Visitor
Pages
  1. Choose the right home-cleaning service
  2. Use the public enquiry options
  3. Sign in and recover access
  4. Screen reference
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Guide › Anonymous visitor

Internal training

User guide · Anonymous visitor

Sign in and recover access

Use the public account forms to enter an assigned account or request password recovery.

Anonymous visitorStep-by-step instructions

Open the sign-in form

Anonymous visitor

1Step 1 of 2

Staff and service-network users enter through the same public sign-in route.

  1. Enter the username and password assigned to you.
  2. Choose Sign in and verify the landing page matches your role.

Open on site ↗Full-page screenshot ↗

What you should see

A successful sign-in routes the account to the area its permissions allow.

Visitor · Sign in01

Request password recovery

Anonymous visitor

2Step 2 of 2

The recovery form starts the site's configured account-recovery process.

  1. Enter the account identifier requested by the form and follow the instructions sent through the configured channel.

Open on site ↗Full-page screenshot ↗

What you should see

The site provides the next recovery instruction without exposing another user's account details.

Visitor · Sign in02
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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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