Set up your organisation
Answer the questionnaire's five questions: modules, hours, operating rules, when a cleaning counts and the dashboard. Everything can be changed later in Organisation.
The “Set up your organisation” questionnaire asks five questions about the way you work: modules, hours, rules, when a cleaning counts and the dashboard. Do it right after the company identity. Allow about 6 minutes; everything can be changed afterwards on the Organisation page.
For the detail of each module, read choose your modules. The next step of the guide: import your properties.
Open the questionnaire
Step by step
- 1
Click the Get started button at the bottom of the screen. The guide panel opens.
- 2
In the “The essentials” card, click the “Set up your organisation” step. The list of the five questions appears; a question already done is struck through.
- 3
Click Do it now. The window opens on the next question to answer.
- To open a specific question, click its name in the list.
| Question | What you set |
|---|---|
| “Modules to show” | The parts of the software you use |
| “Hours and time zone” | Guest check-out and check-in times, the time zone |
| “Operating rules” | Extra time, cleaning after a cancellation, basis of your rates, pay, expired documents |
| “When does a cleaning count?” | The moment a cleaning enters finance and the reports |
| “Dashboard” | The dashboard columns and their order |
Choose the modules and the hours
Step by step
- 1
In “Modules to show”, use the switches to turn on the modules you need. The menus adapt to your choices.
- 2
Click Continue. Your modules are saved and the “Hours and time zone” question appears.
- 3
Choose the “Guest check-out” time, then the “Guest check-in” time.
- 4
Check the “Time zone”.
- 5
Click Continue. The hours are saved.
Answer the operating rules
Each answer to this question is saved at once and applies to the whole account.
Step by step
- 1
Answer the questions under “Operating rules”: they are described in the table below. The “Rule saved” message confirms each answer.
- 2
Click Continue. The “When does a cleaning count?” question appears.
- 3
Choose the moment a cleaning counts:
- “On the planned date”: every cleaning that is planned and not cancelled counts on its planned date.
- “As soon as the cleaner confirms”: the cleaning counts as soon as the cleaner marks it as finished.
- “Cleaner + manager approval”: both the cleaner and a manager are needed.
- “On the planned date + manager approval”: on its planned date, once a manager confirms it (the cleaner's clock-in is not enough).
- 4
Click Continue.
| Rule | Your choices |
|---|---|
| Bill the client for time added to a cleaning | “Yes”, “No” or “Case by case” |
| Create a cleaning after a cancellation during the stay | Yes or no, then “Today” or “The next day” |
| Blocked date in the calendar (unavailability) | “Block = Cleaning” (a cleaning is created as for a stay) or “Block = No cleaning” |
| Basis of your rates | “By layout (studio, 1-bed, 2-bed…)”, “By m²” or “By both” |
| Pay basis for a new cleaner | “On planned time” or “Clocked hours” |
| Expired required document | Block the person from being assigned, or not |
Set the dashboard and finish
Step by step
- 1
In “Dashboard”, tick the columns to show.
- 2
Change the order by dragging a column by its ⠿ handle (mouse or finger), or with its arrows.
- 3
Leave “Apply this layout to every account” on so that the whole team sees the same columns. When it is off, everyone chooses their own.
- 4
In “Freeze rows and columns”, choose what stays visible while the table scrolls: the header and some rows at the top, the columns up to the one chosen on the left (a pin marks them in the list). With the layout applied, everyone sees them; otherwise it is the starting layout.
- 5
Click Finish. The step is ticked in the guide: “Organisation set up”.
Change a setting later
Step by step
- 1
Open the Settings › My company › Organisation menu.
- 2
Click the tab of the setting to change: they are described in the table below.
- 3
Change the setting. Most blocks save themselves.
- 4
In the “My company” tab, click Save at the top of the page. In the “Default times” block, click “Save times”.
| Tab | What it contains |
|---|---|
| “My company” | Identity, Logo, Language and time zone, Taxes and currency |
| “Modules” | Modules, Deliveries, AI quality |
| “Jobs” | Default times, Booking changes, Job confirmation, Absence mode |
| “Rules and accounting” | Operating rules, “When does a cleaning count?” |
| “Team and sharing” | Feedback visible to cleaners, Team location, Sheet sharing, Dashboard columns |
| “Notifications and alerts” | The company's notifications and alerts |
Frequently asked questions
Can I change an answer after “Finish”?
Yes. All the answers are in Settings › My company › Organisation, grouped by tab.
Can a manager change these settings?
No. A manager sees only the “Notifications and alerts” tab. The other tabs are reserved for administrators.
Does changing “When does a cleaning count?” alter the past?
No. Cleanings already approved keep their status; the new setting applies to the cleanings still to be counted.
Why has the guide's percentage gone down?
A module you turn on adds its steps to the guide: the percentage goes down, nothing has been undone.
Where do I change the check-out and check-in times afterwards?
In the “Jobs” tab, “Default times” block. Then click “Save times”.