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
The Board is a view on Schedule, next to Day, Week and By cleaner. When two or more people work that day, Schedule opens on it. Each person's working hours and start point, on their page in Team, make the warnings and the map right.
- On Schedule, choose Board, and pick the day with the arrows or Today.
- Drag a visit to another person's column to give it to them, or up and down to change the order of their day. With the keyboard, press Space to pick it up, use the arrow keys, then press Space to drop it.
- Or open a visit's menu for Give to someone else…, Move to another day…, Skip… or Mark no access…, as well as Open visit and Open property.
- To move several at once, choose Choose several, tick the visits, then choose Give to someone else or Move to another day.
What happens next
Each change saves straight away, and the cleaner's phone shows it at its next sync. After a change from a visit's menu, Undo shows for a moment. A visit moved to another day keeps its cleaner, and the nightly schedule leaves it on that day.
Visits that are done, started, skipped, cancelled or no access show a lock and stay where they are. Each column shows the person's progress, their time on site against their hours, and warnings such as On holiday, Off sick or Doesn’t usually work on Mondays.
The day at a glance shows Visits, Finished, On site and Nobody has. Search a person, address or postcode, or filter by People, Round, Area or Service. Dragging is off while a filter is on; each visit's menu still works. Map shows the day's stops in each person's colour.
From a person's menu, Off sick today… makes a cover plan, giving each visit to the nearest person with time left, and Start and end for this day… sets where their day starts and ends for that day only. Add someone to today gives a column to someone who isn't working that day, so you can drag work to them.
If something goes wrong
- “We couldn’t move …, so it’s back where it was.”: the reason follows. Someone may have changed the day, or the cleaner started the visit. The Board shows the day as it is now.
- “Only the owner and managers with Schedule can change the day.”: ask the owner to tick Can plan the schedule, rounds and forms for you.
- “The business is closed that day. Choose another.”: choose a day that isn't a closed day.
- “Choose a new day from today on.”: visits can't move into the past.
- “Nobody else is working this day. Add someone to the Board first, or move the visits to another day.”: when covering someone off sick.
Who can do this
The owner, and managers with Can plan the schedule, rounds and forms. Other managers can look at the Board but not change it. The day's Value shows only for the owner and managers with Can see invoices, take payments and set prices.
Still stuck? Send us a message.