Summary
This article explains how to customize and share Work Orders with cleaners by adjusting the template, generating a PDF, and distributing it as needed. It highlights the ability to control what information is displayed, coordinate schedules, and provide cleaners or team leads with clear access to their assignments for a chosen timeframe.
Important
While we currently don't have a way to let cleaners see each other's schedules (only Office Managers can see everyone's schedules aside from the Owner), there is a workaround to show your cleaners another cleaner's schedule by using Work Orders
Customizing and Sharing Work Orders
First, edit the Work Orders template to ensure it's not displaying any sensitive information you don't want cleaners to have access to (i.e., pricing).
On the Settings page, go to Emails & SMS notifications under Communications.
Find the Work Orders template and scroll down to find the Body and customize it if you need to.
Once you are done setting up the Work Order template, go to your Calendar, and under the Actions button, select Send Work Orders
Select Print Work Orders, then select which cleaner's Work Order you want to print and for what timeframe (i.e., the Work Order for the entire week). Then click on Print Work Orders.
A PDF attachment will be generated with all the information you first customized on the Work Orders template. You can now download this PDF and share it with your other cleaners or a specific cleaner.
Keywords:
Work orders
Supervisor
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Team lead
Customize work order template
Shift leader
View another cleaner's schedule
Lead cleaner
Share schedules
Crew leader
View team schedule
Trainer
Cleaner calendar access
Senior cleaner
Cleaning team coordination
Assistant manager
Team scheduling workaround
Field supervisor
Scheduling permissions
Group leader
Calendar visibility
Cleaning team manager
Share the weekly schedule
Team captain
Export cleaner schedule
Cleaning crew supervisor
Download work orders PDF
Support staff
Settings emails & SMS notifications
Operations assistant
Office manager permissions
Scheduler
Schedule visibility workaround
Print a cleaner's schedule
Work orders PDF