HansaChat

Documentation

Customers, sites and areas

Sites (buildings/properties) are the heart of the cleaning operation. Every site optionally belongs to a customer.

Create a customer

Administrators create customers under Sites with New customer:

  • Name (required)
  • Contact — name, email, phone (optional)
  • Customers can be archived when the business relationship ends. Completed work is retained.

Create a site

Administrators create sites with New site:

Field Meaning
Name Name of the site, e.g. "North Station 3"
Customer Optional assignment to a customer
Address Street address of the site
Time zone IANA time zone, e.g. Europe/Berlin — controls service date and shift times
Service window (from/until) Times during which cleaning takes place
Instructions Free-text notes for the crew
Contact Name and phone for on-site questions
Access notes Who to call when access problems occur (no codes!)

Important: never store door codes, alarm PINs or lockbox codes in HansaChat. The "Access notes" field exists to name the responsible person — not to store secrets.

The creator automatically becomes the site's supervisor. Further supervisors are assigned in the Team tab.

For every site HansaChat creates two private channels: Objekt … for the site team's conversation and Aushänge … for the supervisors' announcements (see Announcement channels). Their members follow the site team.

Areas

Large sites can be split into areas (e.g. "3rd floor office", "Ground floor sanitary"):

  • Name, floor label and their own instructions.
  • Checklist steps can be assigned to an area.
  • Areas are archived, not deleted — existing references remain intact.

Assign the team

In the Team tab of a site:

  • Roles: Supervisor (site lead) or Worker (cleaner).
  • Effective from (optional): the assignment starts on a given date, e.g. the first day of work.
  • End assignment: access to the site (including channels) ends immediately; completed work stays with its author.
  • Reassigning a person is an auditable action: who was assigned by whom, when, remains traceable.

Photos

The Photos tab shows every photo posted in the Objekt … channel — newest first, grouped by day, with person and time. Nobody files photos by hand: sending a photo in the site chat attaches it to the site.

  • Click a photo to open it large; View in chat jumps to the message.
  • The text with the photo appears in your reading language when a translation exists.
  • If the message is deleted, the photo disappears from the site as well. Photos from the announcement channel do not appear here.
  • Everyone with access to the site and administrators see the photos — also without membership in the channel.

Documents

In the Documents tab supervisors store site documents (e.g. scope of work, safety sheets):

  • Upload via the existing file upload (against the workspace storage limit).
  • Title and effective date; identical titles automatically become a new version (1, 2, 3 …).
  • Only people with an active site assignment can see documents; every download re-checks authorization.

Archiving

Archived sites leave the daily work: schedules are stopped, planned shifts end. History and records remain available to administrators.