In this article you learn how to create a maintenance cleaning order — such as a household cleaning — and have a digital work receipt countersigned at the end.
Step 1: Create the Order
Start the order: Select a customer and an object.
Set the start date: Start from this month and click "Next".
Step 2: Add Services
Select household cleaning: Add the service "Household cleaning".
Billing: If no further services are required, proceed to billing.
Step 3: Define Billing
Service: Set "Household cleaning" to one-time monthly billing.
Journey: Add the journey per operation and group it.
Material usage: Define material usage with a flat rate of 50 euros.
Step 4: Create Shifts
Create shift: Select the services and set the start date.
Set time: For example, Fridays from 10:00 to 12:30.
Service receipt: Enable automatic creation of the service receipt.
Step 5: Add Employees
Select employee: Add an employee and specify when they are available.
Shift assignment: Confirm the employee's assignment to the shift.
If you want to learn more, take a look at our other videos in the Help Center!