The proposal for the day
The software places your cleaners on a day's jobs. You settle the decisions, adapt the day, then approve. With the permanent settings, from Diagnostics to Vehicles & depots.
The proposal for the day places your cleaners on a day's cleanings, inspections and deliveries, following your rules: roles, sectors, leave, maximum hours, journeys. Use it the day before to prepare the next day: you settle the few problems reported, then you approve. Allow a few minutes per day.
For a first time, follow assign your first cleaners. To put two people on the same cleaning, see split a cleaning.
Generate the proposal
Step by step
- 1
Open the Assignment menu. The “Proposal for the day” page opens on tomorrow.
- 2
Choose the day with the arrows around the date, or click the date to open the calendar.
- 3
If needed, set the pills at the top of the page (table below).
- 4
Click Generate, or Regenerate if a proposal is already shown. The button reads “Calculating…”.
- You can go to other screens: the calculation carries on and a message tells you when the proposal is ready. Do not reload the page or close the tab before the end.
- 5
Read the banner: “Ready to approve”, or for example “2 decisions to make before approving”.
| Pill | What it does |
|---|---|
| “Sector” | Shows a single sector, or “All sectors”. Shown if you have several sectors |
| “Departments” | Ticks what is shown: Cleaning, Inspection, Delivery |
| “Team for the day” | Says who works that day, and at what times |
| “Priority” | Says what the proposal favours that day |
On a phone, these pills are under the “Filters” button.
Settle the decisions to make
On the left, the “Decisions to make” column shows one card per problem. A label gives its type:
| Label | What it means |
|---|---|
| “No solution” | Nobody can take the job |
| “Overrun” | A person goes over their maximum hours |
| “Delivery” | A delivery does not fit into a round |
| “Anomaly” | A check on the proposal reports a problem |
Step by step
- 1
Read the reason written on the card, then the “Suggested solutions”.
- 2
Click the solution that suits you, for example “Give to Julie at 10:30”, “Accept the overrun” or “Add Marc for this day”. The card switches to settled.
- 3
To understand, click “Why?” or “Why nobody?”: the reason for each person ruled out is shown.
- 4
For another person, click “Choose someone else”. Green, it fits; orange, it fits at a cost; red, it is impossible.
- You choose a person in red? The “The checks say this does not fit” window opens: Choose anyway keeps your choice, and the check will be run again on approval.
- 5
To go back, click “Undo” on the card.
Change a job by hand
On a computer or tablet, the timeline shows each person's day.
Step by step
- 1
Choose the display: “Timeline + map”, “Timeline” or “Map”.
- 2
Drag a job onto another person's row to give it to them. During the move: green, it fits; orange, it fits at a cost; red, it is impossible.
- 3
Drag a job horizontally to change its time, in 5-minute steps.
- A two-person cleaning, a delivery, and a job that has started or finished keep their time.
- “Reset to 10:30” (for example) puts back the time suggested by the software.
- 4
Click a job to open its details: “Move to…”, “Open job details” or “Back to the engine's proposal”. The “Person or property…” field finds a job in a long day.
At the bottom of the page, the “Manual assignment” part lists all the jobs: choose the person and the time, line by line.
Adapt a particular day
To favour something else that day, change the priority:
Step by step
- 1
Click the “Priority” pill, for example “Priority: Balanced”. The window for the day's priority opens.
- 2
Choose a card. “More choices” shows others: Share the work, Long journeys, New team, Busy day.
- 3
Read the “What changes” part: team journeys, jobs that change cleaner, jobs with no solution. It is a trial calculation, nothing is saved.
- 4
Click Apply and recalculate. The proposal is recalculated; a message offers “Undo”.
| Priority | What it does |
|---|---|
| Balanced | Takes everything into account: habits, quality, journeys and workload |
| Fewer journeys | Groups nearby jobs together, even if it means changing the usual cleaner |
| Quality first | Picks the best-rated person for the property, even if they come from far away |
| Keep the usual cleaners | Keeps the same person on the same property as much as possible |
For one more person, an absence or different hours that day, use the team for the day:
Step by step
- 1
Click the “Team for the day” pill. The “Team of the day” panel opens, with the date.
- 2
Look for the person in “Search for a person…”.
- 3
Click “In the team” to add them that day, or “Removed” to take them out.
- 4
If needed, change “Start”, “End” or “Max hours”.
- 5
Click Save and regenerate. “Save without regenerating” keeps the proposal shown.
Ask for an AI review
Once the proposal is generated, the AI can suggest a few adjustments, rechecked by the software.
Step by step
- 1
In the banner, click AI review. The panel reads “The review is being computed…”; allow 5 to 10 seconds.
- 2
Read each adjustment: its level (“Risk-free”, “To accept” or “To decide”), then “Before” and “After”.
- 3
Click “Show on the timeline” to spot the jobs affected.
- 4
Click Accept or Decline. “Accept all risk-free” accepts the risk-free adjustments in one go.
- 5
To undo everything, click “Cancel the review”: the proposal goes back to the software's one.
Approve or remove the proposal
Step by step
- 1
Click ✓ Approve proposal. A message gives the number of jobs assigned, for example “12 job(s) assigned.”
- Decisions left? The “2 decisions left to make” window opens. Approve anyway saves the rest; jobs with no solution stay without anyone.
- A sector is chosen at the top of the page? Only its jobs are approved.
- 2
To keep a record, click “⋯” (More actions), then “Download PDF”.
- 3
To undo an approval, click “⋯”, then “Remove application”. The “Remove this day's application?” window opens.
- 4
Click Remove. The approved jobs go back to having nobody; their times are kept.
Prepare the permanent settings
The proposal follows settings made once and for all. At the top of the screen, five tabs lead to them:
| Tab | What you set there |
|---|---|
| “Diagnostics” | What is missing for a good proposal: five setup steps and the data to check |
| “Rules” | Hours and working time, workload, who can do what, journeys, proposal style, deliveries, AI review |
| “Human resources” | Each person's roles, level, max hours, working window and travel |
| “Properties” | Each property's cleaning duration, guest times, priority people for cleaning and excluded people |
| “Vehicles & depots” | The depots, the vehicles and each driver's vehicle |
Start with “Diagnostics”: it tells you what to set, and in what order.
See what is missing with Diagnostics
The “Diagnostics” tab sets nothing itself: it shows where you stand and sends you to the right place.
Step by step
- 1
Open the Assignment menu, then the “Diagnostics” tab. A marker on the tab shows that something is left to complete.
- 2
Read the counter at the top, for example “3 / 5 setup steps done”. The sentence below says what is left.
- 3
Under “Getting started”, click the button of a step that is not done yet (table below). The right tab opens.
- 4
Under “To check (data)”, deal with each line reported. When all is well, the “Consistent data” line is shown.
- 5
Come back to Diagnostics until you read “Everything is ready: the proposal for the day is calculated in one click.”
| Step | What it checks | Button |
|---|---|---|
| “1. Set up the company” | Hours, max hours and break are saved | “Adjust” opens “Rules” |
| “2. Create your sectors” | Your nearby properties are grouped | “Create” |
| “3. Your people” | Some people can be proposed | “Add” opens “Human resources” |
| “4. Your properties” | Each property has a position on the map and a cleaning duration | “Locate all …” or “View” |
| “5. Deliveries” | Depots and vehicles are ready | “Complete” opens “Vehicles & depots” |
| Line under “To check (data)” | What it means | Button |
|---|---|---|
| “2 people have the same name” | Risk of confusion in the proposals | “Rename” opens “Human resources” |
| “1 vehicle without capacity” | No item can be loaded into it | “Complete” opens “Vehicles & depots” |
| “Contradictory rules” | Two rules cannot be followed together | Opens the family of rules concerned |
Set the company rules
The “Rules” tab sorts the rules into seven families, in the left-hand column.
| Family | Examples of rules |
|---|---|
| “Hours and working time” | “Limit a person's working time per day”, “Start and end time of the day”, “Break time between two jobs” |
| “Workload” | “Maximum number of jobs per day, by type”, “Count journeys in max hours” |
| “Who can do what” | “Propose each person only for their roles”, “Do not propose people on leave” |
| “Travel” | “Means of transport if the person has not chosen one”, “Parking time (car)” |
| “Proposal style” | “Less travel”, “Balanced” or “Quality first” |
| “Deliveries” | “Time by which the linen must be at the property”, “Maximum waiting time outside a property” |
| “AI review” | “Enable the AI review”, and what the AI may propose |
Step by step
- 1
Open the “Rules” tab, then click a family.
- 2
Leave “Whole company” selected at the top: the value will apply everywhere.
- 3
Change the value of a rule. The change is saved on its own: “Everything is saved.” is shown.
- The “Save these changes?” window opens when your change replaces or removes exceptions. It lists them.
- 4
For a sector that differs from the others, click “A sector” and choose it. A value in grey is the company's: enter a value to make it an exception.
- “Back to the company value” cancels the exception.
- 5
To understand a value, click “See where the value comes from”, then “View / edit exceptions ›”.
- 6
To check a person, click “A person”: the screen shows what really applies to them, read-only.
Each rule carries a label:
| Label | What it means |
|---|---|
| “Mandatory” | Never broken. If it is impossible, the job is left without anyone |
| “Tolerated at a cost” | Possible, but avoided as much as possible |
| “Preference” | The proposal tries to follow it, without ever blocking a job |
Set each person
The “Human resources” tab lists the people who can be proposed, with their roles, max hours, window, travel and level.
Step by step
- 1
Open the “Human resources” tab.
- 2
Click “To complete”, when it is shown: it shows the people with no role, no sector or a duplicate name.
- 3
Click a person. Their panel opens on the right.
- 4
Under “Roles and level”, tick their roles, then choose their level for each one (table below).
- 5
Under “Hours and window”, choose their “Sector”, “Max hours” and “Working window”.
- 6
Under “Travel”, choose their “Means of transport” and their “Morning start” address.
- 7
Under “Properties”, add their usual properties and those they are excluded from.
Each change is saved straight away. A green dot marks a value set for this person; without a green dot, they follow the sector or the company.
| Level | What it means |
|---|---|
| “Favourite” | Proposed first |
| “Backup” | Proposed as reinforcement |
| “Last resort” | Proposed only if nobody else can |
| “Never” | Never proposed |
Set each property
The “Properties” tab shows one line per property. These are the same fields as in the property sheet: changing them here changes them there.
Step by step
- 1
Open the “Properties” tab.
- 2
In the “Duration” column, click a property's duration. The “Duration and times” window opens.
- 3
Enter the “Cleaning duration”. For the “Guest times”, choose “Own times” or “Inherit”, then click Apply.
- 4
Under “Priority people (Cleaning)”, click “+ Add” and choose a person. The other departments are set in the property sheet: see Choose who comes to a property.
- Several priority people? Open the ranking: the first one is proposed first.
- 5
Under “Excluded people”, click “+ Add”: the person will never be proposed for this property.
- 6
Set “Cleaner on site required for delivery” to Yes when the linen can only be delivered during the clean.
Declare the depots and vehicles
To do if you deliver linen. The “Vehicles & depots” tab has three parts.
| Part | What you declare there |
|---|---|
| “Depots” | The depot where the driver loads clean linen |
| “Vehicles” | The maximum quantity per item: this is what triggers the return to the depot |
| “Delivery drivers” | Which vehicle each driver uses |
Step by step
- 1
Open the “Vehicles & depots” tab.
- 2
Under “Depots”, click “+ Add” and enter the depot.
- 3
Under “Vehicles”, click “+ Add”, then enter the maximum quantity of each item.
- 4
Under “Delivery drivers”, choose each driver's vehicle.
The rules for the rounds (linen deadline, accepted delay, waiting time) are set in the “Rules” tab, “Deliveries” family.
Frequently asked questions
Does the schedule change when I click “Generate”?
No. Nothing is saved before “✓ Approve proposal”. Only the “Apply” buttons of a job save straight away.
What happens to “No solution” jobs if I approve anyway?
They stay without anyone. You can give them a cleaner later, in “Manual assignment” or from the calendar.
Does a change of priority apply to other days?
No. It only applies to the date shown. The company's usual priority is set in the “Rules” tab, “Proposal style” part.
Which tab should I start the settings with?
With “Diagnostics”. It lists the five setup steps, says what is missing and opens the right tab for each step.
Can a rule be different for a sector or a person?
Yes. The company value applies everywhere, unless there is an exception. A sector is set in the “Rules” tab, with “A sector”. A person is set in “Human resources”.
Can I use the proposal on a phone?
Yes, to settle the decisions and approve. The timeline, the map and drag and drop need a computer or a tablet.