Add Service Checklists (for Property Managers)

A Service Checklist can be used to create a list of action items for Team Members to complete tasks related to the service scheduled. This is not to share with your housekeepers at this time. Your Cleaning Team will configure Service Checklists for the cleaning appointment on their account.

Creating A Service Checklist

Adding Service Checklists to Your Properties

How Can I See the Service Checklist on Appointments

Creating A Service Checklist

To enable this feature, please go to:

1. Your profile at the top right, select My Account, and Additional Features.

2. Next toggle on Service Checklist. 

3. You will also need Internal Service and PM Internal Subtask if not on already.

4. Select the Blue Update button at the bottom.

Once enabled, you can follow these steps to create your checklist(s):

• Navigate to Setup and Service Checklist
• From here, you have two options for creating your service checklists. You can either Upload a Template or Manually Add one. 

If you decide to manually add a template, simply click on the green plus symbol and follow the prompts:

• You will first be prompted to input your template name. We recommend making this descriptive. You will see below that we are creating a departure clean checklist.

• Next you will apply the template to the regions/areas in which it is applicable.

• Next, you will add your checklist items. Note: You will want to make your checklist more descriptive than the example we have included below. 
• Service checklists can be used for your internal team to complete or select to add to cleaner if you want to share the checklist with your cleaning team and view it once it is completed by the cleaning team.

Click Update Service Checklist Template. Your template is now ready to be applied to your property services. 

If you decide to upload a template, simply click on the blue button for UPLOAD TEMPLATE:

• You will first be prompted to upload your template. We have provided a sample template that you can download to get yours into the right format. 

• Once you add your template, you need to give it a title and apply it to your regions/areas. 

• Click SAVE. Your template is now ready to be applied to your property services. 
• 

Adding Service Checklists to Your Properties

Once your service checklist has been created, follow these steps to add them to your properties:

• Navigate to Properties and Price Config.
• Next will need to Toggle to Internal Service if looking to add the Service Checklist to one of your Internal Services.
• In the column labeled SERVICE CHECKLIST TEMPLATE, you can use the dropdown to apply the specific checklist to each service per property. See below:

• The system will apply this checklist to all future appointments already scheduled. For any new appointments, the service checklist will also be applied.

Note: It may take up to an hour before you see the service checklist applied to future appointments. 

How Can I See the Service Checklist on Appointments

Once a service checklist has been applied to a service, you will see the checklist as a blue bullet list icon. You can click on the icon to expand it and see the list. 

If you selected some of the items on the checklist to be completed by the cleaning team then will see the checklist items added for the cleaner at the top and will see as they mark it complete. The bottom section will be service checklist items assigned to your internal team if completing internal appointments. 

Your team members (or service workers) will also see this icon in the app.

They can click on the icon to expand the list to see it in full detail. They can then click through each item to complete the list. Alternatively, they can click the gold COMPLETE ALL button to indicate they have completed the checklist. 

Prior to checking out of the appointment, the cleaner will have to complete the items on the checklist. 

Once the checklist items have been completed, the icon will turn to green:

If you have any questions or notice any problems, please reach out to [e-mail]