Office
Pages
  1. Process an enquiry into a customer
  2. Set up a customer, home and quote
  3. Plan and assign visits
  4. Manage operatives and assignments
  5. Review evidence and approve hours
  6. Review invoices and match payments
  7. Use self-bills, reports and Xero records
  8. Screen reference
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Guide › Office Administrator

Office Administrator Partner operations

Step by step

Run the partner's enquiry, customer, scheduling, field-team and finance workflows.

  1. 1EnquiriesReview the enquiry pipeline, qualify the request and open the conversion form that creates the operational records.5 steps · Office Administrator
  2. 2Customer & quoteReview the connected customer and home records, then prepare and inspect a domestic-cleaning quote.5 steps · Office Administrator
  3. 3Plan visitsUse the calendar, recurring schedules and visit assignment forms to organise service delivery.5 steps · Office Administrator
  4. 4OperativesReview field-team records and the assignment list used to connect people with visits.4 steps · Office Administrator
  5. 5Hours & evidenceInspect visit evidence and use the timesheet approval controls without conflating captured forms with executed actions.5 steps · Office Administrator
  6. 6Invoices & paymentsFollow the customer-finance records from an invoice list into a payment-match confirmation.5 steps · Office Administrator
  7. 7Finance & reportsReview supplier self-bills, operational and financial reports, and the recorded Xero synchronisation log.5 steps · Office Administrator

Screen reference

  1. Screen referenceEvery screen captured as Office AdministratorBrowse the interface

Also in the guide

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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