Creating a work order

A work order is a one-off job that sits outside the weekly schedule: a spill, a complaint, a deep clean, a callback from the client. Create one, assign it to a cleaner, and track it to done. The cleaner gets it on their phone and closes it out with completion evidence when your workflow asks for it.

When do I use a work order instead of a schedule?

Use a schedule for shifts that come back every week. Use a work order for a single job that needs doing once. If you find yourself raising the same work order every week, put it on the weekly schedule instead.

How do I create a work order?

1. Open Work orders and choose New work order.
2. Pick the location the job is at.
3. Write a short, specific title (“Restroom flood, level 2”) and add any detail or a reference photo.
4. Set a due date or time if it is time-sensitive.
5. Assign it to a cleaner, or leave it unassigned for a manager to pick up.

Keep titles concrete. “Restroom flood, level 2” beats “urgent issue” when a manager is scanning fifty open jobs.

How do I track it to done?

Every work order carries a status: open, in progress, and done. The assigned cleaner moves it along from the mobile app, so you see live status without calling anyone. Filter the list by location or assignee to find what is still open.

How does the cleaner complete it?

The cleaner opens the work order on their phone, does the job, and marks it done. If your process requires completion evidence, they attach a photo or note before closing it. That completion time and evidence stay on the record, so a manager can see what happened without a phone call. See completing work orders on mobile for the cleaner’s view.

Where to go next

Lay out the regular weekly shifts in Creating a cleaning schedule, or prove quality across a site with inspections.