Scheduling Cleaners and Inspectors in BeHome247

Efficient scheduling is a key feature of BeHome247, enabling housekeeping managers to assign cleaning and inspection tasks seamlessly. There are two primary ways to schedule cleaners and inspectors:

1. Permanent Assignment
2. Manual Assignment

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Permanent Assignment: Permanent assignments allow you to automatically assign a specific cleaner or inspector to a property. This ensures that all cleaning or inspection tasks for the property are consistently assigned to the same user.

Steps to Assign a Permanent Cleaner or Inspector:

1. Search for the Property:

• • Go to the Properties section and search for the property you want to assign.

2. Access the Property Page:

• • Click on the property name to open its details.

3. Navigate to Settings:

• • Scroll down to the Settings tab under the Property Status icons.
  • Select the Housekeeping option.

4. Assign the Cleaner or Inspector:

• • Scroll to the Permanent Cleaner and Permanent Inspector drop-down menus.
  • Select the desired cleaner or inspector from the list.

5.Save Your Changes:

• • Click Save to confirm the assignment.

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Manual Assignment: Manual assignments give you flexibility for ad-hoc or specific task scheduling. You can assign tasks to cleaners or inspectors for one-time services or for bulk scheduling.

Steps to Manually Assign a Cleaner or Inspector:

1. Search for the Property:

• • Go to the Properties section and search for the property.

2. Select the Property:

• • Click the checkbox next to the property name.

3.Open the Actions Dropdown:

• • Select the Actions dropdown menu.

4. Choose Assignment Type:

• • Select either Assign Cleaner or Assign Inspector from the list.

5. Create the Task:

Fill out the task creation form, including details like task type, timing, and any specific instructions.

• Assign to: select cleaner or inspector
• Due Date: Select the desired task completion date
• Note: any special requirements of this task.
  
  
  

6. Save the Task:

• • Click Save to finalize the manual assignment.

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Specialty Services:

 

 

Use the Special Services box during task creation to include unique instructions or tasks outside the standard cleaning or inspection scope. This could be a deep clean, towel exchange or mid-stay clean. 

 

 

 

     

 

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Method	Best For	How It Works
Permanent Assignment	Properties with consistent, recurring cleaning or inspection needs.	Assign a cleaner or inspector permanently through the property's Settings tab under Housekeeping.
Manual Assignment	Ad-hoc or one-time tasks, bulk scheduling, or specialty service assignments.	Use the Actions dropdown in the Properties section to assign cleaners or inspectors manually. You can also create custom tasks using the Special Services box.

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FAQ

How do I choose between Permanent Assignment and Manual Assignment?

• UsePermanent Assignment if you want a specific cleaner or inspector consistently assigned to a property.
• Use Manual Assignment for ad-hoc tasks, bulk scheduling, or special services.

Why can’t I see a cleaner or inspector in the drop-down menu?

• Ensure the cleaner or inspector has been added as a user and assigned the appropriate role in the system.

Can I assign tasks to multiple properties at once?

• Yes, you can select multiple properties during the manual assignment process to schedule tasks in bulk.

What happens if I assign the wrong person to a task?

• You can reassign tasks by editing the task details in the Services section of the dashboard.

Can I delete an assignment?

• Assignments can be canceled in the Services section if they are no longer needed.

What happens if multiple users are assigned to the same task?

• All assigned users can view the task in the system and update the property's status, but only the first user selected in the "Assign To" line will have the ability to edit the task details.