Adding Service Checklists (Cleaning Company)

A Service Checklist can be used to create a list of action items for your housekeeper or for your other service workers. This feature gives you the ability to create a unique checklist per property per service. 

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 Notes Subtasks and Service Checklist. 

3. 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. You can also choose if you want to make a photo upload required on the checklist. Note: You will want to make your checklist more descriptive than the example we have included below. 

• 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 and click on Expand All to see all services to the properties.
• 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 the property manager adds checklists items to the property then you will see their items at the top of the list and then see any checklist items that your company adds for the housekeepers to complete. 

Your housekeepers (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. They will also be prompted to add a photo on any checklist items that are marked as photo required.

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

If the property manager/owner adds checklist items as well then the housekeeper will see both in their app. The items labeled at the top as Property Checklist will be the items that the property manager/owner will see as complete on their account. 

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]