How to Add Cleaning Noters for One Time or All Future Visits

This guide explains how to edit cleaning notes for a recurring job—whether you want the change to apply permanently to all future visits or temporarily for just one specific cleaning.

Step 1: Open the Customer’s Subscription.

• Navigate to the customer’s subscription job (e.g., weekly or bi-weekly).

• Confirm you are viewing the correct ongoing job.

Step 2: Add or Edit Notes.

• Locate the cleaning notes section.

• Enter your notes clearly (e.g., “Clean upstairs guest room every visit”).

Step 3: Save Changes.

• Click Save once you’ve added or updated the notes.

Step 4: Choose Permanence of the Note.

• A prompt will appear asking if the change applies to:

  • All Future Jobs → Select this if the note is permanent (e.g., regular cleaning tasks).

  • Only This Job → Select this if it’s a temporary note (e.g., “Do not clean craft room this visit”).

Step 5: Verify Your Changes.

• Reopen the job or the next scheduled visit to ensure the notes display correctly according to your selection.

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Notes: Common Mistakes to Avoid

• ⚠️ Not Selecting “All Future Jobs” for Permanent Changes: If you forget this, the note will only save for one visit.

• ⚠️ Leaving Old Temporary Notes: Always remove temporary notes after they’re no longer relevant.

• ⚠️ Editing the Wrong Job: Make sure you’re updating the subscription job rather than a one-time job.