Head Office
Pages
  1. Review and allocate shared enquiries
  2. Maintain organisations and territories
  3. Review networks, partner enquiries and the public site
  4. Review product governance records
  5. Screen reference
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User guide · Head Office

Review networks, partner enquiries and the public site

Use Head Office views for network structure, prospective partners and shared public-site settings.

Head OfficeStep-by-step instructions

Review networks

Head Office

1Step 1 of 4

The networks page records the product-level network structures available to Head Office.

  1. Open the relevant network and review its current record before any governance action.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can identify the network record in scope.

Head Office · Network & public intake01

Open partner enquiries

Head Office

2Step 2 of 4

Partner enquiries are kept separately from household service enquiries.

  1. Find the prospective partner enquiry that needs follow-up.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can distinguish business-partner interest from domestic-cleaning demand.

Head Office · Network & public intake02

Review a partner enquiry

Head Office

3Step 3 of 4

The detail page provides the recorded enquiry and available Head Office follow-up.

  1. Check the submitted information before using any permitted lifecycle action.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You are reviewing the intended partner enquiry.

Head Office · Network & public intake03

Review shared public-site settings

Head Office

4Step 4 of 4

The public-site page contains the shared settings exposed to Head Office.

  1. Review current values and coordinate authorised content changes before saving.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can assess shared public-site configuration without editing a local partner page.

Head Office · Network & public intake04
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All guides

Anonymous visitor

  1. 1Choose the right home-cleaning service5 steps · Anonymous visitor
  2. 2Use the public enquiry options3 steps · Anonymous visitor
  3. 3Sign in and recover access2 steps · Anonymous visitor

Authenticated user

  1. 1Manage your account and security4 steps · Authenticated user

Operative

  1. 1Plan the working day3 steps · Operative
  2. 2Deliver a domestic-cleaning visit6 steps · Operative
  3. 3Review hours and notifications3 steps · Operative

Office Administrator

  1. 1Process an enquiry into a customer5 steps · Office Administrator
  2. 2Set up a customer, home and quote5 steps · Office Administrator
  3. 3Plan and assign visits5 steps · Office Administrator
  4. 4Manage operatives and assignments4 steps · Office Administrator
  5. 5Review evidence and approve hours5 steps · Office Administrator
  6. 6Review invoices and match payments5 steps · Office Administrator
  7. 7Use self-bills, reports and Xero records5 steps · Office Administrator

Franchise Owner

  1. 1Review the team and partner organisation3 steps · Franchise Owner
  2. 2Maintain local site content and widgets3 steps · Franchise Owner
  3. 3Use partner reports and integrations4 steps · Franchise Owner

Franchisor

  1. 1Review the franchise network2 steps · Franchisor
  2. 2Review network audit and notifications2 steps · Franchisor

Head Office

  1. 1Review and allocate shared enquiries2 steps · Head Office
  2. 2Maintain organisations and territories4 steps · Head Office
  3. 3Review networks, partner enquiries and the public site4 steps · Head Office
  4. 4Review product governance records5 steps · Head Office

Administrator

  1. 1Use the administrator account safely2 steps · Administrator

Role switcher

  1. 1Review the role-switching permission boundary2 steps · Role switcher
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