Each property can have one or more checklists that guide your cleaners through every task, room by room. Checklists ensure consistent results across cleanings and give you a clear record of what was done.
Creating a checklist
Open a property and navigate to the Checklists tab. Click New Checklist.
Checklist fields
| Field | Required | Notes |
|---|
| Name | Yes | A label for this checklist (e.g. “Standard Turnover”) |
| Cleaning type | No | Link it to a specific cleaning type, or leave blank to make it the default for all types |
Adding checklist items
Click Add Item within any room section — or create a new room section first if needed.
Item fields
| Field | Required | Notes |
|---|
| Room | Yes | Which room or area this task belongs to (Kitchen, Bedroom 1, Bathrooms, etc.) |
| Task name | Yes | Short description of the task (e.g. “Wipe down countertops”) |
| Notes | No | Extra detail or specific instructions for this task |
Reordering items
Drag and drop items within a room to change their order. You can also drag items between rooms to reorganize.
Order items in the sequence a cleaner would naturally move through the space — top to bottom, left to right. This keeps the workflow intuitive.
Cleaning-type-specific checklists
If you use multiple cleaning types (standard, deep clean, post-construction, etc.), you can create a separate checklist for each. When a cleaning is scheduled, the system automatically assigns the checklist that matches its cleaning type.
If no type-specific checklist exists, the default checklist is used.
How cleaners see your checklist
When a cleaner starts a job, the checklist appears organized by room with checkboxes for each task. As they complete items, a progress bar tracks their overall completion. The checklist auto-saves — if they close the app, their progress is preserved.
Cleaners cannot edit the checklist itself — they can only check off items and add photos.
Editing a checklist
Open the checklist from your property’s Checklists tab. You can:
- Add, edit, or remove individual items
- Rename rooms or the checklist itself
- Change the linked cleaning type
Changes to a checklist don’t affect cleanings that are already in progress. The updated checklist applies to future cleanings only.
Deleting a checklist
Open the checklist and click Delete. You’ll be asked to confirm.
Deleting a checklist is permanent. Completed cleanings retain a snapshot of the checklist that was used, so historical records are not affected.
