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
What a cleaner sees: “No visits today. Enjoy the quiet.” on Today, or “This visit isn't on your phone”. An owner sees “No visits for you today.” on their phone's home. Why: the app only shows visits given to that person. A visit with nobody on it, or given to someone else, doesn't show in their app.
- The cleaner pulls down on Today to get the latest, with signal.
- In the office, open Schedule and find the day. Check the visits have their name on them.
- If a visit has nobody on it, open it and choose Choose who, then pick them. On the Board, you can drag it to their row.
- If it keeps happening for one customer, open the property's service plan. If it says “Not assigned yet, so it won’t show in anyone’s app.”, choose Choose who and pick who does it.
- Check the cleaner signed in with the email on Team, and that they show as Active, not Invited.
What happens next
Once they have signal, the visit shows on Today within a minute or two.
If something goes wrong
- “Connect to see this day”: the app keeps today and the next six days. Days further ahead need signal.
- They're on a round, but see nothing: a round has no visits until it has customers with service plans. Check the round in Rounds.
- Visits show for the wrong day: the visit was moved. Check it on Schedule.
Who can do this
The owner and managers with Can plan the schedule, rounds and forms give out visits. Cleaners can't give visits to themselves.
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