” | One of their mandatory documents has expired |
| “(outside scope)” | The property is outside their scope: they will not see the job |
Check that the step is done
Step by step
- 1
Reopen the “Get started” guide.
- 2
Read the note under the “Assignment” step, in the “Cleaners” card.
| Note | What it means |
|---|---|
| “No upcoming jobs yet” | There is no cleaning to assign yet |
| “5 upcoming jobs, none assigned” | Cleanings are waiting for a cleaner |
| “5 jobs assigned” | The step is done. The button becomes “Review” and opens the calendar |
Frequently asked questions
Do I have to use the proposal every day?
No. For a few jobs, the calendar is enough. The proposal is useful when you have to place a whole team while taking journeys, sectors and each person's hours into account.
Are the cleaners told?
Yes. A cleaner added to a job, or removed from a job, is notified.
Can I assign a person who has not activated their account yet?
Yes. They appear in the list with the note “(invitation pending)”.
How do I undo an approval?
On a computer, open the proposal for the day concerned, click “⋯” (More actions), then “Remove application”. The approved jobs go back to having nobody; their times are kept.
Can I put several cleaners on the same cleaning?
Yes. Add each cleaner in the “Cleaners” card of the job, then see split a cleaning to give each of them their share of the time.