Keep site details attached to the work
Use consistent property names and precise instructions for common areas, entrances and service spaces. The calendar gives managers a view of scheduled work while employees see the assignments relevant to them.
- Assign responsibility for each task rather than relying on a shared message thread.
- Use Pro floor plans when a written room description needs a visual reference.
Review the record before arranging a return visit
Task photos, completion timestamps and review notes help a manager understand what was submitted. These records support an internal review; they are not an automatically generated client report or a public client portal.
- Specify required evidence before the task begins.
- Create and assign follow-up work when an issue needs another visit.
Standardise the routine across locations
Give each team the same approach to naming, scheduling and handovers. Add Chat for direct and team conversations, and Inventory for site stock and recorded usage. Both are bundled in Pro or optional on Starter.
- Prepare language packs for a multilingual workforce.
- Confirm access, connectivity and location permissions during setup at each property.
Practical answers
Can property owners sign in to a client portal?
A separate client portal is not available yet. The current workflow is designed for your authorised operations team.
Does Cleaner handle tenant bookings or property accounting?
No. Cleaner focuses on cleaning operations. Booking, invoicing and property accounting remain in your existing systems.