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.

What you'll need
  • Signal, to change anything
  1. On the Board tab, choose Quick actions, then Move visits. Or, on The whole day, press ⋯ next to a cleaner's name and choose Move visits: their visits are already ticked.
  2. Tick the visits to move. To take everything someone has left today, tick the line at the top of their visits, such as All of Amy's left.
  3. Choose Give to someone else or Move to another day.
  4. Choose the person or the day. Each person shows how many visits they have left today.
  5. The button says what will happen, such as Move 3 visits to Ben. Press it.
  6. Undo shows for a few seconds. It puts every visit back where it was.
  • Give to someone else: the visits go at the end of that person's day. If they don't have a skill one of them needs, Missing a skill shows first; you can still give them.
  • Move to another day: each visit keeps its cleaner and goes last on that day. Days the business is closed can't be chosen.

Visits with nobody on them show on the Board tab, under The whole day. Tap that row to choose who takes them, with the visits already ticked.

Visits that are started or finished can't be moved, so they aren't in the list.

To move one visit, tap it on the Board instead. Cover a sick cleaner gives all of someone's visits to one person and marks them off sick.

If something goes wrong

  • “Only 2 of 5 visits moved. The others didn't save. Try them again.”: Undo puts back the ones that moved, or tick the rest and try again.
  • “Only 2 of 5 visits moved. The others had changed. Pull down to refresh.”: someone changed them since the Board loaded. Check the latest, then move them again.
  • “It changed since the Board loaded, so nothing was saved.”: someone changed that visit. The Board now shows the latest.
  • “2 of 3 put back. 1 had changed, so it stayed.”: someone changed that visit after you moved it, so their change stays.
  • “1 couldn't be put back. Try again from the visit.”: it didn't save, often for want of signal. Open that visit and change it there.
  • A warning that a cleaner is off that day, or doesn't usually work then: you can still move the visits, then give them to someone else.
  • “Moving visits needs a connection.”: wait for signal.

Who can do this

The owner, and managers with Can plan the schedule, rounds and forms.

Still stuck? Send us a message.