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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 is currently in Beta testing for Swept customers. If you have any questions please contact support@sweptworks.com.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.

Details

Keeping track of the important things that need to be done at each of your locations has never been easier. Checklists let Cleaners know what tasks need to be completed each shift and enable Managers to track completed and incomplete tasks to keep a finger on the pulse of the business, wherever they are.

The Checklists feature provides a complete task tracking solution including custom checklists for each location. Have your team complete them as part of onsite shifts, and measure the results.

Click here to see a video on creating checklists and checklist templates.

Who Has Access to Update Checklists?

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Once a checklist is created you can delete the checklist from the Edit Checklist page by clicking on the down arrow by the blue save button and select Delete Checklist.

Re-ordering Your Checklist

You can re-order areas and items in your checklist by clicking on the two lines to the left of the area or item and dragging it to where you would like it moved. If you move an area then all items will move along with it.

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Deleting an Area and Item

You can delete areas and items by clicking the minus icon to the right of the area and item line.

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Covert a Checklist to a Checklist Template

If you created a checklist and would like to create it as a template so you can easily copy it to other locations follow these instructions:

  • Sign in to the Swept Desktop App at https://app.sweptworks.com/ .

    Go to Locations. On the line of the location with the checklist click the three dots and select Checklists

  • Select the checklist you would like to update to a template.

  • Click on the arrow on the blue Save button. Select Save & Create Template. Once this is done any changes made will be saved to your checklist and a checklist template will be created.

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