Create your checklists
Create the checklists your cleaners follow during the cleaning: ready-made templates, a pasted or written list, settings for each line, instructions, cleaner preview and the time of each checklist.
A checklist is what the cleaner follows on their phone during the cleaning: room by room, with the photos to take. Use this article to create your first checklists, write them, set up each line and say what each checklist is worth in time. Allow 3 minutes with the templates, 15 minutes for a custom checklist.
Do this step after inviting your team and before creating your workflow, which uses the “Standard clean” checklist.
Create the two templates in one click
Step by step
- 1
Open the “Get started” guide, “The essentials” card.
- 2
Open the “Checklists” step.
- 3
Click Do it now. The “Standard clean” and “Deep clean” checklists are created and the step is ticked.
- Does a checklist already have one of these names? It is reused: nothing is created twice.
- 4
Click “Review”. The “Checklists” page opens.
Create a checklist
Step by step
- 1
Open the Tasks › Checklist menu. The table of your checklists is displayed, with for each one its department, its content, its photos, its planned time and its upcoming jobs.
- 2
Click New checklist. The “New checklist” window offers three ways to start.
- 3
Choose the way to start, then the “Department” of the checklist: Cleaning, Inspection, Maintenance or Delivery.
- 4
Click Open in the editor. The checklist opens like a document.
- 5
Enter the “Checklist name”, at the very top.
- 6
Click Save. The message “Checklist saved.” is displayed.
| Way to start | What you get |
|---|---|
| “Start from a template” | A checklist ready to adapt: Standard clean, Deep clean, Full clean, Quality control or Maintenance |
| “Paste a list” | Your own list, copied from Word, Notes or an email. The button becomes “Open with … lines” |
| “Blank checklist” | A blank page: you write the rooms and the tasks |
Write the rooms and the tasks
One line = one task. The checklist is written with the keyboard, like a document.
Step by step
- 1
Click in a line and type the task, for example “Bed made with clean linen”.
- 2
Press “Enter”. A new line is created below.
- 3
Type “/” in the line. The options menu opens: choose the “Line type”.
- 4
Click Save, or press Ctrl / ⌘ + S. The number of unsaved changes, displayed next to the button, gives way to “All saved”.
| You type | What it does |
|---|---|
| “#” at the start of a line | A new room, for example “# Kitchen” |
| “Tab” | The line becomes a subtask. “Shift + Tab” moves it back up |
| “*” at the end | The line is required |
| “/” | The options of the line and the standard rooms (Kitchen, Bathroom, Bedroom…), added with their tasks |
| Alt + ↑ or ↓ | The line or the room moves. You can also drag its handle |
| Alt + Enter | The line settings open |
| Line type | What the cleaner does |
|---|---|
| Checkbox | They tick the box |
| Condition (good / to handle / broken) | They choose Good, To handle or Broken |
| Photo to take | They must add a photo |
| Video to film (60 s max) | They film a video of 60 seconds at most |
| Count (quantity) | They enter a quantity |
| Free text | They write a text |
| Yes / No | They answer Yes or No |
| Rating (1 to 5) | They give a rating from 1 to 5 |
| Count the apartment's linen | They count each linen item planned for the property |
Set up a line
Step by step
- 1
Click a line. Its settings are displayed in the panel, “Line settings” tab.
- 2
Choose the “Line type”.
- 3
Turn on “Required” if the cleaner must not be able to skip the line.
- 4
If needed, under “Depend on an amenity”, choose an amenity. The line only appears in the properties that have this amenity in their sheet.
- 5
Under “Reference photo / video”, click “Add a reference photo or video”. The cleaner sees it in small next to the line.
- 6
Click Save.
Give instructions and see the cleaner preview
Step by step
- 1
Under the checklist name, click the “Instructions” chip.
- 2
Write what the cleaner needs to know before starting, for example “Dirty linen in the blue bag”.
- 3
In the panel, click the Cleaner preview tab. The cleaner's phone is displayed next to the checklist: your instructions are in the “Before you start” block.
- 4
In “Example property”, choose a property to also see the subtasks specific to that property.
- 5
Click Save.
Set the time of the checklists
Each property has the time of its reference cleaning, in its sheet, “Times and prices” tab. The other checklists are set in relation to it.
Step by step
- 1
Above the table of checklists, click Checklist times and prices. The window shows all your checklists.
- In an open checklist, the “Time and price” chip opens the same window.
- 2
Find the checklist marked “Reference”: it is worth 100%.
- 3
For another cleaning checklist, enter its percentage of the reference cleaning, or choose “flat rate”: the same time in all the properties.
- 4
Click Save. The message “Checklist times and prices saved.” is displayed.
Give a checklist's price as a formula
The “…” of a cleaning checklist writes its price as a sentence, for example “2 × the reference time × client's hourly rate + linen from the sheet + consumables from the sheet”.
Step by step
- 1
In Checklist times and prices, click the “…” of the checklist, for example “Deep clean”.
- 2
Set each part:
- List time: a percentage or a number of times the reference time (2: double), or a flat rate: a time and a price typed into the formula.
- An hour is worth: “Client's hourly rate” (client record, Finance › Clients) or “Property's reference price”.
- Linen and Consumables: those from the property sheet × a number, or a fixed amount, the same everywhere. The cross at the end of the line removes them; “Add linen” or “Add consumables” puts them back.
- Add a flat rate: an extra time and price.
- 3
Below the formula, the detailed calculation is shown for an example property. “Change property” shows another one.
- 4
Click Save. Below the checklist name, the formula is repeated in words.
Write the formula with variables, or ask the AI
In the “…”, the “Formula” tab writes the price with the variables of the pricing rules, for example “2 * temps_menage * taux_horaire + linge_de_la_fiche + consommables_de_la_fiche”.
Step by step
- 1
Click the “Formula” tab. The checklist time is still set at the top.
- 2
Write the formula, or click a variable in the list to add it. Next to each variable, its value for the example property.
- 3
Or describe the price in your own words, for example “twice the cleaning time at the hourly rate, plus linen”, then click “Write the formula”: the AI writes it and explains it in one sentence.
- 4
Under the formula, “Formula is valid” gives the price for the example property, or an error to fix. Click “Save”.
See and adjust on all properties
Below the calculation, See on all properties opens a table: client, reference time, time, rate, labour, linen, consumables, price excl. tax and incl. tax for each property. The “Properties” filter accepts several properties.
Step by step
- 1
Click a linen, consumables or price figure and type the property's own. It turns green.
- 2
↺ puts it back on the calculation; “Put everything back on the calculation” does it for all properties.
- 3
Click Save.
Frequently asked questions
What happens if I change a checklist already used by cleanings?
Cleanings already started keep the old version: their ticked boxes and their reports do not change. It can be viewed below the table, in “Previous versions”. Your changes apply to the following cleanings.
Can a checklist be edited on a phone?
No. On a phone, checklists are read-only. To edit them, open this screen on a computer.
How do I replace a whole checklist with a template?
In the open checklist, open the “More actions” menu, at the top, then “Start from a template”. The software asks you to confirm: the lines already written are replaced by those of the template.
My cleaners cannot see the checklist: what should I check?
Two things: that they have accepted their invitation, and that their cleanings do have a checklist, the one chosen in the workflow.
Why does the guide step stay unticked?
It only counts saved and active checklists. Check that you did click “Save”.