Introduction to cleaning types

Cleaning types, also known as “task types” are used to categorize a company's task planning.

If your company offers a variety of different types of cleaning for your customers, e.g. domestic cleaning or commercial cleaning, these are two of the most basic cleaning types you can create.

When you are creating cleaning types, you can use them to plan tasks for your customers. Afterwards, you are able to run the payroll for employees and invoices for customers depending on the amount of work done for the different types of cleaning in a given period.

Cleaning types can be set up in different ways, depending on how they are intended to be used for your company and depending on which modules have been activated in your CleanManager.

In this article, you will receive an insight into how you can set up and change your cleaning types:

• Where do I find the cleaning types?
• Setting up cleaning types

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Where do I find the cleaning types?

Administrators can see and set up cleaning types under the category Settings.

	In the menu, choose Settings > Cleaning types
	Here you can see the company's cleaning types. They either already exist and are ready to be edited, or you can begin with creating cleaning types specifically for your needs.

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Setting up cleaning types

Note:

Cleaning types are composed of different sets of data, which are all connected and shown in the different columns.

The data of the columns can vary depending on the activated add-on modules and settings.

Here you will get a quick overview of the different columns, which can be included, depending on the chosen add-on modules and settings.

You can read more about this in the following section:

Description of the different columns of the cleaning types

You can also read more about activating/deactivating add-on modules in this article: Add-on modules

General settings

• Can be reported

Wage settings

• Wage name
• Wage type
• Rate

Employee supplement

• Personal supplements
• Special supplements

Billing settings

• Item no.
• Item name (can be set up by editing the cleaning type)
• Basic price
• Activate / deactivate cleaning types for service agreements  
  
  

 

 

What information is included in the cleaning types?

On the most basic level, cleaning types are equipped with only a name. However, it is also possible to use functions to edit, hide or delete them.

Depending on which module has been activated, or the settings you have chosen, the administrator can add more functions and information to the cleaning type to optimize the planning, payroll, and invoice export (green marks).

If you can see (cannot see) some of these columns, continue reading to find out how to activate and use them:

Description of the different columns in cleaning types:

Name	Name of the cleaning type. The name appears and can be selected during the planning of tasks, e.g. for tasks, and service agreements. This name is also visible to the employee who has been assigned the task.
Can be reported	You can decide if employees should be allowed to start/create tasks on their own. This column will be activated if you enable the following setting: Employees can report hours at the workplaces they are associated with You can decide which cleaning type employees may start / create tasks for on their own. For example, this could be small additional ad-hoc tasks or transport. Click on Edit cleaning type and activate the following setting, if you want your employees to be able to start their own tasks for this cleaning type: The setting enables employees to create tasks in the app or through the CleanManager web browser.
Wage settings	NOTE! This column will only appear, if you have activated the add-on module Wage Calculation. Click on Edit cleaning type  to set up the cleaning type for your wage preferences. Include in wage calculation: Here, you can decide whether or not the cleaning type should be included in your wage calculation, i.e. if you deactivate it, your employee will not be paid for this type of task. Wage name: If a name is entered in the field, it will overwrite the name from the hourly wage profile. If the field is left empty, the name of the hourly wage profile will be used.  Wage type: If a type is entered in the field, it will overwrite the type from the hourly wage profile. If the field is left empty, the type of the hourly wage profile will be used. Rate: If a rate is entered in the field, it will overwrite the rate from the hourly wage profile. If the field is left empty, the rate of the hourly wage profile will be used. The hourly wage profile can be found here: General settings > Wage and supplement rates.
Employee supplement	NOTE! This column will only appear, if you have activated the add-on module Wage Calculation. If you have activated the module Wage Calculation, you unlock the feature to include various supplements across the different cleaning types. For example, a supplement can be used to pay the employee extra for a specific type of task. If a cleaning type is set to trigger a special supplement or more, the following sentence will appear on the cleaning type: Special supplement: 1/2/3, etc. By clicking on the question mark next to the number, you can see which special supplements are set to be triggered. The same goes for the personal supplements. NOTE! For a personal supplement to be triggered, it needs to be checked off at the cleaning type as well as at the employee. If, for instance, Personal Supplement 1 has been checked off on the employee, but not on the cleaning type, then the employee will not receive the supplement when completing a task, set to the before-mentioned cleaning type. To set up the supplements, go to: Settings > Wage and supplement rates You can choose whether a periodical supplement should be included in the wage calculations. To activate this function, go to: Edit cleaning type  and activate this wage setting: To read more about how to create periodic supplements, see the following article: Periodic supplements You can decide whether overtime should be included in the individual cleaning types. You can read more about overtime profiles here: Overtime profiles To activate this function, go to: Edit cleaning type  and activate this wage setting:
Billing settings	NOTE! This column will only appear, if you have activated the add-on module Invoice Calculation. If you have activated the add-on module invoice calculation, you can set up your cleaning types to include an item number and an item name. Click on Edit cleaning type to set up the cleaning type for your invoice preferences. Item no.  This allows you to export the number of tasks performed for customers to the corresponding product type in your financial system. Do you experience that the item number can not be validated by the system? This is because you have not created the item / service in your financial system. QuickBooks: If you are using QuickBooks as your financial system, you can find the information on how to use QuickBooks by clicking on the link below: Add product and service items Add and manage customers Item name: You can either fill out an item name, or you can describe the service in the note field for the task you are planning when you create the task in the calendar. This note field can therefore also be used (if marked) as an item name. The 1. line can be as long as you want it to be. If you click “enter” you change lines and everything written afterwards will not be included in the name: If you do not fill out the item name and does not want to use the first line from the task note, the name of the cleaning type will be used for invoicing.
Basic price (Billing settings)	Here you can include the basic price for your cleaning types. This can either be set up as per hour or task. Per hour: Per hour is used for tasks, e.g., domestic cleaning, for which you want to be paid according to planned or used time. Per task: Per task is used for tasks that are billed based on agreed prices per task. By using basic prices you can regulate all the prices at once. Price increases and other changes for your customers can be adjusted by regulating the basic price here in cleaning types without having to change every service agreement manually. If you leave it blank, you must enter a price manually for each service agreement.
Functions	In the Functions column, you can either edit, hide, or delete your cleaning types. You can read more about this in the following articles: - Edit cleaning types - Hide cleaning types  - Delete cleaning types Activate/deactivate cleaning types: If you have activated the module invoice calculation, you can use the function activate/ deactivate cleaning type . You can use this function to activate or deactivate your cleaning types for all service agreements, either on all invoice intervals or specific intervals. Learn more about invoice intervals here: Introduction to invoice intervals

INFO:

If you deactivate a module or a setting, the system will still save your old information, e.g., basic price and item number, so that they are available in case you reactivate the module or setting.

Read more about how you create your own cleaning types:

Create cleaning types