Cleaning and Housekeeping: Difference between revisions
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This report can be used to assign a Properties/Rooms/Units to a specific Cleaner. | This report can be used to assign a Properties/Rooms/Units to a specific Cleaner. | ||
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> '''The Routines function allows you to automatically send reports to specific recipients. Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > ROUTINES for setup.''' | |||
1. In the account that will assign the housekeeping of the units either manually or automatically (auto actions). Create Unit Status that will be used, i.e. Cleaner name/company. | ''' Step 1. ''' In the account that will assign the housekeeping of the units either manually or automatically (auto actions). Create Unit Status that will be used, i.e. Cleaner name/company. | ||
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES > UNIT STATUS | Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES > UNIT STATUS | ||
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2. Go to REPORTS > CUSTOM REPORTS | ''' Step 2. '''Go to REPORTS > CUSTOM REPORTS | ||
Create a New report or update an existing report. | Create a New report or update an existing report. | ||
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<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> For each of your Cleaner accounts, you will need to clone the report and make some adjustments before they can use it for their specific information. | <span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> For each of your Cleaner accounts, you will need to clone the report and make some adjustments before they can use it for their specific information. | ||
3. Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS | '''Step 3.''' Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS | ||
Click on the Button 'Clone Account Settings' | Click on the Button 'Clone Account Settings' | ||
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4. For each Sub Account, you will need to adjust the details in the report and update their Dashboard. To do this you will need to temporarily change the Role = Admin | '''Step 4. '''For each Sub Account, you will need to adjust the details in the report and update their Dashboard. To do this you will need to temporarily change the Role = Admin | ||
Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS click 'Manage Account' for the Cleaner account. | Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS click 'Manage Account' for the Cleaner account. | ||
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5. Setup the Auto Actions to automatically assign the Cleaner to the Properties/Rooms/Units. | '''Step 5.''' Setup the Auto Actions to automatically assign the Cleaner to the Properties/Rooms/Units. | ||
You can then use Auto Actions to automatically assign the Housekeeping to the appropriate cleaner, if it is by Property, Room ids, Units, these can be set in the Auto Action Trigger. | You can then use Auto Actions to automatically assign the Housekeeping to the appropriate cleaner, if it is by Property, Room ids, Units, these can be set in the Auto Action Trigger. | ||
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Repeat this for each Property/Room/Unit/Cleaner. | Repeat this for each Property/Room/Unit/Cleaner. | ||
6. Manually change/assign - If you need to adjust the details for one apartment/property due to change in Cleaner or sickness etc. | '''Step 6. ''' Manually change/assign - If you need to adjust the details for one apartment/property due to change in Cleaner or sickness etc. | ||
Go to CALENDAR go to the Property/Room/Unit | Go to CALENDAR go to the Property/Room/Unit | ||
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If appropriate the Cleaner can then use the Housekeeping Module on the dashboard to update the unit that it has been cleaned, by updating the Unit Status. | If appropriate the Cleaner can then use the Housekeeping Module on the dashboard to update the unit that it has been cleaned, by updating the Unit Status. | ||
=== Create a custom with bookings assigned to a specific Cleaner === | === Create a custom report with bookings assigned to a specific Cleaner === | ||
This report can be used to assign bookings to a specific Cleaner, you have 2 cleaners and assign specific bookings to each cleaner, then run a report with the details of each individual cleaner. | This report can be used to assign bookings to a specific Cleaner, you have 2 cleaners and assign specific bookings to each cleaner, then run a report with the details of each individual cleaner. | ||
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'''Step 2''' - Add the appropriate Booking info code to a booking | '''Step 2''' - Add the appropriate Booking info code to a booking | ||
* | *Open a booking, go to the Info tab | ||
**Click the down arrow key and select the Booking info code to be added - CLEANER1 | **Click the down arrow key and select the Booking info code to be added - CLEANER1 | ||
**Click +Add to save to this booking. | **Click +Add to save to this booking. | ||
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== Automation == | == Automation == | ||
If you want to automate the process you can set up an [[Auto_Actions|Auto Action]] which automatically changes the unit status when a guest arrives. | If you want to automate the process you can set up an [[Auto_Actions|Auto Action]] which automatically changes the unit status when a guest arrives. Auto Actions also allow you to trigger Emails to staff on these changes. | ||
== Customise status presets == | == Customise status presets == | ||