Cleaning Company Getting Started Guide

Welcome to ResortCleaning!  We are excited you choose ResortCleaning to help manage your housekeeping schedule! We are here to guide you with your account setup through a Live Demo with one of our Team Members. Or if you are eager to get started, the below step-by-step guide will walk you through setting up your account, training your staff, and invoicing your clients. Please contact us at [e-mail] if you have any questions or if you would like to schedule a demo.

Section A: Getting Set Up

STEP A1: Add your property managers: Adding Property Managers

• Adding your property manager will create their account and app login. They will receive a Welcome Email with a temporary password.
• Please have your property manager contact us at [e-mail] if they have account questions or need help setting up their integration.

STEP A2: After your property managers are added, you are ready to add the properties for each one: Adding New Properties, Upload Properties via Excel File

• If a Property Manager already has a ResortCleaning account, they will assign their properties to you.

Step A3: Setup any additional services for a property if needed: Setup Services, Add Services to a Property

STEP A4: Add your Staff: Adding Housekeeper, Adding Housekeeping Groups, Adding Supervisors

STEP A5: Have your housekeepers and rest of your team download the app: Android & Apple. Here's how they can use the app (housekeepers, inspectors, supervisors). 

STEP A6 (Optional): Add your payment methods: Adding Stripe, Adding Tilled

STEP A7 (Optional): Add your Photos and Notes to your properties. If you would like these automatically shared with your PMs, be sure to turn on AutoShare.

STEP A8 (Optional): Add your Service Checklists and Inspection Checklists. 

If you would like help with the setup, please reach out to use at [e-mail].

Section B: Daily Routine

STEP B1: Confirm your appointments: Confirm

• Begin confirming appointments now if a property manager has invited you to ResortCleaning and has already assigned properties to your account.
• This step will be repeated every time the integration brings in new bookings into your calendar.

STEP B2: Manually schedule any last minute appointments:  Manually Schedule Appointments.

STEP B3: Assign your staff to appointments:  Assign.

STEP B4: Make sure your team is checking in, checking out, and marking the units complete. Monitor their progress daily on the Status Center. 

Section C: Weekly, Monthly, As Needed

STEP C1: Create your invoices: Invoice

STEP C2: Create your payroll: Payroll

ResortCleaning Support Center

Looking for more features or help? Head over to the Cleaning Professionals section of our Support Center with additional articles to help you navigate the software and app: Support Center.