A shared dashboard for the whole office, and other improvements

Dashboard

• Administrator, manager, cleaning manager and delivery manager have the same dashboard: header, rings, search and “Today's jobs”. Each person still only sees the clients and tags they are allowed to see.
• One click on a card at the top filters the rows of the table, without changing your columns. A banner says which filter is active, with “Show all”.

Cleaning to approve

• New filters: Client, Tag, Building, Sector, Checklist and Status. Active filters appear as badges, with “Clear filters”.
• “Approve the selection” is the only button: the header box ticks all the filtered cleanings, and approving several cleanings asks for a confirmation. The “Approve all” button is removed.

Taxes: a single rule for a client's rate

• The rate applied to a client is the same on all screens, reports and invoices: no tax if your company does not charge any, otherwise the client's own rate, otherwise your company's “Default rate”.
• A new client follows your company's rate. Their sheet says so: “Company rate”, or their own rate.
• When you change the default rate, the software offers to make the clients who stayed on the old rate follow it. It never does so on its own, and a report that has already been saved keeps its rate.

And also

• Client portal: the calendar is the same as the office's, view only, with the stay bands and the job cards.
• Requests: “Other schedule actions” shows the job's billing categories, as in the job sheet.
• Reported issues: “Create a maintenance visit” opens the task creation window, already filled in (property, Maintenance department, instructions), where you choose the date, time, checklist and agents.
• Alerts & tracking: the page opened from an alert has a “Back to Alerts & tracking” button, which takes you back to the same place.
• Payroll › Hours: the “Clock-ins to approve” tab only appears if some agents are paid on “Clocked hours”. Removing this pay mode while clock-ins are waiting asks for a confirmation; nothing is deleted.
• Linen › Forecast: a red “Missing linen allocation” button opens the list of the properties concerned. In Linen › Items, Category and Unit are removed.
• Assignment proposal: in the Human resources tab, each setting for a person says where it comes from (company, sector or “Set for this person”), with a link to go back to the inherited setting.
• Checklists: the reference checklist is always at the top, and it is marked in the checklist menu of “New task”.