Operations
Cleaning and maintenance: task templates, automations, scheduling, your field team and inventory.
By Sam1 author12 articles
Tasks, Templates & Automations
Building checklists and making them turn into real, assigned tasks.
- How do Task Templates work?Task Templates are checklists that do nothing on their own. How templates, automations and bulk assignments chain together, and where per-listing data reaches the person doing the work.
- How do Task Automations work?Automations are what turn a template into a real task. The four trigger types, conditions, lookahead days, and why nothing appears if this step is skipped.
- What is in the Task Detail view?Clicking any task from anywhere in the Operations Portal opens a detail view. Here is what you'll find inside.
- What does it mean when a task is linked?Linked and unlinked tasks in Operations. Why a task you edited stops updating itself, why edits to a linked task may not persist, and how to resume automatic syncing.
- My tasks reset to the wrong date, or lost the person I assigned them toA week of scheduled cleans or inspections snaps back to the check-in date, or gets unassigned overnight. The two causes, and how to make a manual change stick.
- Setting Up Automated Cleaner NotificationsLearn how to configure Besty to automatically notify your cleaning team when guests check out.
Team, Mobile, Map & Inventory
Your field team's tools, where they are, what they are paid and what is in stock.
- What can the Besty mobile app do?What cleaners and inspectors see in the Besty mobile app, how to get it installed, and why a scoped field user sees so little by design.
- Paying your team: rates, tracking and the month-end exportSetting pay per property, the difference between tracking labour for export and paying through Besty, and where the month-end numbers come from.
- What is the Map and why can't I see my team on it?The Map shows listings, guests and team geographically. Two separate settings control whether a team member appears, which is why this question has two different answers.
- Inventory: tracking supplies and automatic restockingProperty stock, Central stock and Bank Accounts, how an item's reorder thresholds work, and how a low report from the field becomes a restock task.