Managing Tasks in the Services Screen

The Services Screen in BeHome247 is your go-to tool for managing and editing cleaning and quality assurance (QA) tasks. This section allows housekeeping managers to edit assignments, review task history, and take additional actions with ease.

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Editing an Assigned Cleaner or Inspector

Once a cleaning or QA task is created, the assignment populate in the Services section located under the Main Navigation menu.

Steps to Edit a Cleaning or QA Task:

1. Navigate to Services on the left-hand sidebar.
2. Locate the assignment you want to edit.
3. Click on the Pencil icon on the right-hand side of the task.

4. Make the necessary changes:

1. • Reassign to another cleaner or inspector.
   • Adjust the due date, add notes, or change the type of clean.
   • Modify the cost or the completion status.
   • Update the cleaning process for invoicing purposes.
2. Click Save to apply the changes.
   

    

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Bulk Edits:

1. To make changes to multiple assignments, select the checkbox at the top of the Housekeeping page to choose multiple properties.

2. From theActions dropdown menu, click Bulk Edit to update assignees, due dates, or other fields for several tasks simultaneously.


3. Select Save.

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Additional Edit Assignment Option:

You can also change task assignments directly from the Property List:

If a filter is set for the date, click on the task label to edit the assignee.

Select the new assignee and hit Save.

 

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Reviewing Task History

Task history provides a detailed log of changes made to an assignment.

Steps to Review Task History:

1. Navigate to Services on the left-hand sidebar.
   
   
2. Find the assignment you want to review.
   
   
3. Click on the Gear icon on the right-hand side and select Show History.

 

This will display all changes made to the task, providing insight into its progression and updates.

 

 

 

 

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Additional Actions in the Services Screen

Quick Views:

BeHome247 offers two default filters to help you quickly locate tasks:

1. Today’s Active: Displays all task types with a due date of today and in open status.
2. Open Maintenance: Shows all open maintenance tasks.

Filters:

Use the Filters option to customize your view and focus on specific tasks. You can filter by:

• Assignee
• Service Type
• Status
• Task Type
• Due Dates
• Property Group (using advanced filters)

 

 

 

 

 

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FAQ

What is the Services Screen used for?

• The Services Screen is a central hub for managing, editing, and reviewing cleaning and quality assurance (QA) tasks. It allows housekeeping managers to reassign tasks, adjust details, review history, and filter tasks efficiently.

Can I make changes to multiple tasks at once?

• Yes, you can!
  • Select multiple properties by clicking the checkboxes at the top of the Housekeeping page.
  • From the Actions dropdown menu, select Bulk Edit to make updates to multiple assignments simultaneously.

How do I reassign tasks directly from the Property List?

• If you have a date filter set, you can click on the task label from the Property List to quickly edit the assignee.

How do I review the history of a task?

1. Navigate to Services on the left-hand sidebar.
2. Locate the task you want to review.
3. Click the Gear icon on the right-hand side and select Show History.
4. This will display a log of all changes made to the task

Is there a way to track which tasks are completed or pending?

• Yes, by using the Filters or Quick Views, you can track the status of tasks, including those that are open, pending, or completed.