Jobs are used to manage scheduled and ad-hoc cleaning tasks outside of regular daily tasks. They can be set up as recurring (periodic) cleans—such as weekly or monthly tasks—or as one-off jobs for special or reactive cleaning needs, like urgent issues or unexpected requests.
Creating a Job
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Go to the Jobs Page
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From the homepage, click on Tasks in the navigation bar at the top of the page.
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From the dropdown menu, select Jobs.
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This will take you to the Jobs page.
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Create a New Task
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On the right side of the page, click the Create New button.
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Fill in Task Details
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In the Create Task window, enter the following information:
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Site: Choose the location where the task will be performed.
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Task Title: Provide a clear title for the task.
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Description: Enter a brief description of the task to be completed.
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Occurrence: Set how often the task should be completed.
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Photos (Optional): Attach any relevant photos that may be helpful.
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Save the Task
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Once all the necessary information is filled in, click Save to create the job.
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Customising Your View
On the Jobs page, you can adjust how tasks are displayed to make it easier to find the information you need.
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Choose a Display Mode
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Use the Calendar view or List view options on the right-hand side of the page to change how tasks are shown.
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Apply Filters
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Optionally, refine your view by applying the following filters:
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Date Range
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Client
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Site
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Completion Status
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These filters will help you quickly find specific tasks based on your chosen criteria.
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Exporting Job Data
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Export the Task List
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On the Jobs page, click the Export button on the right-hand side.
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Download Your Report
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This will download an Excel spreadsheet containing the list of jobs.
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If you need to assign jobs to specific cleaners, follow the steps in How to Assign Jobs to Individual Cleaners.