Types of Cleaning Notes and Keys

Different types of cleaning notes and Property Keys for the office and providers to view

Understanding the Different Job Note Types

Notes Types		Example	Visible to
Property Key	How to get into the home	Front door code 4573	Admin/Providers
Entrance Notes	How to get into the home	Front door code 4573	Admin/Providers
Cleaning Notes	Anything related to the cleaning	Do not clean the laudry room if the dog in in there	Admin/Providers
Customer Preferances	Anything outside of actual cleaning	Close bedroom doors when complete so cat does not go into rooms	Admin/Providers
Internal Notes	ONLY for Admins to see...cleaners do not view them	"Do not send Ashley" OR "Only schedule on Tues Mornings"	Admin Users

1. Job Notes (Entry Notes)

• Used for how to access the property.

• Examples:

  • Back door entry

  • Key under mat

  • Lockbox location

• These notes are visible to cleaners and help them enter the property correctly.

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2. Cleaning Notes

• Used for specific instructions for how the cleaning should be done.

• Examples:

  • Start in the office first

  • Go upstairs later because client works from home

• These notes are visible to cleaners and guide the cleaning process itself.

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3. Customer Preference Notes

• Used for client preferences or rules.

• Examples:

  • Do not park in the driveway

  • Use specific trash cans

• These notes are visible to cleaners and should be followed on every visit.

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4. Internal Notes (Admin Only)

• Used for office and scheduling purposes only.

• Examples:

  • Only send Sarah’s team

  • Internal reminders or history you don’t want cleaners to see

• Visibility:

  • Admins only

  • Not visible to cleaners

• Helpful when scheduling jobs or tracking internal instructions.

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5. Property Key Section

• Located under Job Details.

• Designed for physical keys but can also be used for:

  • Door codes

  • Gate codes

  • Single access codes

• Best used when there is one main access method.

⚠️ Limitation:

• You can typically store only one key/code in this section.

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6. Multiple Codes (Garage, Gate, Etc.)

• If multiple access codes are needed:

  • Garage code

  • Gate code

• Use the additional code fields, which allow you to list more than one.

• This is more flexible than the Property Key field.

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Notes

• Cleaners can see:

  • Job notes (entry)

  • Cleaning notes

  • Customer preferences

• Cleaners cannot see:

  • Internal notes

• Use internal notes for anything operational, sensitive, or team-specific.

• Choose the note type carefully to avoid confusion and oversharing information.