Help & Documentation

Getting Started

Welcome to Turnoverly! This platform helps you manage property cleanings, schedule your team, and track property turnover efficiently.

Quick Start Guide:

  1. Set up your properties in the Properties page
  2. Add cleaners to your team (if applicable)
  3. Create cleaning schedules in the Scheduling page
  4. Track and manage your agenda

Managing Properties

The Properties page allows you to add and manage all your properties. For each property, you can:

  • Name: Give each property a unique, identifiable name
  • Address: Store the full address for reference
  • Entry Codes: Record door codes, lockbox combinations, or access instructions
  • Invoice Clean: Set the amount you invoice clients for cleaning services
  • Expense Clean: Track your costs for cleaning supplies and materials
  • Split Clean: Record payout amounts if splitting revenue with cleaners

Note: For Zoho integration users (tenant ID 1), properties are managed directly in Zoho CRM. Use the Zoho links in the menu to make changes.

Scheduling & Agenda

The Scheduling page is your command center for managing cleanings:

Agenda View

  • See all scheduled cleanings organized by date
  • View property details, assigned cleaners, and booking dates
  • Toggle between showing or hiding past events
  • Print your schedule or download it as a calendar file (.ics)

Client View

  • See an organized view of cleanings by property
  • Share individual property schedules with clients via unique URLs
  • Each property has its own shareable calendar link

Creating Schedules

  • Click "Add" to create a new cleaning schedule
  • Select the property from your list
  • Choose check-in and check-out dates
  • Assign a cleaner (Enterprise plan users)
  • Add multiple date ranges for recurring cleanings
  • Submit to save your schedule

Team Management

Manage your cleaning team efficiently:

  • Add Cleaners: Register team members in the system
  • Assign Jobs: Designate specific cleaners to properties (Enterprise plan)
  • Track Workload: See which cleaners are assigned to which properties
  • Solo Operations: If you're the only cleaner, you can still schedule and track all jobs

Menu Options

The menu button (top right of each page) provides quick access to:

  • Scheduling: Navigate to the main scheduling dashboard
  • Manage Properties: Add, edit, or remove properties
  • Show/Hide Past Events: Toggle past cleanings in your agenda
  • Print: Print your current schedule
  • Download: Export your schedule as a calendar file
  • Help: Access this documentation

Subscription Plans

Your Plan: Starter

Starter Plan

Active

Perfect for solo operators

  • Unlimited properties
  • Basic scheduling
  • Agenda and calendar views
  • Print schedules

Professional Plan

Advanced tracking capabilities

  • Everything in Starter
  • Calendar exports (.ics)
  • Inspection tracking per schedule
  • Grill clean tracking
  • Invoice tracking per schedule
  • Expense tracking per schedule

Enterprise Plan

Full team collaboration

  • Everything in Professional
  • Assign cleaners to schedules
  • Client-specific shareable links
  • Cleaner-specific shareable links
  • Password-protected secure access
  • User account management

Tips & Best Practices

  • Keep entry codes updated: Regularly verify and update access codes to ensure your team can enter properties smoothly
  • Use descriptive property names: Make it easy to identify properties at a glance (e.g., "Lakeside Cottage" instead of "Property 1")
  • Schedule in advance: Add cleanings as soon as bookings are confirmed to avoid conflicts
  • Download your schedule: Export to your personal calendar app to stay synced across devices
  • Share with clients: Use shareable URLs to keep property owners informed of cleaning schedules
  • Hide past events: Toggle this option to focus on upcoming cleanings and reduce clutter
Help & Documentation - Turnoverly