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How To Manage Cleaning Teams

Jorge Sardinha avatar
Written by Jorge Sardinha
Updated this week

Summary

  • In this article, we will show you the whole process of managing cleaning teams.

  • From creating a cleaning team, to assigning a team for cleanings, and how to add a new cleaner to the already existing cleaning team.


Creating a Cleaning Team

  • From your ZenMaid dashboard, go to Settings and click Teams under Cleaners.

  • To create a new team, click on + Add Team

  • Once you have renamed the Team, click on the + sign to add the cleaners to the team.

  • Don't forget to click the Save Changes button.


Assigning a Cleaning Team to an appointment

  • From any scheduling view, click on the appointment you want to assign a Team or create a new appointment.

  • On the appointment side panel, go to the Cleaners section and click on Assign.

  • You will see a pop-up showing all cleaners as well as a drop-down to select the team you want to assign to the appointment.

  • Once the Team is selected, the cleaners from that team will be automatically selected.

  • Click “Assign Cleaners” to save changes.

Notes

  • To be able to assign 2 staff to a single house, with different start or finish times for each staff, you can click on Time in and out and select the respective schedules for each cleaner.

  • If you are having a new cleaner join to already existing team, here is how you can add that one cleaner to show on existing appointments.

    • Find the appointments of the team you want to add a cleaner to. You can use filters on the Calendar view to show just the appointments of that team.

    • Click on the appointment and on the side panel, go to the Cleaners section and click on Assign.

    • Add the new cleaner and check the Assign selected cleaners to all future appointments in this recurring service? option.

    • Click “Assign Cleaners” to save changes.


Keywords:

  • Add A Cleaner To A Team

  • Add A Team Member

  • Edit Team

  • Assign Cleaner

  • Assign Cleaners

  • Add Cleaner To The Team

  • Assign Team

  • Assign Cleaner To An Appointment

  • Assign A Team To An Appointment

  • Assign Cleaner To Schedule

  • Assign Cleaner To Appointment

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