Cleaning Management Integration in Dash SaaS

Accessing the Cleaning Dashboard

• After purchasing the Cleaning Management Add-On, navigate to the Dashboard column and look for the Cleaning Dashboard section.
• On this dashboard, you will first see the Booking Link, with options to open and copy the link, which can be shared externally to accept cleaning service bookings. You will also see the Total Booking, Total Team, and Total Revenue.
• Next to the Total Revenue, a calendar view is presented. And also provides a clear overview of recent bookings.
• A separate bar chart illustrates the Revenue Trend for the last 6 months, while a booking status pie chart highlights accepted, rejected, and pending bookings. Bookings – Last 7 Days bar chart is displayed below the summary section.

• Staff Dashboard: After logging in as a staff member, navigate to the Dashboard column and look for the Staff Dashboard section. On this dashboard, you will first see four main cards: Total Tasks, Today’s Tasks, Completed Tasks, and Overdue Tasks. Next to these cards, a Weekly Progress chart is presented, providing a clear overview of task completion over the past week. A separate Task Status Distribution pie chart highlights tasks by status, with Reject tasks shown in red. Below the summary section, a Recent Assignments section is displayed, listing the latest task assignments with booking ID, staff member name, and booking date and status.

• Client Dashboard: After logging in as a client, navigate to the Dashboard column and look for the Client Dashboard section. On this dashboard, you will first see three main cards: Total Bookings, Completed Bookings, and Pending Bookings. Below the summary section, the My Recent Bookings section is displayed, showing booking cards with booking ID, team name, date, and request date. Each booking displays its status with color-coded labels, where Reject is shown in red and Accept is shown in green.

Cleaning Team Management

• This page allows you to create and manage your cleaning teams.
• To add a new team, click the Create button, enter the name of the team, select the team’s status from a dropdown (such as active or inactive), and choose team members from the member dropdown.
• Once submitted, the team entry will appear in the list with all relevant information, and you can use the Action column to edit or delete team details when needed.

Booking Requests

• This section helps you manage all incoming cleaning service requests.
• To create a new request, click on the Create button and select the Type, either walk-in or client, Building Type, and Building Unit.
• Then choose corresponding Items from the dropdown, followed by the Address, Description, Booking Date, and Cleaning Date.
• Once saved, the request will be listed with all these details. From the Action column, you can approve/reject, start/end cleaning, convert to inspection, edit, or delete any request as per your operational requirements.

Inspection

• The inspection page gives you access to all scheduled cleaning inspections.
• Each entry displays the Customer Name, Assigned Cleaning Team, Team Members, Cleaning Date, Start Time, End Time, Inspection Status, and Action options for cleaning or dirt, and delete the record if necessary.

Manage Invoices

• This section is dedicated to tracking and managing invoices related to cleaning tasks.
• For every invoice, you can view details like Customer Name, Assigned Team, Team Members, Cleaning Date, Time Duration, Amount, Payment Status (Paid or Unpaid), and perform relevant actions via the action menu.

Maintenance

• On the Maintenance page, you can record and manage maintenance activities linked to cleaning operations.
• Click on the Create button, select the Items, choose the Request Date and Completed Date, select the current Status from the dropdown, and write a Description.
• The newly added maintenance will be listed on the page, and you can view, edit, or delete it anytime as needed.

Manage Complaint

• This page provides a centralized view of all complaints recorded in the system.
• To file a new complaint, click the Create button, enter the Name, choose the relevant Booking Request ID, mention the Complaint Type, select the Status, add the Resolution Date, and provide a detailed Description.
• All submitted complaints will be visible on this page. You can view, edit option to update the complaint or change its status, and delete it if necessary.

Manage Expenses

• On the Expenses page, you can log various expenses related to cleaning operations.
• Click the Create button, select the Expense Type from the dropdown, and enter the Amount, Date, and a brief Description.
• Once submitted, the expense will appear in the list with options to edit or delete and view the entry from the action column.

Manage Services

• This page displays all services with their Image, SKU, Item Name, Sale Price, Category and an “Active” toggle button.
• If this toggle is turned on, the particular service will be displayed on the frontend; if it is off, the service will not be shown on the frontend.
• When this toggle is enabled, the service will be available during the booking creation process. If the toggle is disabled, the service will not appear.

Complaint Types

• To create a new complaint type, click on the “create” button, enter the name of the complaint type, and save it. You can edit or delete the type whenever you want.

Expense Type

• To create a new expense type, click on the “create” button, enter the name of the expense type, and save it. You can edit or delete the type whenever you want.