How to Add and Manage Locations
Details
"Locations" in Swept are sites that you regularly clean. Locations typically can be described as follows::
A unique address/name of a recurring cleaning
Unique spaces at the same address that have different cleaning instructions and cleaners.
A unique space you are billing a client for.
These are guidelines to determine how locations you clean should be set up in Swept.
Who Can Add Locations?
Managers and supervisors are able to add locations to Swept.
Where Can I Find This?
To Add a Location
Log into the Swept Web App.
In the left-hand menu click Locations. All locations will show on this page.
On the far right-hand side, click the green +Add Location button.
The following fields should be completed for each location.
Location Name
Location ID - The location ID can be used to help manage payroll. This field appears in Swept's Payroll Report.
Address of the location - As you type your address a dropdown will appear so you can verify your address with Google. For more on this click here: How Do I Verify My Address?
Time Zone - What time zone is this location in?
IVR Approved Call-In Number - Cleaners are able to sign in using a landline with Swept's IVR feature. In this field, you add the number they will be calling from. For more on this feature click here: Manager's Guide to Setting up IVR
Geofence - A Geofence is a customized fence you draw around a location to determine if your cleaners and/or supervisors are signing in/out within that location. GeoFences are set up by managers and use GPS technology to create an area around a location for cleaners and supervisors to login. Learn more about this here: Geofences
Security Information - Add in the security information that users require to be at a location. For example security codes. In the mobile app the user will enter their four-digit security pin to access this information. Learn more about this here: Security Pin & Information
Cleaning Instructions - Cleaning instructions are a way to communicate what is expected of your staff during their shifts at each location they are cleaning. Learn more about this here: How Do I Add Cleaning Instructions?
The following information is mandatory and must be added.
Location Name
Country
Time Zone
Once your information has been updated click the blue Save button in the top right corner.
You will be taken to the Location Dashboard for your new location. Two guide cards will appear to prompt you to assign a cleaner to the location and add a shift to the schedule. If you do not plan to have a schedule for this location click Dismiss to remove the card.
Update a Location
Log in to the Swept Web App and go to Locations in the left-hand menu.
Click on the three dots to the right of the location you would like to edit and choose Details.
Update your location information as needed and click the blue Save button in the top right corner.
Delete a Location
Log in to the Swept Web App and go to Locations in the left-hand menu.
Click on the three dots to the right of the location you would like to edit and choose Details.
Click on the arrow on the blue Save button and select Delete Location.
** Please note this will permanently delete your location and all information associated with it.
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