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Step 7 of 18

Make your own cleaning checklists

Show your partners exactly what to clean, room by room, for each kind of cleaning. They tick each task on the job, with a photo when you ask for one, and you see what was done.

SettingsJobs and check-insCleaning checklists Open Cleaning checklists

Make a checklist for each kind of cleaning, room by room, and your partners tick each task on the job in their app. Start from our list in one tap, then make it yours. Nothing changes on your jobs until you make one.

  1. 1

    Open Cleaning checklists

    In the menu, tap Settings, then Business profile, then the Jobs and check-ins tab. Under Cleaning checklists, tap Set up checklists.

  2. 2

    Start from our list

    Next to a kind of cleaning, like Standard or Deep, tap Use our starting list. It comes from our room by room checklist: kitchen, bathrooms, bedrooms, living areas and the whole home. Or tap Start from scratch.

  3. 3

    Make it yours

    Change the words of any task, tap Add a task, or add a room or area under Add a room or area. Use the arrows to change the order, and tick Photo on any task you want a photo of. Tap Save.

  4. 4

    Add tasks for one client

    Open the client from Clients, then tap Add tasks on Extra cleaning tasks. Add things like watering the plants, for all their jobs or just the jobs at one of their places. Tap Save.

  5. 5

    Your partners tick it off

    On the job in their app, partners see the checklist room by room, tap each task as they finish it, and take a photo when a task asks for one. They see how far along they are, like 12 of 20 done.

  6. 6

    See what was done

    Open the booking. Cleaning checklist shows each room, what was ticked, who ticked it and when, with the photos.

  7. 7

    Pick your choices

    Back on Cleaning checklists, turn on Partners finish the cleaning checklist before marking the job done if you want every task ticked first. On Grow and Pro you can also turn on Show the rooms on the client's photo report. Both start off. Tap Save.

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