BeHome247 provides vendors with a robust dashboard to efficiently manage their operations. Below is an overview of the key features and functionalities available within this dashboard.
Dashboard Features
- Dashboard: Displays all companies the vendor cleans for.
- Properties: Lists properties assigned to the vendor.
- Management: Allows vendors to assign tasks (e.g., cleans) to their team.
- Invoicing: Enables viewing of PMI-created invoices.
- Reports: Provides access to the full reporting menu.
- Account: Allows the vendor to add their own cleaners to the system and adjust preferences.
Dashboard
The Dashboard screen provides a high-level overview of your daily tasks.
Key Statuses Displayed:- Pending: Total assigned tasks that are open for the day.
- Assigned: Total open tasks assigned to your company but not yet assigned to specific cleaners.
- Completed: Total completed tasks (due date today).
Properties
The BeHome247 Property List Screen offers a versatile view of all assigned properties, helping you manage and monitor them effectively.
Key Features:
- Filters: Use the Property List Filter tool to refine search results.
- Consolidated List Tool
: Streamline your property list into a unified view with stacked property statuses, providing a clear overview of ongoing tasks. - Property Assignment
: Click the person icon to view detailed assignments for each property, including cleaning tasks currently assigned.
Management
The Management screen allows vendors to assign tasks (e.g., cleans) to their team.
A detailed session on how to use this feature will be covered later in this course.
Invoicing:
The Invoicing screen enables vendors to view invoices. For detailed instructions on using BeHome247 invoicing, refer to the knowledge base article below:
Reports:
The Reports menu provides vendors access to comprehensive reporting tools.
Recommended reports for cleaning providers include:
- Housekeeping Forecast
- QA Stats
- Cleaning Stats
Account:
- Add and manage their team (e.g., cleaners).
- Adjust team preferences, such as language and notifications.
- Update their own personal preferences.
Frequently Asked Questions:
What is the Service Provider Dashboard?
- The Service Provider Dashboard is a tool provided by BeHome247 that allows cleaning vendors to efficiently manage their operations, including tasks, properties, invoices, and team assignments.
How can I manage my team and preferences in the Account section?
- The Account section allows vendors to:
- Add and manage cleaners.
- Adjust preferences (e.g., language and notifications).
- Update personal settings.
Can I change my cleaner’s language preference?
- A cleaner’s language can be updated to Spanish on the account screen.
- Yes, the Dashboard and Properties screens display tasks and properties from all property managers you work with.