23. Quick reference
Owner or manager: a typical day
- Open the Dashboard.
- Work through Needs attention: assign cleaners, review requests, resolve issues and no-access decisions.
- Check Today's cleans and the Next 7 days.
- Follow up new Leads; convert the ones who say yes, and add their property and plan.
- Generate jobs for plans when you need cleans further ahead.
- Invoice completed cleans (Create invoice, then Issue invoice).
- Record payment as money arrives.
Cleaner: a typical day
- Open My Jobs and check Today.
- Tap your next clean and read the notes and priorities.
- Tap I've arrived, then Start clean.
- Tick off the Checklist.
- Tap Complete job (or Report issue or No access if needed).
- Move on to the next clean.
Key definitions
| Term | Meaning |
|---|---|
| Revenue | Money actually received in the chosen period. |
| Outstanding | What customers currently owe on issued and part-paid invoices. |
| Overdue | The part of Outstanding past its due date. |
| Unassigned | A clean with no cleaner yet. |
| Draft invoice | Prepared, numbered, not yet issued or owed. |
| Booked length | A clean's scheduled start to end. Hourly invoices use it. |
| Awaiting update | In the customer portal: an earlier clean that has not been completed or closed yet. |
| Confirm it is you | The password check before access details are shown. It lasts 5 minutes. |