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Finish the checklist and add photos
Where to find it: Team app > Today > open your job > Checklist
What it's for
Work through the checklist room by room on every clean, then add Before and After photos so your Client Success Manager can see the finished work.
Step by step
- On the job card, tap Checklist. It opens the checklist for that job, room by room. You can read it any time, but you can only check items after you Clock In.
- Read the banner at the top. It says how many items are left, and a bar under it fills as you finish. Clock Out can wait until it says all done.
- Tap the box next to each item as you finish it. A check mark appears. Some items ask for a choice, a rating from 1 to 5, a number or a few words.
- If an item does not fit the home, such as no fridge or no basement, tap Does not apply under it. Write why in at least 3 letters, then tap Does not apply again to save it.
- To tell the office something about one task, tap Note under it, write it, and tap Save note.
- Tap Check all in this room when a whole room is done. It checks every plain item left in that room at once, so use it only when they are all done.
- To add a photo for one task, tap Photo under it. Pick Before, After or Damage, then tap Take a photo to use the camera, or Choose from library. A photo with no signal waits on the phone and uploads when your signal is back. The first time, the phone asks to use your camera. Tap Allow.
- To add photos for the whole job, tap Back and scroll to Photos on the job page. Pick Before, After or Damage, then add them the same way. Add the After photos before you Clock Out.
- When the banner says all done, go back to the job card and tap Clock Out.
What you see
- Banner and progress bar. How many items are left, for example 36 left, and how many are done out of the total. It says all done when nothing is open.
- Check all in this room. Checks every plain item in that room at once. Use it only when they are all done.
- Does not apply. Marks an item as not part of this home. It needs a reason.
- Undo. Takes back Does not apply on an item.
- Note and Edit note. A note for the office about one task.
- (optional). An item you do not have to finish before you leave.
- From the office. A message from your Client Success Manager that sits at the top of the checklist.
- Before, After, Damage. The tag on each photo. Pick the tag first, then add the photo.
- Take a photo and Choose from library. Use the camera now, or pick photos already on your device.
Common problems
- The boxes will not tap. You have not started the clean yet. The checklist is read-only until you tap Clock In on the job card.
- It says This booking has no checklist. That job does not have one. Tell your Client Success Manager if you think it should.
- Your marks have not gone through. The checklist works with no signal. Your marks and notes send when the signal is back.
- Clock Out is blocked with items left. Your market needs the checklist finished first. Check each open item or mark it Does not apply with a reason.
- You want to write to your Client Success Manager about the home. On the job's details page, use the box under Home notes & chat and tap Send.
- Documents, Training, Reimbursements or My details are not in the phone app. On Account, tap the row you need. It opens the web Team app in your browser, where you sign in.
- A photo says it is waiting to upload. It will send when your signal is back. You can close the app.