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Cleaners' App Settings and Information Access
Cleaners' App Settings and Information Access

Hide Your Customers' Contact Details and Pricing From Your Cleaners in Work Orders & the Mobile App. Limit their schedule view.

Maria Dorian avatar
Written by Maria Dorian
Updated over a week ago

Go to Settings ➡️ Cleaners ➡️ General settings

  • Leave the third box unchecked beside "Allow all cleaners to view appointment prices" if you don't want your cleaners to see the price of each appointment. Check it if you want the info shown to your cleaners.

  • Leave the fourth box unchecked beside the "Allow all cleaners to view customer contact info" if you don't want your cleaners to see a customer's contact info. Leave it checked if you want them to see it.

  • You can turn on an automation so that Active jobs are marked as Complete once all the cleaners have clocked out of the job.

  • You can also limit the cleaner's ability to clock in/out and view their schedule too far in advance or in the past:

  • Do not forget to scroll down until the bottom and click on the "Save Changes" button.

  • In addition, you'd also need to delete the price and customer contact info parts in your Work Order email template. Go to your Settings > Email & SMS notifications.

  • Make sure that you're in the Work Order tab under the Email Templates section.

  • Scroll down and delete the wildcards you'd want to hide from the Body section such as the Customer Contact Information and Balance Owed.

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