Update Location Details
Once a location exists in the system, we recommend updating additional information such as the services you will provide for the location and the staff you have assigned to work the location. Follow these instructions.
- Go to Customers > Manage Locations
- Find the location you wish to edit and click the edit pencil
- Click across the tabs at the top of the location information and update the settings as needed.
- Confirm location Time zone
- Services - Define the jobs you will perform for that customer
- Assignments - Assign employees to work this location
- Instructions - Add instructions on how to clean the locations. Add multiple categories (Cleaning, security, address info...) as needed.
- Portal - Provide your client with a web page to submit their needs to you
- Schedule - Give assigned staff a set timeframe to regularly work the location