Your daily MooTidy routine

A few minutes each day keeps MooTidy and your business in step. If you also do the cleaning yourself, you will use both routines.

Running the business (owner)

1. Open the Dashboard. It shows today at a glance. See Dashboard.
2. Work through Needs attention. Each clean that needs something is listed with the reason (for example Needs a cleaner or Issue reported) and a link straight to it. Overdue invoices and customer requests are listed below the cleans.
3. Check Today's cleans. Make sure everything for today has a cleaner and is going ahead.
4. Look ahead. Next 7 days shows how many cleans each day has, and how many still need a cleaner. In the Calendar, Unassigned only finds them all.
5. Answer Customer Requests (if you use the portal). Approve or reject each one, make any change yourself, then mark it applied. See Customer Requests.
6. Close yesterday's work. Resolve reported issues, make charge decisions on no-access visits, and make sure every past clean is completed, skipped or cancelled.
7. Invoice completed cleans. Open each completed clean, Create invoice, then issue it from Invoices.
8. Record payments received. Open the invoice and Record payment, checking the amount and date.

Every few weeks, use Generate jobs to create regular cleans further ahead.

Doing the cleans (cleaner)

1. Open My Jobs and look at Today.
2. Open your next clean. Read the notes, any Today's priorities and the checklist.
3. Tap I've arrived when you get there.
4. Tap Start clean when you begin.
5. Work through the checklist, ticking items as you finish.
6. Finish the visit:
   • Complete job when you are done;
   • Report issue if something is wrong (damage, safety, not enough time);
   • No access if you cannot get in.

If you need to see the key safe code or alarm details, tap Show access details and confirm your password. They hide again after 5 minutes. See My Jobs.