Manage your team and their hours

On Team, the Crews tab holds your crews and the Cleaners tab holds each cleaner, their weekly hours and time off. Owners also add cleaners, send invites and switch people off.

Before you start

Dispatchers can edit crews, hours, time off and a cleaner's name, phone and skills. Only the owner can add cleaners, see or change pay, send invites, switch a cleaner off and sign a cleaner out. Everyone else sees "Only the owner can add cleaners or change pay." and Owner only in the Rate column.

Steps

1. Open Team. To add a crew, stay on Crews and select Add crew. Fill in Name, Color and Skills (comma separated). Tick the cleaners under Members (one lead) and mark one as Lead. Turn on Start the day at the lead's home if that is where the crew begins. Select Save crew.
2. To change a crew, select Edit on its card. The Active switch turns the crew off; it then shows Inactive. The lead must be an active cleaner.
3. Open the Cleaners tab. The table lists Name, Email, Rate, Crew, Active and Actions.
4. Owner only: select Add cleaner, fill in Name, Email, Phone, Hourly rate ($), Payout % (optional) and Skills (comma separated), then Add or Add and invite. Add and invite emails a sign-in link for the crew app. For someone already added, select Invite in their row; "Sign-in link sent" confirms it.
5. Select Hours in a cleaner's row. The box "... hours and time off" has Weekly hours: switch each day on, set the start and end times, and select Save hours.
6. In the same box, under Time off, fill in First day, Last day and Reason (optional), then select Add time off. The remove icon on a row ("Remove time off") deletes it.
7. Under Time-off requests at the bottom of the tab, requests from cleaners appear. Select Approve to add the time off, or Decline.
8. Owner only: to switch a cleaner off, turn off their Active switch. To end their sessions on every phone and browser, select Edit, then Sign out everywhere, and confirm with Sign out everywhere.

Office roles (owner and office manager)

The Office team tab on Team lists the people who sign in to the console. Only owners and office managers see it. Dispatchers, customer service and bookkeepers do not.

1. Open Team, then the Office team tab.
2. Select Invite. Fill in Email, Name (optional) and Role, then select Send invite. "Sign-in link sent to ..." confirms it.
3. To change someone's role, use the Role menu in their row. You cannot change your own role, and only an owner can change another owner.
4. To take someone off the team, select Remove in their row and confirm. They lose access on their next request.

What each role sees:

• Owner: everything, including pay, billing and the team.
• Office manager: runs the office. Can invite dispatchers, customer service and bookkeepers, but cannot change an owner.
• Dispatcher: jobs, schedule, crews and customers, as described above.
• Customer service: books and edits jobs and customers. The menu has no Money, Pricing or Team.
• Bookkeeper: the Money page and its Export menu: Money by payment method (CSV), Payments (CSV) and Cleaner payouts (CSV). They cannot book or change jobs.

Owners and office managers can read Settings, then Open the activity log, to see who changed what and when. When our support team looks at your shop to help you, the view is read-only, lasts 30 minutes and shows in Activity as "Support started viewing the shop" with the reason.

What happens next

A crew's shift on the board comes from the weekly hours and time off of its cleaners. With no shift, the crew row reads Off and route planning skips it. See Plan routes for a day.

If something goes wrong

• "That email already belongs to someone on this team." Use a different email.
• "The lead must be an active cleaner." Pick another lead or switch the cleaner back on.
• "Someone else changed this crew. Reload and try again." Refresh the page and redo the edit.
• "Monday: the end time must be after the start time." Fix the day named in Weekly hours.
• "Link not sent." Try Invite again later.

Related

Plan routes for a day · Pay your cleaners from the Payouts report · Use the crew app