Follow a one-off cleaning on its page
Open the page of a one-off cleaning to read its report, schedule a new visit at the same address, change the client, invoice the visit or turn the address into a property.
The video for this guide is coming soon.
A one-off cleaning is done at an address that is not among your properties: a private individual, an office, an inventory check. It has its own page, which brings everything together: the cleaner, the report, the linen, the billing. Use it to schedule the same client again, correct the client, or make the address a real property when the client comes back. Allow 2 minutes.
To create a one-off cleaning, see add a job.
Open and read the page
Step by step
- 1
Open the Calendar menu.
- 2
Click the card that carries the note “One-off · ”. The page of the one-off cleaning opens, with the “One-off” tag.
- 3
Read the header: the date, the time, the cleaner and the client. Without a cleaner, the page says “to assign”.
- 4
To change the cleaner or the time, click Cleaners and times. The job details open.
| Block | What it contains |
|---|---|
| “Job report” | The clocked hours, the arrival, the departure and the photos. Before the clock-in: “Not clocked yet” |
| “Profitability” | The price, the estimated cost of the cleaner and the margin |
| “Address & instructions” | The address, the instructions for the cleaner and the client |
| “Linen and consumables” | What needs to be brought to this address |
| “Billing” | The total and how this visit is invoiced |
| “Other visits at this address” | The other one-off cleanings planned or done at the same address |
Schedule a new visit
Do this when the client asks for another cleaning at the same address.
Step by step
- 1
On the page of the one-off cleaning, click Schedule a new visit.
- 2
Under “Day”, choose the date.
- 3
Under “Arrival time”, choose the time. Left empty, the visit keeps the same time.
- 4
Click Add to schedule. The message “New visit added to the schedule.” is shown and the visit appears in “Other visits at this address”.
Change the linen and consumables
Step by step
- 1
In the “Linen and consumables” block, click Edit. The “Linen and consumables” window opens.
- 2
Enter the quantities to bring.
- 3
Click Save. The message “Linen and consumables saved.” is shown.
Change the client
Step by step
- 1
In the “Address & instructions” block, click Change the client. The “Change the client” window opens.
- 2
Choose an existing client, or create one.
- 3
Click Continue.
- Does the address have other visits to come? The “Change the client for which visits?” window offers “This cleaning only” or “This cleaning and the following ones”. Choose, then click “Continue” again.
- 4
Read the “Change the client of this cleaning?” window: the previous client, the new one, the price including tax and what changes for the invoice.
- 5
Confirm with the “Change the client” button. The message “Client changed: …” is shown.
Invoice the visit
Step by step
- 1
In the “Billing” block, read the line under the total (see the table).
- 2
If the “Invoice this visit” button is shown, click it. The message “Invoice no. … created: … incl. tax.” is shown.
| What you read | What it means |
|---|---|
| “Invoiced in the client's monthly report.” | Nothing to do: the cleaning goes into the client's monthly report |
| The “Invoice this visit” button | One click creates a single invoice; it goes to Invoicing for approval |
| “Invoice no. …” with “To approve” or “Approved” | The invoice already exists. The “Open Invoicing” link opens the screen where you approve it |
Turn the address into a property
Do this when the client becomes a regular.
Step by step
- 1
On the page, find the box “Is this client coming back?”.
- 2
Click Prepare the property sheet →. The “New property” page opens, already filled in with the address, the instructions, the client and the cleaning time.
- 3
Check and complete the sheet, then click Create property. Nothing is saved before that. The message ““…” has been created. The one-off cleaning is attached to this property.” is shown.
- 4
Back on the page of the one-off cleaning, the box says “Property created”. The “View the property sheet →” link opens its sheet.
Frequently asked questions
Does a one-off cleaning become a property on its own?
No. It stays outside your properties as long as you do not create the sheet from “Prepare the property sheet →”.
What happens to the one-off cleaning after the change?
It stays attached to the new property. Its linen is then set on the property sheet, and its price goes into the client's monthly report.
Can the client be changed for a single visit?
Yes. Choose “This cleaning only”: the other visits at the address keep the previous client.
Why does the “Linen and consumables” block say “To prepare” or “To deliver”?
As soon as a quantity is entered, the cleaning counts in the linen preparation and in the day's deliveries, depending on your modules.