Scheduling
Book cleans, repeat them, put a cleaner on each one and follow it through to done.
Part of Scheduling and rotas
The rota
- How to use the schedule and dispatch board The dispatch board and the seven other views, dragging a clean onto a cleaner, the sick-call flow for finding cover, the week grid and booking from an empty slot.
- How to book a clean The Add clean drawer end to end: templates, client and location, dates and duration, services and add-ons, the estimated price, the checklist, the cleaner, notes, and what happens when you save.
- How to repeat a clean CleanFlo writes out real cleans rather than storing a repeating rule, which is why you can edit one week without touching the rest. Weekly, fortnightly or monthly, ending on a count or a date.
- How to assign a cleaner and find cover The Assigned Staff picker and its live availability badges, what happens when a clean has nobody on it, how the Dashboard chases those, and reassigning a batch of cleans at once.
- How to save and use clean templates Saving a clean you book over and over as a reusable configuration: the Clean templates sheet, every field in the template drawer, and how a template is loaded onto a new clean.
On the day
- How a clean moves through its statuses A clean moves Scheduled, In Progress, Done, and your cleaner is usually the one moving it. What each state means, when you should override it, and what a finished clean records about itself.
- How to ask for photos and readings on a checklist Give any checklist line a Photo required or a Reading required, with a reading type, a minimum, a maximum and a unit. The requirement copies onto every job the template builds, the cleaner app shows and enforces it, Complete clean will not finish while one is unmet unless a cleaner writes a reason, and the Checklist requirements module turns all of it off.
- How to email the week's schedule Sending every cleaner their next fortnight by email: the Send Schedule sheet, who appears in it, what the email contains, and the automatic notifications that fire without you.
Cannot find it?
Every message is read by a person on the CleanFlo team.
