Defining the users role:
Outside of the Admin role, there are four specific roles designed for managing housekeeping and quality assurance tasks. Each role provides tailored functionality for different users and responsibilities:
Cleaner
- Access: Exclusively assigned to clean task types.
- Who Uses This Role: Users or companies responsible for cleaning tasks.
Cleaner and Inspector
- Access: Assigned to both quality assurance and clean task types.
- Who Uses This Role: Users or companies handling both cleaning and inspection tasks.
Inspector
- Access: Exclusively assigned to quality assurance task types.
- Who Uses This Role: Users or companies focused on quality assurance activities.
Operator
- Access: Main dashboard.
- Capabilities: Create, cancel, and manage tasks and statuses related to housekeeping and maintenance. Can be assigned all task types.
- Who Uses This Role:
-
- Housekeeping Managers
- Coordinators
- Supervisors
-
Defining Account Types:
BeHome247 offers two account types to streamline operations for both vendors and internal staff.
Service Provider
Purpose: Designed for vendors to independently manage their operations.
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 PMI-created invoices.
- Reports: Provides access to the full reporting menu.
- Account: Allows the vendor to add their own cleaners and inspectors into the system.
Additional Notes: This account type includes a Manager role, allowing the vendor to independently add and manage their team members.
Staff
Purpose: Simplified platform for individual cleaners or inspectors. Ideal for service providers operating independently.
Dashboard Features:
- Dashboard: Enables users to manage tasks by accepting and closing assignments.
- Properties: Allows users to start and finish cleans directly.
Available Roles:
- Cleaner
- Inspector
- Cleaner and Inspector
Helpful Hint: Don’t worry if this account type is labeled “staff.” It’s a streamlined option that provides an easy-to-use platform for independent operations.
| Role | Primary Function | Best For |
| Operator | Full task management (create, cancel, manage) | Housekeeping Managers, Supervisors, Coordinators |
| Inspector | Quality assurance tasks only | QA-focused users or companies |
| Cleaner | Cleaning tasks only | Cleaning-focused users or companies |
| Cleaner and Inspector | Both Cleaning and QA tasks | Multi-role users or companies |
| Account Type | Features | Best For | |
|
Service Provider |
Full management tools for vendors | Vendors managing multiple cleaners and invoicing in the system | |
| Staff | Simplified platform for individuals | Independent cleaners or inspectors | |
FAQ:
What is the difference between the Service Provider and Staff account types?
- Service Provider: Designed for vendors managing their teams. It includes tools for task assignments, invoicing, reporting, and adding team members.
- Staff: A simplified platform for individual cleaners or inspectors to manage and complete tasks.
Can a Service Provider add their own cleaners and inspectors?
- Yes, Service Providers have a Manager role that allows them to add and manage their own team members.
What does it mean when the Staff account type is labeled as “staff”?
- The label "staff" is simply a system designation. This role is still suitable for independent service providers, offering an easy-to-use platform without unnecessary complexities.
How do I choose the right role for my team members?
- Assign roles based on the user's responsibilities:
- Operator: For team leaders managing tasks.
- Inspector: For quality assurance staff.
- Cleaner: For cleaning staff.
- Cleaner and Inspector: For those handling both cleaning and QA tasks.
Can a user’s account type or role be changed later?
- Yes
- Roles: Roles can be adjusted if the user’s responsibilities change.
- Account type: Please email support@behome247.com to adjust the role.