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Digital Cleaning Checklist
Digital Cleaning Checklist
Andrew Castillejo avatar
Written by Andrew Castillejo
Updated over 2 weeks ago

By the end of this article, you'll know how to use our new digital cleaning checklist feature.

Step 1: Navigate to the checklist hub to create a new checklist from scratch.

Step 2: Enter a name for your checklist.

Step 3: Add the necessary sections.

Step 4: Include the items you need.

Step 5: Don't forget to save your checklist.

Step 6: Alternatively, create a checklist using templates from multimillion-dollar cleaning businesses.

Step 7: Choose a template that suits your needs.

Step 8: Name your checklist.

Step 9: Remember to save your work.

Step 10: From this page, archive, duplicate, edit, or assign checklists to appointments.

Step 11: Assign checklists to customers or appointments

Step 12: Select a simple appointment or the entire recurring service for a customer.

Step 13: Click on 'assign'.

Step 14: Access the checklist from your calendar view by going to an appointment.

Step 15: Click on 'assign a checklist'.

Step 16: From here, create a new checklist from scratch, a new checklist from a template, or assign an existing one.

Step 17: Assign the checklist to this appointment or this and all future appointments.

Step 18: To fill out your checklist, click on 'details'.

Step 19: Check individual items or bulk-check the whole section

And that's all there is to it! You're now a pro at using our digital cleaning checklist feature.

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