Customers & sites
Customer and site records are the foundation for scheduled work. Check these records when a job is attached to the wrong location, the wrong customer, or has missing service details.
Use this page when
- You need to confirm customer details before work is scheduled.
- A site address, contact, or service location looks wrong.
- You are checking whether migrated BLISS data has landed under the correct customer.
- You need to understand which site a recurring schedule belongs to.
What to check
Customer recordMain customer information, contacts, and linked activity.
SitesService locations where work is carried out.
Phone check-inEnable landline phone check-in, add the site phone number, and set a unique 6 digit site ID when staff will use IVR check-in.
NFC card check-inSet up an NFC tag from the Move app site details screen. Once the NFC card ID is saved, staff can use Scan card in the mobile app.
Customer portal contactsContacts who need portal access, customer-facing communication, or site assessment links.
GeofenceSite boundary used to check whether staff check in or check out at the correct location.
Cleaning specificationUse the site actions menu to view the cleaning specification for the site, including zones, designations, tasks, outcomes, equipment, and products.
Add or edit customerUsed when customer details need correcting or completing.
Schedule linkUse Schedules or Schedule Wizard after customer and site details are correct.
Cleaning specification from a site
The site actions menu includes View cleaning specification. Use this when checking what staff will see on mobile, what customer portal users can view, or whether the specification is ready to download as a PDF.
- Check the site is the correct service location before opening the specification.
- Review the zone and designation map so work areas are grouped correctly.
- Check task groups, desired outcomes, equipment, products, chemicals, and frequencies.