From standard list to one tapWalkthrough
- Load or write the list. Housekeeping › Setup › Checklist. The standard list is a real one from a real building: eleven monthly tasks, six quarterly, two semi-annual. Load it and edit, or start empty.
- Set an interval per task — 1, 3 or 6 months, or any number. That is the only setting a task has.
- Due-ness is computed per unit. A task is due in a unit when its last tick there is older than its interval, or it has never been ticked. A new unit has everything due; a well-kept one has three or four things a visit.
- The cleaner ticks in the unit. Her page shows only due tasks, grouped monthly / quarterly / semi-annual, biggest interval first. Done is one tap; the task drops to the bottom with the time and her name.
- The record. Every tick, per unit, forever. Housekeeping › Reports shows it as an overdue matrix — units across, tasks down, red where a task is overdue — and per unit as a history.
Turnover and short-stay cleans
A move-out clean uses a different list — the turnover checklist — because everything is due regardless of when it was last done. A short-stay changeover uses a third, shorter one. Set them in the same place; the platform picks the right list from the kind of job.
Supervisor check
Paper checklists often have a second column for a supervisor's initials. Here, a supervisor opens the unit's history and marks it Checked; that is a tick of its own, with their name. Optional; some owners want it, most do not.
Tasks that are not in a unit. The lobby, the stairwell, the water dispenser. Make them a common area in Setup and give it its own list; it appears on the rota like a unit and is cleaned like one, but never shows in money or tenant pages.
Was this useful?
Thank you — that is what it was written for.
Describes the platform as it is today. Something out of date? Tell us. · help 0.71.0