Text version. The interactive version, with live examples, is at https://app.proptonomy.ai/docs/delegating. All pages as plain text: https://app.proptonomy.ai/llms.txt.

Receiving and delegating tasks

Where a client's tasks appear, how a coordinator hands one to a cleaner, and what the client sees back.

https://app.proptonomy.ai/docs/delegating

The board

Tasks the client assigned to your company appear on your board with the client's name.

Example on the page: Your board, with a client's task. The badge is the client. Your own tasks carry no badge.

Tasks is the same board the client uses on their side, filtered to what concerns you. Nothing needs to be accepted for a task to appear. The moment the client assigns your company, it is here. A coordinator sees all of it. A staff member sees only what has been handed to them personally.

Delegating to your team

From the task, by a Staff coordinator, Admin or Member of your company.

1. Open the task From the board, or from the notification the client’s assignment sent you.
2. Delegate The control reads Delegate while nobody at your company is on it, and Your team · 2 once someone is. On a phone it opens as a sheet titled Who on your team is doing this?
3. Tick your people, then Save your team You see your own members only. Saving replaces your company’s assignments on this task. It never touches the client’s or another partner’s. A toast confirms Delegated to your team.
4. Change your mind any time Open the same control, untick, save. Cleared your team’s assignments means nobody at your company is on it any more. The task stays on your board because it is still assigned to your company.

What the cleaner sees

• Today. The task is on their Today list in the app, with the time window when the task has one.
• The task. Title, description, the property’s address with Open in Google Maps, the checklist, comments, and Codes & access for the door code and how to get in.
• Start work to Finish. Described in The app for cleaners (https://app.proptonomy.ai/docs/cleaner-app#a-task).
• Not the rest. A staff member does not see other people’s tasks, the client’s board, or anything the task does not carry.

Notifications

• When the client assigns your company: An e-mail to your company’s address, and a push notification to your staff who have the app.
• When you delegate to a person: A push notification New task assigned with the task title. It opens the task. An e-mail follows if the person has an address.
• Comments: Someone mentioned in a comment is notified. The client sees your comments on the task and you see theirs.

What the client sees

On the client’s side the task shows your company. Once you delegate, it shows the person’s name with your company next to it. Check-in and check-out are stamped with the time and, where the cleaner allowed it, the place. Photos, checklist answers, comments and reported issues appear on the client’s copy as they happen. When the cleaner presses Finish, the client sees Completed with the tracked time.

All documentation pages

• Working for a client — How a cleaning or maintenance company receives a client's tasks in its own workspace, and what it sees of the client.
• Roles and what they can do — The six roles, which one to give whom, and a live view of what each role can read and change.
• Inviting people and managing roles — Inviting a coordinator or a cleaner, accepting the invitation, changing a role, and property scopes.
• Receiving and delegating tasks — Where a client's tasks appear, how a coordinator hands one to a cleaner, and what the client sees back.
• The app for cleaners — Installing and signing in, the Today list, and a task from Start work to Finish.
• Location sharing and the team map — What the app records about where people are, with whose consent, and what a coordinator sees on the team map.
• Working from WhatsApp — One message connects you. What a cleaner can ask and do from WhatsApp, and how coordinators reach their team.
• Languages and translation — The relay that re-posts every group message in each language, your inbox language, translating one message, and the language the AI writes in.