For Property Managers
Assignment rules and strategies would allow for the automation of how job assignments can be sent out to your service providers. This module tackles how both can be created to ease your workflow.
Your task calendar is the most important aspect of job assignments. It helps you keep track of what’s going on with your properties and Jobs that needs to be completed for your upcoming guests or other activities.
Channel connections allow calendar data to be sent to your channel manager account with Tokeet which is later synced to Checklist to automate tasks that need to be completed before, during and after a reservation ends.
Creating your Checklist
Checklists allow your service providers to be accountable for the specifics that are required. Once a checklist is created, it is later sent to your service providers to follow in ensuring that the job can be completed as desired.
Invoices are essential in facilitating the payout that is owed to your service provider companies for a job completed. Learn how to update your card details to begin payment processing for services rendered.
Jobs are tasks sent to your service providers. Service providers then accept, start, and complete jobs. Jobs can be created/canceled manually, or you may set up assignment rules to create/cancel jobs automatically.
Managing Service Providers
Service Providers are companies hired to carry out specific jobs or tasks for your properties. The service provided varies from maintenance jobs to transportation and even gardening. Get started on inviting these companies onboard through these help guides.
Properties are required to create and send out jobs to your service providers. Even more useful is the ability to add property instructions to give your service provider additional information about a specific rental including access, parking and general information. Find out how-to in the guides for this module.
Checklist Client Setup Guide
Welcome to Checklist! Here are a few key areas to check when setting up Checklist.
The Billing Information page allows you to view and manage your charges and billing details.. On your dashboard, click your profile image or the icon at the bottom left and select Billing Info from t…