Choose your modules
Turn the software's eight modules on or off (Finance, Delivery, Linen, Cleaners…) and know what each one opens in the menus.
A module is a part of the software that you turn on or off: Finance, Delivery, Linen management… A module that is off removes its menus and pages for the whole company; your data stays. Use this article to choose your modules, change them later and know what each one opens. Allow 2 minutes.
The modules are also the first question of the set up your organisation questionnaire.
Know the eight modules
| Module | What it opens |
|---|---|
| Finance | The Finance menu: Reports and invoices, Clients, Cleaning to approve, Pricing, Financial table |
| Linen preparation | The “Linen preparation” screen: the clean linen and consumables to prepare the day before |
| Delivery | The Delivery tab of the Operations view, the driver's screens, the Delivery activity when you invite a person. On a phone, “Delivery tracking” in the menu |
| Maintenance | The Maintenance tab of the Operations view and the Maintenance activity |
| Inspection | The Inspection tab of the Operations view and inspection jobs |
| Guest reviews | The “Guest reviews” menu and “My reviews” for cleaners |
| Linen management | “Linen items” and “Linen tracking” |
| Cleaner management | The Team, Requests and Payroll menus |
Turn a module on or off
Step by step
- 1
Open the Settings › My company › Organisation menu.
- 2
Click the Modules tab. The “Modules” block lists the eight modules, each with its switch.
- 3
Click the module's switch. The “Module added” or “Module removed” message appears: the choice is saved straight away.
- 4
Look at the menu: the module's entries have appeared or disappeared.
Turn on a module from the guide
Step by step
- 1
Click the Get started button at the bottom of the screen. The guide panel opens.
- 2
At the bottom of the panel, find the “Turned off” line, which names the modules that are off.
- 3
Click Turn on. The Organisation page opens on the “Modules” tab.
- 4
Click the module's switch. The guide gains this module's card and steps.
Know what changes elsewhere
| When you… | What changes |
|---|---|
| Turn off Finance | The Finance card leaves the guide. The “When does a cleaning count?” block leaves the Organisation page |
| Turn off Delivery or Maintenance | The activity is no longer offered in the invitation. A person who already has it keeps it |
| Turn off Inspection | No inspection is created automatically |
| Turn off Linen preparation and Delivery | The “Default automations” block leaves the “Jobs” tab |
| Turn on a module | The “Get started” guide adds its steps: its percentage goes down, nothing has been undone |
Start from the modules of your business
When the company is created, the modules are already set according to your business. You then change them as you wish.
| Business | Modules on at the start |
|---|---|
| Cleaning company | All, except Inspection |
| Rental management company, Owner, Corporate housing property | Finance, Cleaner management, Maintenance, Guest reviews, Inspection |
| Hotel, Aparthotel | Finance, Cleaner management, Maintenance, Guest reviews, Inspection, Linen management |
| Student residence | Finance, Cleaner management, Maintenance, Inspection |
Frequently asked questions
Do I lose data when I turn off a module?
No. Turning off a module hides its menus and pages; nothing is erased. When you turn it back on, you find everything again.
Who can change the modules?
A company administrator. Managers do not see the “Modules” tab.
What is the difference between “Linen preparation” and “Linen management”?
“Linen preparation” is for preparing, the day before, the clean linen and consumables to deliver. “Linen management” is for counting the items and tracking missing linen and losses.
Where do I manage the team without the “Cleaner management” module?
In Settings › Access › Users: you invite people there and open their record. The Team, Requests and Payroll menus, however, are hidden.
Why has the “Get started” guide's percentage gone down?
You turned on a module: it adds its steps to the guide. Nothing has been undone.