Set the times, prices and subtasks of a property
In a property's sheet, set the time and price of its reference cleaning, give it its own time or price for a checklist, and add or remove tasks for that property alone.
The video for this guide is coming soon.
Two tabs of the sheet are for special cases: “Times and prices” for a property that takes longer or costs more than the others, “Specifics” for a task that exists only there. Everything else follows your general settings. Allow 5 minutes per property.
To open the sheet and fill in its other tabs, see Keep a property sheet up to date. The prices of all properties are loaded in one go in Import and complete your rates. Shared checklists are set up in Create your checklists.
Set the reference cleaning
The reference cleaning is the basis of the property: the other checklists are calculated from it.
Step by step
- 1
Open the Properties menu.
- 2
On the property's row, click Property sheet. The sheet opens.
- 3
Click the “Times and prices” tab. The “Reference cleaning of this property” block appears at the top.
- 4
In “Time”, choose the hours and minutes of the cleaning.
- 5
Click Save, at the bottom of the sheet. The message “Sheet saved.” appears.
Change the price of the reference cleaning
It is the same price as the one in Finance › Rates and rules: you can change it here or there.
Step by step
- 1
In the “Reference cleaning of this property” block, click the price. The “Reference cleaning price · …” window opens.
- 2
Enter the “Reference cleaning price (excl. tax)”.
- 3
Under “Applies from”, choose “All cleanings not yet invoiced” or “A date”.
- 4
Click Save. The message “Price saved.” appears.
| Choice | What changes |
|---|---|
| All cleanings not yet invoiced | The new price applies to everything not yet invoiced |
| A date | Cleanings before this date keep their price |
Give a checklist its own time or price
Below the reference cleaning, the table shows each checklist, with its time and price for this property.
Step by step
- 1
Look at the colour of the figure: in grey, it is calculated automatically; in green, it is specific to this property.
- 2
For a time, click the grey figure and choose your own. It turns green. Then click Save, at the bottom of the sheet.
- 3
For a price, click the checklist's price. Enter the “Price specific to this property (excl. tax)”, then click Save in the window. The price is saved straight away.
- 4
To go back, click the ↺ arrow next to the figure, or “Back to the calculation” in the price window.
Change the property's reference checklist
Do this when the usual cleaning of a property is not the company's one.
Step by step
- 1
In the top block, click “Reference checklist:”.
- 2
Choose another cleaning checklist. A confirmation opens.
- 3
Click Change the reference checklist. The property carries the words “Specific to this property”.
The time and price of the reference cleaning do not change: they become those of this checklist. To go back, choose “Back to the company's checklist”.
Add or remove a task for this property
The “Specifics” tab sets the “Subtasks for this property”: what is added to a checklist, or removed from it, for that property alone.
Step by step
- 1
Click the “Specifics” tab.
- 2
Under “Checklist”, choose the checklist concerned.
- 3
Click Add. Enter the “New subtask”, its “Line type” and its “Room”.
- 4
Click the second Add button, below the form. The message “Subtask added” appears.
- 5
To remove a task from the standard checklist, click Remove, tick the “Requirements to remove for this property”, then click the “Remove …” button.
| Button | What it does |
|---|---|
| Add | Adds a checkpoint specific to this property |
| Remove | Removes a requirement from the standard checklist, for this property only |
| Restore | Puts back a removed requirement |
Frequently asked questions
Does a checklist's own price change the other properties?
No. It applies to this property only.
Where do I set a checklist's percentage of the reference cleaning?
In the Tasks › Checklist menu, for the whole company. The sheet only sets the exceptions of one property.
Does a subtask added here appear in the other properties?
No. It is part of the checklist of this property only.
Can a subtask added by mistake be deleted?
Yes. Click the bin on its row: the “Delete this subtask?” window asks for confirmation.
Why does the price not change on an invoice already issued?
Because an issued invoice never changes. The new price applies only to cleanings not yet invoiced.