Not a window cleaner? Where this guide says round, you'll see route. It works the same way. You can change the word in Settings, then Scheduling.
Before you start
When a cleaner's phone sends something that can't go where they meant, such as cash on a visit you gave to someone else, it's kept for you to check. Home's To do card shows Changes from phones to check when there are some.
- In To do on Home, choose Changes from phones to check.
- Read What happened, who it was Sent by and When, and sort it out, for example by recording the cash on the right visit.
- Choose Mark as checked. Add a Note (optional) saying what you did, and choose Mark as checked again.
What happens next
“Marked as checked.” shows, and it moves off the list. Choose Show, then Checked, to see the ones already sorted, with when. On the phone, the cleaner sees “Not accepted by the office” and taps Got it.
If something goes wrong
- “Nothing to check.”: nothing is waiting.
- Not sure what happened: open the visit on Schedule, or ask the cleaner, before you mark it as checked.
Who can do this
The owner, and managers with Can plan the schedule, rounds and forms.
Still stuck? Send us a message.