The Cleaners tab within Homhero's Unified Inbox is a central hub for managing Cleaners communication. It provides a streamlined view of cleaner profiles and communication, ensuring cleaning operations remain organised and efficient.
This section allows users to communicate efficiently with Cleaners/ Cleaning Teams. Without having to manage tasks and information separately.
Below, you will find a step by step guide on the Cleaners tab and how to use it:
- Click Unified Inbox from the Homhero side menu.
- Click Cleaners.
- If your message is not showing in the list, click the Refresh Icon above the left panel.
- You can Search for a specific message here and it will filter messages that meet the keywords you enter.
- You can select the Type of messaging to filter.
- You can filter by a specific Cleaner through the drop down box.
- You can also filter by a Cleaner Team and the messaging that relates to them.
- Select the Message you wish to read from the left hand side.
- You can see an Overview of the cleaner name and cleaner ID.
- If the message was accidentally opened, you can mark the message as Unread.
- Click the Refresh Icon to refresh the message.
- Click the X Icon to close the message.
- Click the Arrow icon to expand the right panel.
- You can Edit any of the cleaner details directly from here. As well as be able to preview any contact details, and the properties assigned to them.
- You can Assign a Message to a specific staff member.
- Click the View More button to expand the message.
- Send Via - Click this to change between Email or SMS, or both.
- Reply Box - You're able to type a quick reply into here and send from the same screen.
- The More Options button will provide more sending options, such as specific templates, schedules, including CC's, subjects and more text editing options.
Training Video
For more information on the Cleaners tab, please view our training video below.
Comments
0 comments
Please sign in to leave a comment.