This article shows you how to match particular cleaners, inspectors, or maintenance staff to specific properties.
Overview
Default Assignees allow you to designate the people that always clean, inspect or do maintenance tasks at each property.
Setting up default assignees will allow you to automatically assign a person to a task, or a specific template when it gets scheduled both manually or by automated workflows.
Need to add default assignees in bulk? Learn how here. š
Setting Up Default Assignees
1) Go to the property you want to set up default assignees for
2) Click on 'Template Modifiers' and select 'People'
You'll have the ability to set up both Department and Task Template defaults.
Department Defaults: These are the people who should be assigned to any task within the department. In the example above, Koryn is the default cleaner. She should be assigned to every clean at the property.
Task Templates: This allows me to specify who should be assigned if I schedule a specific template. If Koryn does all cleans, except for the Deep Cleans at the property, I could assign someone else to the Deep Cleans. The Task Template overrides the department default.
āAdditionally, I can create a number of Maintenance templates such as Snow Plow or Air Filter, which are assigned to a specific person, even if I don't have a default maintenance person in the department defaults.