How do I add notes and files to a location?
You can add important information, notes, and links to files for each location.
Steps to add notes to a location
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Option 1: Click your profile in the bottom left corner, go to Manage Locations, and select the location where you want to add notes.
Option 2: Use the search bar at the top left (or press Ctrl+K) and type the location name.
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Go to the Service Details tab.
Types of notes
Admin Notes
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Visible only to administrators and supervisors.
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Not accessible to cleaners.
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Use for internal information and management details.
Cleaner Notes
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Visible to cleaning staff.
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Use for important information cleaners need, such as:
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Alarm codes
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Door lock codes
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Access instructions
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Building-specific procedures
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Adding file links
You can link to documents stored in Google Docs, cloud storage, or other online locations:
- Type descriptive text (e.g., "MSDS Sheets" or "Floor Plan").
- Select the text and create a hyperlink.
- Add the URL to your cloud-stored document.
- Cleaners and staff can click the link to access the files.
This is useful for floor plans, safety documents, procedures, and other reference materials.
*You can also use custom fields to track or consolidate additional location information from spreadsheets or notebooks, and attach files.