Before you can use the Work Orders feature, you must enter Customers, Locations, and Checklists.
Adding Customers
- Start by navigating to the menu on the left and selecting Customers
- Then select the Add Customer button
- In the General section, enter the Customer Name, Phone Number, Email, Type, and Notes
Then, click Next to enter Locations for this customer
Adding Locations
- Select the Add Location button
- Select the Region and enter the Address.
When you enter the address in the first field and choose Google's recommendation in the dropdown, the rest of the details will populate automatically. - Click Save Changes
- If the customer has multiple locations, click Add Location again to add additional locations.
When all locations are added, click Next.
Adding Checklists
- You can now enter checklists for this customer. While this is optional to save the customer, checklists can be used in Work Orders, so the cleaner can check off tasks as they go, and you can track their progress.
- Click the Add Checklist button to get started.
- Enter a name for the checklist (i.e. Daily Cleaning), and select Daily or Weekly for the Checklist Type.
- Click Add Checklist
- Now that the checklist is created, you can add tasks (i.e. sweep floors, take out trash).
- Enter the name of a task, add an optional description, and choose whether the task will be optional or mandatory.
- Click Save Task. Repeat this step until all tasks are added.
- Review your tasks, and edit or delete as necessary. Once you're happy with your checklist, click Save Checklist at the bottom.
- If you need to edit the name of your checklist, click the edit pencil icon. To view and add tasks, click the eye icon.
- To add another checklist, click Add Checklist again and repeat the steps
- When your checklists are complete, click Save Customer