Use Day View
Manage your daily cleaning operations using the CleanGuru Day View to visually track team availability, assign tickets via drag-and-drop, and adjust job durations in real-time. This interface allows you to navigate the daily schedule and filter views by employee type to efficiently coordinate your staff's workload.
Navigate the Day View
Open the Day View: In the main navigation bar, click Schedules, then click the Day link below the primary navigation menu.
The Day View interface displays staff members on the vertical axis and scheduled time on the horizontal axis.
Choose a date: Click the Calendar icon or use the Arrows in the top-left corner of the schedule area to navigate to a specific day.
The date selector allows navigation between specific days using the calendar icon or directional arrows.
Apply filters: Click the Filter button in the top-right corner, toggle visibility for groups or select work types, and click Apply.
The Filter dialog lists staff categories and work types used to customize the timeline view.
Manage Ticket and Inspection Assignments
Expand the side panel: In the vertical panel on the right, click the Arrow next to a category to reveal work tickets or inspections. The whole right-hand column can also be expanded or minimized as needed, using the arrow at the top right of the panel.
The side panel displays categories that expand to reveal unassigned tickets and inspections.
Drag to assign: Hover over a ticket or inspection in the right-hand panel and a blue rectangle appears on the Day View, highlighting the time slot that matches its scheduled time. Click and hold the item, drag it onto the main schedule grid to align with the Cleaner's Name and Start Time, and release the mouse button.
A ticket is dragged from the side panel onto the timeline to assign it to a specific cleaner and start time.
Verify the placement: Confirm the item appears as a color-coded block on the timeline (green for tickets, orange for inspections).
Color-coded blocks on the timeline represent active tickets in green and inspections in orange.
Remove from schedule: Click and hold a block on the timeline, drag it back into the right-hand panel, and click OK in the Unassign? confirmation dialog. CleanGuru automatically places the item back into the correct category in the right-hand panel.
An assigned job block is moved from the schedule back to the side panel to remove it from the cleaner's day.
Adjust Durations and Reassign Shifts
Resize the block: Hover over the right edge of a job block and drag the resize handle left to decrease duration or right to increase it.
The right edge of a job block features a handle used to adjust the duration on the timeline.
Drag between rows: Drag a job block vertically from one cleaner's row to another and click OK in the confirmation dialog.
A job block is moved vertically to transfer the assignment between different cleaners.
Review Cleaner Schedules and Work Details
Use the Day View to review detailed workload totals and specific job requirements for each cleaner.
Check the Any column: The number beside a cleaner’s name sits in the Any column and counts that cleaner’s work that has no set time. A 1 there means one ticket with no set time — it is not a total of the day’s assignments.
The number beside a cleaner's name sits in the Any column and counts work that has no set time.
Create work from the timeline: Click a spot on the timeline to open a small popup showing that date, then click Create New to add a ticket or an inspection.
The cleaner's row highlights as you work along the timeline.
Click a cleaner name: Click the Name of a cleaner who has a number beside it. That cleaner’s row highlights in yellow and a panel opens on the right listing their work with no set time.
Clicking a cleaner’s name opens a panel on the right listing that cleaner’s work with no set time.
FAQ
What do the colors of the blocks mean?
Green blocks are cleaning tickets and orange blocks are inspections. Each block sits on the assigned cleaner’s row at its scheduled time.
Can I schedule work that has no set time?
Yes. The right-hand panel groups work into Today, Set Time; Today, Any Time; and No Schedule Date. Work with no set time is listed as Any Time. If a cleaner is assigned a ticket that has no set time, a number appears next to that cleaner’s name in the Any column.
How do I take a job off a cleaner’s schedule?
Drag the block from the timeline back into the right-hand panel and click OK in the Unassign? dialog. To move the job to someone else instead, drag the block to a different cleaner’s row.
Why don’t I see all of my cleaners?
The Filter dialog controls who appears. It lists Location-Based, Office-Based, and Staff/Support separately, each with All / None, so clearing a group hides those cleaners from the Day View.
What is the number next to a cleaner’s name?
It is the count in the Any column, which holds work assigned to that cleaner without a set time. Click the cleaner’s name to open a panel listing that work.