Task Overview Guide
Our SaaS task scheduling feature is designed to help cleaning companies efficiently assign and manage tasks for their cleaners. This system streamlines task management with automation and user-friendly tools, ensuring a smooth workflow from assignment to feedback collection.
How It Works
- Task Assignment: Cleaning company owners can create tasks and assign them to individual cleaners or teams.
- Task Completion: Once a task is completed, cleaners can log into the SaaS platform and mark the task as "Delivered."
- Automated Feedback Request: After a task is marked as delivered, an automated feedback email is sent to the customer. This email asks the customer to provide a review or feedback on the service provided.
Task Features
- Task Types: We currently support two task types:
- Cleaning
- Consultation
- Task Assignment: Tasks can be assigned to either individuals or teams.
- Reminder System: When creating a task, cleaning company owners can set a reminder time (in hours) before the task is due to be delivered.
- Role-Specific Access: Certain roles within the cleaning company have access to the task system, allowing them to manage tasks, including marking tasks as delivered.
Automation Flow
The task system is built for automation, making the process seamless for cleaning companies. Here’s the flow:
- Task is created and assigned to a cleaner or team.
- Cleaner completes the task and marks it as delivered in the SaaS platform.
- The system sends an automatic email to the customer requesting feedback or a review of the service provided.
Explore More
For a detailed guide on how to use the task scheduling feature, click the link below:
Read the Full Task Management Guide