Periodical jobs are scheduled cleaning tasks that don't need to be done daily or weekly but occur on a regular, less frequent basis, like every 3 weeks.
Creating a Periodical Job
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Go to the Periodical 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 Checklists.
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This will take you to the Periodical 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 periodical job.
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Customising Your View
On the Periodical 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 Periodical Job Data
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Export the Task List
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On the Periodical 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 periodical jobs.
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If you need to assign periodical tasks to specific cleaners, follow the steps in How to Assign Periodical Tasks to Individual Cleaners.