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For a limited time, all Swept users will have access to our checklists feature, giving managers and cleaners the opportunity to test our new Checklists feature. Designed with “easy” in mind, an easy to use interface is paired with powerful reporting to help you stay connected with cleaners and clients. |
Keeping track of important tasks at locations has never been easier. With the new Checklists feature you can let your cleaners know what needs to be done as part of each shift and find out what did and more importantly did not get done immediately, making sure you know what is going on in the field.
To get you started with Location Checklists we thought it might be helpful to provide some hints on how to structure your checklists and some examples on how you can use checklists can help streamline your business.
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Before you get started adding your Location Checklists make sure you set up your templates For more information on Checklist Templates check out these related documents |
Important notes
There are several different ways to structure and use location checklists. When setting up your checklists there are a few important things to remember:
Each location can have multiple checklists. This means you can structure your checklists by the cleaner, shift, floor, etc.
A cleaner can complete multiple checklists as part of one a shift, allowing you to breakdown the work into multiple lists to suit your needs.
A cleaner can put a shift in progress to complete over multiple log ins. For example if they log out to take a break they can save the checklist in progress to complete once back.
A cleaner can complete the same checklist twice during a shift if a particular area needs to be done once at the beginning of the shift and once at the end, you can use the same checklist.
If you have an are area or an item that you will use on multiple checklists make sure to add it as a template first. This will save you time and eliminate the need to duplicate work.
Areas and items can be added to checklists, but changes will only be shown on a go-forward basis. Adding a new item will not impact the results of previously completed checklists.
Location Checklist Examples
Below we will break down some real-life examples of how you can structure your checklists.
Team of cleaners working the same shift
At some locations, you may have a team of cleaners. Using the checklist feature you can add a separate list for each member of the team. That way each cleaner will know exactly what they are responsible for!
Items need to be completed at different intervals
Sometimes you will have items that need to be completed every shift, but some may only need to be completed weekly or monthly. You can set-up different checklists to make sure the items get done as often as necessary.
Health check
With the global pandemic, you may need to have your cleaners complete a health check before they enter a location. Adding a health checklist to each of your locations is a great way to accomplish this.
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This is a great use case for templates! Make sure you add these additional services as a template so you can add them to locations as needed. Check out our Checklist Templates - Best Practices and Examples page for more information on how to do this. |
All-day or Day/Night shifts at the same location
At some locations, you may have tasks that need to be completed during the day shift and some tasks that need to be completed during the night shift. You can create different checklists for each of these shifts at a location. You can even choose to breakdown your all-day shifts into morning or afternoon tasks to help your cleaners structure their day.
Areas needing to be cleaned multiple times
Some of your locations may require certain rooms to be cleaned multiple times during the same shift. In this case, you do not have to create multiple checklists, just have your cleaner complete the same checklist multiple times as part of their shift!
Additional or add-on services to be completed
Sometimes you need to complete a one-time carpet clean as a result of a spill, or maybe you clean the windows yearly as an upsell. You can create custom checklists to outline this work, making sure all the tasks are completed as part of this special shift.
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This is a great use case for templates! Make sure you add these additional services as a template so you can add them to locations as needed. Check out our Checklist Templates - Best Practices and Examples page for more information on how to do this. |
Location On-boarding
A checklist is a great way to introduce new cleaners to a location. You can create a checklist that outlines the steps to take the first time they clean a location.
Some example items are:
Locate the supply closet on the 4th floor and collect your supplies
The location of the office keys can be found in the security info section of Swept
The office managers name is Karen, please introduce your self to her
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