Resources/Guides
Practical guide
Plan your first visits in the diary.
Move a small, checked set of customer and visit information into a working schedule.
What you’ll be able to do
You can find the customer, identify the planned visit and see who is assigned.
01Prepare a small set of information
Choose a few customers and the visits you need next. Check names, service addresses, dates and the people who can do the work. There is no self-serve spreadsheet or WhatsApp import.
1Keep the customer’s contact and service details together.
2Move between profile, notes, jobs and billing.
02Review the diary
Choose the date and view. Check which visits are assigned and which still need attention. Do not assume an online booking has chosen a cleaner for you.
1Choose the date and diary view.
2See assigned and unassigned visits together.
3Open a job to review its details.
03Open and check the job
Review the service, duration, address and assigned cleaner. Keep internal office notes separate from information intended for the cleaner.
1Review the time, duration, service and assigned cleaner.
2Keep office notes separate from information shown to cleaners.
Try the next step.
Explore the office workflow or compare the plan options.