A template is the reusable checklist for a cleaning service — e.g. "Office routine clean" or "Sanitary deep clean".
Create a template
Supervisors and administrators create templates under Sites → Templates:
- Name and description
- Review required: switches on the rule that completed shifts of this template must be reviewed by a supervisor before they are finished.
- Steps (at least one), each with:
- Instruction (required) — what to do.
- Area (optional) — assignment to a site area.
- Photo required — the step needs an evidence photo.
- Note required — the step needs a text note.
Versions — the most important principle
Every change to a template creates a new version. A shift running on version 3 stays version 3 forever — even if you change the template later. Completed work is never rewritten.
Reuse
Schedules pick a template with its current version — see Schedules and recurring shifts.