Create the property structure sheet
Choose the sections and the cells of each property sheet (access, cleaning, linen, consumables), starting from a template, and check what the cleaner sees.
The structure sheet decides which information is requested for each property: address, access, codes, instructions, linen, consumables. It is then used for the import of your properties, for what the cleaner reads on their job, for linen preparation and for the shared sheet. Use this article to create it, then to adapt it. Allow about 5 minutes.
Do this step after setting up your organisation and before importing your properties.
Open the structure sheet
Step by step
- 1
Open the Properties menu.
- 2
Click Property Sheet Structure. The “Property sheets” window opens in full screen, with three parts: “My structures”, the sections of the chosen structure, and the “What the cleaner sees” preview.
- 3
Read the “Why the property sheet matters” banner, then click “Got it” to close it. The “Why is it important?” link opens it again.
Start from a template
To do the first time you open it, when the sheet is still almost empty.
Step by step
- 1
In the “Why the property sheet matters” banner, click Start from the general sheet. The message “General sheet applied — remove what you do not need, then save.” is displayed.
- 2
For another starting point, click Templates. The three templates are displayed.
- 3
Click the template you want. The message “Template “…” applied — remember to save.” is displayed.
| Template | What it contains |
|---|---|
| General sheet | The recommended starting point: 5 ready-made sections (The property, Access, Cleaning, Linen and consumables, Wi-Fi and equipment), to trim down |
| Blank sheet | The 4 required sections, with only the essential cells |
| Minimal sheet | The essentials for a cleaner: address, access, Wi-Fi, cleaning time |
Adapt the sections and the cells
Step by step
- 1
Click a section to expand it. Its cells are displayed.
- 2
Delete the cells you do not need, with the “Delete the cell” icon at the end of their row.
- 3
Click Add a cell. A “New cell” appears in the section.
- 4
Enter the “Cell name”, for example “Gate code”.
- 5
Choose the “Cell type” from the list.
- 6
To create a section, click Add a section, below the last section. A new section appears: give it a name.
| Setting | What it does |
|---|---|
| “Columns” (section) | The number of cells displayed side by side in the section, from 1 to 5 |
| “Properties concerned” (section) | “All properties”, “Only these properties” or “All except these properties” |
| “Cell type” | Short text, Long text, Number, Quantity / Client-supplied, Drop-down list, Date, Time or Address (suggestions) |
| “Whole row” (cell) | The cell takes up the whole row instead of one column: useful for a long text |
Choose who sees each cell
By default, each cell is visible to everyone. You can reserve it for some departments: Cleaning, Linen, Delivery, Maintenance or Inspection.
Step by step
- 1
Expand a section. Each cell has a badge, for example “Visible to Everyone”.
- 2
Click the cell. Its settings open, with the “Visible to” block.
- 3
Choose Only some departments, then tick the departments that must see the cell.
- 4
For a whole section, click the “Visible to” badge in its header and make the same choice. Its cells follow this setting, except the ones you set separately; “Use the section's setting” brings them back to it. A new cell takes the setting of its section.
- 5
Click Save.
| Who | What they see |
|---|---|
| Cleaning, maintenance or inspection staff | The “Everyone” cells and those of their departments, in “Property details” and in the job's “Access instructions” |
| Delivery driver | In “Delivery driver instructions”: the address, then the cells of the Access section visible to Delivery, then the Wi-Fi cells |
| Client (client area) | Only the “Everyone” cells; they cannot edit the others |
| Administrators and managers | The whole sheet, with the “Visible to: …” marker under the name of reserved cells |
Set up linen and consumables
The “Linen and consumables” section is used to prepare the linen, to deliver and to invoice. It only accepts “Quantity / Client-supplied” rows.
Step by step
- 1
Expand the “Linen and consumables” section.
- 2
Click Add a row. A new row appears.
- 3
Enter the name of the item, for example “Double bed sheets”.
- 4
In “Type”, choose “Linen” or “Consumable”.
Check, then save
Step by step
- 1
In the “What the cleaner sees” preview, choose a “Department”, then click the “Property details” tab. The sheet is displayed as on that department's phone, with example values. The “Hidden for this department” box lists the cells it does not see.
- 2
Click the “Job” tab. Check that the access details and the instructions are clear.
- 3
Click Save, at the top of the window. The message “Sheet structures saved.” is displayed, the window closes and the guide step is ticked.
- “Cancel” closes the window without keeping anything.
Manage several structures
Useful when your properties do not need the same information.
Step by step
- 1
In “My structures”, click New structure.
- 2
Choose the starting point: “Start from the general sheet”, “Blank sheet” or “Copy of “…””, which uses the structure displayed.
- 3
Enter the “Structure name”.
- 4
To apply it to new properties, click “Set as default”. The structure carries the “default” label.
- 5
Click Save.
Frequently asked questions
What happens to the values already entered when I change the structure?
They stay linked to their cell. Renaming or moving a cell does not empty the sheets; deleting a cell removes its values.
Why is “Layout” or “Floor area (m²)” required?
Because your prices are based on the layout, on the m², or on both. The sentence displayed above the sections says which cell is required for you.
Can the cleaner change a property sheet?
No. The cells are read-only for the cleaner: they read the access details, the instructions and the planned linen on their job.
Can a structure be deleted?
Yes, with the “Delete this structure” icon, as long as at least one remains. The last structure cannot be deleted.
Why does the guide step stay unticked?
It is ticked only after you click “Save”. Opening the window or applying a template is not enough.