Gallery

Performant

Task and project tracker

Cleaners

Checklist Templates (Duplicate for use)

Support Operators

Customers

Inactive Customers

Software & Automation

Meeting Notes

Training program (Airbnb)

Cleaning Supplies

New Business & Marketing

Explore

Software & Automation

Most vital automations to save time

Client Facing Functions?

Calendar view with scheduling & history (view previous checklist, footage, and feedback)

Upcoming clean shown

Reschedule/cancel function

View live stream

GPS Track cleaner location & key location

Cleaner check in and check out times

Checklist view / live

Customer Report

Feedback

Client Communications (In app, Whatsapp & email?)

Next clean reminder (Cleaners name, time, and contact number)

Notification that cleaner has arrived?

Notification key pickup & return?

Confirmations on rescheduling

Reporting?

Holiday reminders

Birthday reminder?

Milestone check ins (First clean, first month..)

View & sign terms and conditions

Trustpilot review request

Employee Facing Functions

Calendar view with schedule & history (feedback & timesheets?)

Reminders 48 hrs before clean and morning of clean?

Reminders to include client name, address, access, time and how many hours required

Job check in and check out (GPS check-in ?)

Cleaners can provide & receive feedback

Checklist view (Concise and expanded views)

Inventory: Order new cleaning supplies & Equipment

Birthday reminder?

Timesheet view: Automatically create & submit timesheets based on hours worked

See available open shifts to be claimed

Payments

Automatic client payments with invoices & receipts (go cardless) (sync this with cancellations and reschedules)

Automatic employee payments (synced to calendar, auto generate timesheet/invoice)

Invoices sent to xero

Video Vetting

Recordings with feedback from operators

Internal Functions

Calendar view with schedule & history Schedule training sessions with reminders?

Add new appointment (Drop down to select available cleaners, ordered from closest location (show travel times?) add operator to the appointment

Import bookings from external apps

⁠

New client onboarding⁠

⁠

Add new client (Name, address, days & times, contact details, bank details, airtag)

Schedule room scan and onboarding meeting

Schedule milestone communications

⁠

New cleaner onboarding⁠

⁠

Add new cleaner (Name, address, days & times available, contact details, hourly rate, bank details, birthday)

Inventory management: cleaning equipment, cleaning supplies, uniforms

Track consumption of materials

Automate new product orders?

HR / Training / Feedback

Reporting / Insights: best cleaners, which employee brings in the most income, best client

Schedule available open shifts to be claimed

Reference Apps:

https://acuityscheduling.com/⁠

⁠

https://connecteam.com/industries/cleaning-services-app/⁠

⁠

https://get.zenmaid.com/⁠

⁠

https://getjobber.com/⁠

⁠

https://www.housecallpro.com/⁠

⁠

https://www.igms.com/⁠

(airbnb)

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.