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What this helps you do

Prove one cleaning process before you automate it across your portfolio. This guide connects the property, task, assignee, field work, and manager review.

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Before you start

  • Choose one test property and one upcoming or synthetic cleaning.
  • Confirm the teammate or vendor has access to that property.
  • Prepare the checklist, timing, and photo requirements your team uses.
  • Keep any checkout workflow off until the manual test is complete.

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Prepare the work

1

Review the property

Open Properties and confirm the address, access notes, rooms, and cleaning details the worker needs.
2

Create or choose the cleaning task

In Tasks, use the cleaning task type or template your team has approved. Set the property, date, time, checklist, and required proof.
3

Assign the right person

Assign the teammate, department, or vendor. Confirm their role and property access before saving.
4

Check the worker's view

Ask the worker to sign in, open the assigned task, and confirm the schedule, property, checklist, and instructions.
5

Complete the field test

Have the worker follow the checklist, add the required photos or notes, and mark the task complete.
6

Review as a manager

Confirm completion time, checklist, photos, notes, and any issue that needs follow-up.

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Add checkout automation after the test

Once the manual process is correct, create or update a workflow that creates the cleaning task after the right checkout event. Use the same property, task details, and assignment rules. Run a safe test and inspect Workflows > Runs before enabling it.

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How to check it worked

  • The task belongs to the correct property and time.
  • The intended worker can open only the work they need.
  • The checklist and proof requirements are clear.
  • The manager can review completion and exceptions.
  • Any checkout workflow has a successful safe test in Runs.

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Common problems

Confirm the assignment, department, role, and property access. Then ask the worker to refresh the task list.
Correct the property source first, then update or recreate the test task.
Turn it off, inspect the trigger and assignment in Workflows > Runs, and repeat the safe test.