Approve completed cleanings
Confirm the cleanings that were done so that they count in finance and invoicing, one by one or several at once, and remove an approval if you made a mistake.
The "Cleaning to approve" screen lists the cleanings that are waiting for your confirmation to enter finance, invoicing and reports. Use it every week, and always before preparing the month's invoices. Allow 2 minutes for a week of cleanings.
For clocked hours that are unusual, see approve flagged clock-ins. Once the cleanings are approved, send your invoices.
Understand when a cleaning counts
Everything depends on the "When does a cleaning count?" setting, in Settings › My company › Organisation. A sentence at the top of the screen reminds you of the current setting.
| Setting | What your approval does |
|---|---|
| As soon as the cleaner confirms | The cleaning counts as soon as the cleaner clocks it. Your approval is for cleanings done without a clock-in |
| Cleaner + manager approval | The cleaning counts only if it is clocked by the cleaner and approved here: your approval is required |
| On the planned date + manager approval | The cleaning counts from its planned date, if it is approved here: the cleaner's clock-in is not enough, your approval is required |
| On the planned date | Every scheduled cleaning counts on its date: your approval is not needed |
Find the cleanings to approve
Step by step
- 1
Open Finance › Cleaning to approve. The list shows the cleanings for the period.
- 2
Choose the "Start date" and the "End date".
- 3
Switch on "Only cleanings to approve" to see only those that are waiting: it is off when the screen opens.
- 4
If needed, click More filters: cleaner, property, client, building, sector, tag, checklist, status.
- "Clear filters" brings back the full list.
| Label in the "Status" column | What it means |
|---|---|
| Completed by the cleaner | The cleaner completed the job in the app |
| Not clocked in | The planned time has passed and the cleaner has not clocked in |
| Upcoming | The planned time has not come yet |
| Outside the app | The cleaning was recorded as done outside the app |
| To approve | The cleaning is waiting for your confirmation |
| Approved | A manager has approved the cleaning |
Each row also gives the property, the cleaner, the date, the time, the "AI check" and the photos of the job.
Approve a cleaning
Step by step
- 1
Find the row of the cleaning.
- 2
In the "Billable" column, turn the switch on. The message "Cleaning approved for invoicing" is shown and the status changes to "Approved".
Approve several cleanings
Step by step
- 1
Tick the box of each cleaning, or the box in the header to tick all the cleanings to approve.
- 2
At the top of the screen, click the approval button, for example Approve selection (8). The "Approve 8 cleanings?" window opens.
- 3
Read the warning if there is one: it points out the ticked cleanings that have not reached their planned time yet.
- 4
Click Approve. The message "8 cleanings approved" is shown.
Remove an approval
Step by step
- 1
Keep "Only cleanings to approve" switched off to see the cleanings already approved.
- 2
On the row of the cleaning, click the switch in the "Billable" column. The message "Approval removed" is shown.
Frequently asked questions
Why is the list empty when there were cleanings?
The "Only cleanings to approve" filter hides the cleanings that are upcoming, clocked or already approved. The message under the list gives their number: switch the filter off to see them.
Why is the menu entry called "Cleanings without clock-in"?
Your company chose "As soon as the cleaner confirms". Only cleanings done without a clock-in then need you.
Can a cleaning be approved anywhere other than on this screen?
Yes. A manager can also approve by hand a cleaning done without a clock-in from the job details.
Can a cleaning that has not taken place yet be approved?
Yes, but the confirmation window warns you: it counts the ticked cleanings that have not reached their planned time yet.
What does "Outside the app" mean?
The cleaning was recorded as done outside the cleaner's app. Check it like a "Not clocked in" cleaning before approving it.