Follow the day in the Operations view and close the day
Assign and follow the day's jobs in the Operations view of the calendar, then approve them and close the day with “End of day”.
The video for this guide is coming soon.
The Operations view of the calendar shows a single day, job by job: who is assigned, what is in progress, what is finished. In the evening, the “End of day” panel is used to approve the jobs and close the day. Allow 5 to 10 minutes a day.
For the urgent matters of the moment, see Alerts & tracking. For the other views, see Read the calendar.
Open the Operations view
Step by step
- 1
Open the Calendar menu.
- 2
Click the Operations view tab, under the calendar title. Today is shown.
- 3
Click a tab: “Cleaning”, “Inspection”, “Maintenance” or “Delivery”. Each tab shows the number of jobs of the day.
- 4
Change day with the arrows placed on either side of the date. The “Today” button brings you back to the current day.
- 5
Click Columns or List to choose the display. The choice is kept on your device.
| Column | What it contains |
|---|---|
| “To assign” | The jobs without a cleaner |
| “Assigned” | The jobs that have a cleaner and have not started |
| “In progress” | The jobs started by the cleaner |
| “Completed” | The jobs finished by the cleaner |
A late job stays in its column: its card carries the “Late” mark.
Assign and follow a job of the day
Step by step
- 1
In the “To assign” column, click Assign on the job card.
- 2
Choose the person in the list. A message confirms the assignment and the card moves to “Assigned”.
- 3
To find a job, type a property, an address or a cleaner in the field “Search by apartment, address, cleaner…”.
- 4
To see only one person or one status, choose in the lists “All cleaners” and “All statuses”.
- 5
Click a card to open the job details, on the right.
- 6
Click Refresh to reload the day's jobs.
Approve the jobs at the end of the day
Step by step
- 1
In the Operations view, click End of day. The “End of day” panel opens on the right, with the jobs of the day shown.
- 2
Read each job: its status, its cleaners, “Planned time:”, “Clocked:” and “Paid:”.
- 3
Deal with the anomalies shown under the job (see the table).
- 4
Tick the jobs to approve.
- 5
Click the Approve the selection button. The approved jobs carry the “Approved” badge.
| Anomaly | What to do |
|---|---|
| “AI quality control to check” | Open the job and look at the photos flagged |
| “Clock-in to check” | Approve or correct the clock-in: “Correct the hours” button |
| “Required photos missing” | Ask the cleaner for the photos |
| “Cleaner request pending” | Reply to the cleaner's request |
| “Job not finished by the cleaner” | Check with the cleaner that the work is done |
| “Required billing answer missing” | Open the details and answer the billing question |
Ask for a redo
Do this when a cleaning is not up to standard and has to be done again.
Step by step
- 1
In the “End of day” panel, find the job.
- 2
Click To redo. The “Mark as "to redo"” window opens.
- 3
Click Create the redo. The message “Redo job created for tomorrow, same cleaner notified.” is shown.
Close the day
Step by step
- 1
When all the jobs are approved, click Close the day, at the bottom of the panel. The message “Day closed” is shown.
- 2
Read the summary at the bottom of the panel: the number of jobs, the paid hours and the number of redos.
- 3
To correct afterwards, click Reopen the day. The message “Day reopened” is shown.
Frequently asked questions
Where can “End of day” be opened from?
From two places: the Operations view of the calendar and the Alerts & tracking screen. From Alerts & tracking, the panel brings together the cleanings, the inspections and the maintenance jobs of the day shown.
Does everything have to be approved before closing?
The software does not require it: “Close the day” does not ask for confirmation. Approve first, so that the summary of the day is right.
Is the redo created for tomorrow?
It is created for the day after the day of the job, with the same cleaner. If you are looking at a past day, check the date of the redo in the calendar.
Can two redos be requested for the same job?
No. The message “A redo already exists for this job.” is shown and nothing is created.
Where has the “Operations” menu gone?
It has become a view of the calendar. Open the Calendar menu, then click the “Operations” view tab.