The French version of this article has been updated since it was translated. Read the French version
Read the job calendar
Choose the period and the view, read a job card and its colour key, filter, then move a job with the mouse.
The video for this guide is coming soon.
The calendar shows the stays and the jobs of all your properties, day by day. Use this article to choose the right view, understand a job card, filter the display and move a job. Allow 5 minutes to go through it.
Then add a job or open the details of a job.
Choose the period and the view
Step by step
- 1
Open the Calendar menu. The “By property” view is shown: one row per property, one column per day.
- 2
Scroll the grid sideways: it carries on without limit, and the following days appear on their own.
- 3
Click the arrows placed on either side of the month shown to go back or forward one week.
- 4
Click Today to return to the current day: it is shown in the centre of the grid. In the “By cleaner” view, the current week is shown.
- 5
To go to a specific date, click the month shown, between the arrows, then a day. That day becomes the first day shown.
- 6
Click the By property, By cleaner or Operations tab, under the title, to change view.
| View | What it shows |
|---|---|
| By property | One row per property: the stays and the jobs, day by day |
| By cleaner | One row per person, one column per day, and the “Unassigned” row |
| Operations | A single day, sorted by tab: Cleaning, Inspection, Maintenance, Delivery |
Read a job card
In the “By property” view, each card fits in four lines at most. The background colour tells you the status of the job.
| Line of the card | What it says |
|---|---|
| Department | Cleaning, Delivery, Maintenance, Inspection or Linen. “One-off ·” comes before a one-off cleaning |
| Time and duration | The start and end time, then the duration (planned, elapsed if the job is in progress, actual if it is finished), for example “11:00 – 13:00 · 02:00”. With no time: “to schedule” |
| Checklist | The name of the checklist, if the job has one |
| Person | The name of the person assigned, or “To assign” |
The “Colour key” legend, under the grid, is a reminder of the statuses.
| Status in the legend | What it means |
|---|---|
| “To assign” | Orange: nobody is assigned yet |
| “Assigned” | Light blue: a person is assigned |
| “In progress” | Midnight blue: the cleaner has started |
| “Finished” | The card carries a tick |
| “Late” | Red: the job is not finished and the check-in time of the next guest has passed |
Hover over a card to read its name, its people and its status in full. Click the card to open the job details, on the right of the screen.
Filter the calendar
Step by step
- 1
In the “Search…” field, enter the name of a property. Only the properties found remain shown.
- 2
Click Filters. The list of sectors and eight menus with tick boxes are shown.
- 3
In the list of sectors, choose a sector, or leave “All sectors”.
- 4
Tick one or more values in a menu. The calendar updates straight away.
- 5
To reset everything, click Clear all, next to the active filters.
| Filter | What it keeps |
|---|---|
| “Task status” | The jobs that are Created, Assigned, In progress or Completed |
| “Assigned to” | The jobs of the people ticked |
| “Priority” | The jobs with Low, Medium or High priority |
| “Booking” | The stays according to where the booking comes from |
| “Building” | The properties in the buildings ticked |
| “Property tag” | The properties that carry the tag ticked |
Move a job
Do this when a job has to change day, property or person.
Step by step
- 1
In the “By property” view, drag the card to another day or to another property. The message “Job moved.” is shown, with a button to undo.
- 2
To change the person, click By cleaner. The message “Drag a job to another person or another day.” is shown above the table.
- 3
Drag the card to another person's row, or to the “Unassigned” row. The message “Schedule updated.” is shown.
- 4
To go back, click the “Undo” button placed above the table. It keeps the last five actions.
Frequently asked questions
Why is a job “To assign” in the legend and “Created” in the filter?
It is the same status. The legend says “To assign”, the “Task status” filter and the job details say “Created”.
Can “Late” jobs be filtered?
No. The “Task status” filter offers Created, Assigned, In progress and Completed. Lateness is worked out by the software: look for the red cards, or open Alerts & tracking.
What does the gauge under a person's name mean, in the “By cleaner” view?
It compares the person's planned hours with their availability. The legend distinguishes “Normal workload”, “High workload” and “Overloaded”.
How do I see further ahead in time?
Scroll the grid: it carries on without limit. To jump a week, click the arrows; to go to a date, click the month shown.
Why is the Inspection, Maintenance or Delivery tab missing in the Operations view?
Each tab follows its module. A tab does not appear if the module is not turned on for your company, or if your access does not allow it.