Add a job, a one-off cleaning or a one-off task
Create by hand a job in a property, a one-off cleaning at another address, or a task to be done once only on the next job.
The video for this guide is coming soon.
Most jobs are created on their own, from the bookings. This article is for the rest: a job to add by hand, a cleaning at an address that is not among your properties, or a small piece of work to be done once only. Allow 2 minutes per job.
Beforehand, read the calendar. Afterwards, open the job details to complete them.
Choose what you are adding
| You want | Use |
|---|---|
| A cleaning, an inspection, a maintenance job or a delivery in a registered property | The “New job” tab |
| A cleaning at an address that is not among your properties | The “One-off cleaning” panel |
| A piece of work to be done once only, during a job already planned | The “One-off task” tab |
Add a job in a property
Step by step
- 1
Open the Calendar menu, click + Add, then Add a job. The “New task” window opens on the “New job” tab.
- 2
At the question “Is this job's property already in your The Big One database?”, click Yes, it is already registered.
- 3
Choose the department: “Cleaning”, “Inspection”, “Maintenance” or “Delivery”.
- “Delivery” is offered if the Delivery module is turned on.
- 4
Under “Property *”, choose the property.
- 5
If needed, choose a “Checklist (optional)”. The name of the checklist becomes the name of the job, and the planned time is shown.
- 6
Check the “Task name *”, the “Date” and the “Time (optional)”.
- 7
Under “Cleaners”, choose one or more people. This field is optional.
- 8
Click Create task. The message “Task created.” is shown and the card appears in the calendar.
Repeat a job
Do this for a regular visit: a cleaning every week, an inspection every month.
Step by step
- 1
In the “New task” window, fill in the job as above.
- 2
Under “Repeat”, choose “Every day”, “Every week”, “Every month” or “Custom…”.
- 3
Fill in the “End date *”, or tick “No end date”.
- 4
Read the sentence under the field: it gives the number of jobs that will be created.
- 5
Click Create task. A message gives the number of tasks created.
Create a one-off cleaning at another address
For an occasional client: an address, a client, a price, without creating a property sheet. For administrators, managers and cleaning managers only.
Step by step
- 1
Open the Calendar menu, click + Add, then Add a job.
- 2
Click the option “No: one-off cleaning at another address”. The “One-off cleaning” panel opens.
- 3
Under “Frequency”, choose “Once” or “Recurring”.
- 4
Under “Client”, choose an existing client, or create a new client: individual or company.
- 5
Fill in the “Address *”, then the “Duration” and the date of the visit.
- 6
Under “Price & billing”, choose “Flat rate” or “Hourly”, then enter the amount.
- 7
Click Create one-off cleaning. The message “One-off cleaning created and added to the schedule.” is shown.
In the calendar, the card carries the label “One-off ·”. A click on the card opens the page of the one-off cleaning.
Add a one-off task to the next job
For a small piece of work to be done once only: the cleaner sees it at the top of their list, during the job.
Step by step
- 1
Open the Calendar menu, click + Add, then Add a job.
- 2
Click the One-off task tab.
- 3
Under “Property”, choose the property. The software looks for the next job in this property.
- 4
Under “Task to do”, write the work. If needed, add a “Note for the cleaner”.
- 5
Click Add to the next job. The message “Task added to the next job.” is shown.
No job is planned in this property? The software asks “What would you like to do?”: create the job straight away, or “Wait for the next job”. In the second case, the button becomes “Put on hold” and the task will be added on its own to the next job created.
Frequently asked questions
Why does the question about “your database” not appear?
It is shown to administrators, managers and cleaning managers, and only from “+ Add” › “Add a job”. From the “+” of a cell, the property is already chosen.
In which status is the job created?
“Assigned” if you chose a cleaner, “Created” otherwise. In the calendar, a job created without a cleaner is orange, with the label “To assign”.
Can the name of the job be changed afterwards?
Yes. Open the job details and click the pencil next to its name.
How many jobs does a “No end date” repetition create?
Those of the next 90 days. The series then extends on its own.
How do I change or delete a whole repetition?
Open the details of one of the jobs: the “Repeat flow” block lists the jobs created together. Tick the ones to handle, then change or delete them in one go.