Team Serenity Help Center

Checklist

Where to find it: Team app > Today > Checklist

The checklist lists every task for one job, room by room. You check items off as you clean, and your Client Success Manager can see what is done.

On a job card or on Job details, tap Checklist. The top says Checklist and shows the client name. 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, or all done, with a count such as 2 of 10. A bar under it fills as you finish. A note From the office can show above it.
Work down the rooms. Each room is a section with its tasks. Tap Check all in this room to check every task in it. A Booked extras section lists extras on this booking. Do every one before you Clock Out.
Tap the box by a task to check it. Some tasks ask for a choice, a rating from 1 to 5, a number or a few words instead. Under a task you may see Does not apply, Note and Photo.
Tap Does not apply when a task does not fit the home. Write why, at least 3 letters, and save it. Tap Note to write a note for the office about one task. Undo and Edit note change them later.
Go back to Job details or Today when the banner says all done. If items are left, the banner says whether you must finish them before you Clock Out. Marks you make with no signal send when you are back online.

Header. Says Checklist and the client name. Back returns to where you came from.
From the office. A note from the office for this job, when there is one.
Banner. How many items are left, or all done, with a count such as 2 of 10. It also says if you must finish the checklist before you Clock Out.
Checklist progress bar. Fills as you check items.
Room section. One section for each room, with its tasks.
Check all in this room. Checks every task in that room.
Booked extras. Extras on this booking. Do every one before you Clock Out.
Task box. Tap to check or uncheck a task.
Choice, rating, number, answer. Some tasks ask for a choice, a 1 to 5 rating, a number or a written answer. Tap Enter a number, Write an answer or Edit.
(optional), (removed from booking). Tags on tasks. Optional tasks can stay empty. A removed task is no longer on the booking.
Does not apply, Undo. Marks a task as not applying here. Write why, at least 3 letters. Undo takes it back.
Note, Edit note, Remove note. A note for the office about one task.
Photo. Add a photo to a task.

You cannot check anything. Items are read-only until you Clock In. Go back, tap Clock In, and open the checklist again.
You see This booking has no checklist. No checklist is set up for this job. Tell your Client Success Manager.
Clock Out says to finish the checklist first. Tap Open checklist and finish the items that are left.
Does not apply will not save. Write at least 3 letters of why first.