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.
Before you get started adding you Location Checklists make sure you set up your templates
Templates are key to setting up your checklists for the first time. Putting a little effort into properly setting up your templates will save you time when creating each of your location checklists.
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 shift, allowing you to breakdown the work into multiple lists to suit your needs.
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 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
Create different checklists for each team member
Items need to be completed at different intervals
Some items need to be completed every shift, some only weekly or monthly
Health check
Covid checklists to be completed as part of every shift
Scope change
A new area or item has been added to the list
Additional or add-on work to be completed
There has been a spill and the carpet needs to be cleaned, create a custom checklist to outline this work.
All-day shifts at the same location or Day/Night shifts
Morning tasks and afternoon tasks
Areas needing to be cleaned multiple times
The bathroom has to be cleaned every hour. The lobby has to be cleaned at the start and end of the shift
Location On-boarding
Tasks to do the first time you clean a location.
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