Online Website Booking Flow

The online customer booking interface provides clients a beautiful, step-by-step scheduler designed to optimize conversion rates and capture key appointment details easily.

The Customer Booking Steps:

• Choose Service Package: Customers pick deep cleaning, routine maid services, or special packages.
• Choose Branch & Shift Slot: The customer selects their local branch, desired calendar date, and active time slot (e.g. morning/afternoon shift) based on live slot capacity.
• Details & Special Requests: Customer enters address details, phone number, and any special checklists or instructions for the team.

Customer Portal Flow

Give customers a sleek, dedicated portal workspace to keep track of their bookings, view service logs, perform rapid rebookings, and leave feedback.

Portal Flow Features:

• Comprehensive Appointment History: Quick and easy sorting/filtering of all current and historical bookings in a clear list view.
• Interactive Appointment Details: Drill down into specific appointments to view cleaning technicians, timeslots, checklists, and customer signatures.
• One-Click Rebooking: Provides a fast action to instantly initiate a rebooking for the same housekeeping service package.

Smart Appointment Management

Track, assign, and manage cleaning appointments efficiently. The backend dashboard provides managers with high-visibility controls, dynamic color-coded booking states, and automatic checklist routing based on the selected service package.

Appointment Management Highlights:

• Live Backend Calendar View: Get a complete visual timeline of daily housekeeping assignments, team distributions, and active time slots.
• Automatic Checklist Routing: Instantly routes required before/after image validation checklists depending on the custom service package ordered by the client.
• Integrated Client Notifications: Keep customers informed automatically with scheduled confirmation, dispatch notifications, and rating links upon job completion.

My Jobs - Field Staff Workflow

Field operations are simple and structured. Cleaning technicians get access to a mobile-friendly view inside Odoo designed for smooth job execution and validation.

Core User Flow:

• My Jobs Kanban Dashboard: View assigned daily jobs on a clear Kanban layout filtered to the user's specific team and scheduled time.
• Map & Routing Link: Click direct maps shortcuts to get exact navigation to the customer's property.
• Before & After Photo Validation: Upload pictures directly inside specific checklist items on the mobile sheet to prove job quality.
• Direct Digital Customer Sign-Off: The customer verifies the completed job on-screen with their signature, locking the worksheet automatically.

Manager Dashboard

Managers get a powerful operational control room. The Odoo client dashboard provides full visibility into job execution, branch metrics, financial health, and customer satisfaction rates.

Core Dashboard Capabilities:

• Operational KPIs: Track active appointments, total completed cleanings, pending bookings, and overall average customer rating score.
• Live Calendars: Reschedule appointments, drag-and-drop crews to cover capacity changes, and review slot workloads across company branches.
• Automated Action Triggers: If a customer gives a service rating of 1 to 3 stars, Odoo generates an instant, high-priority "Service Recovery" activity for managers to resolve issues fast.

Bookings Analysis Report

Analyze booking distributions instantly using Odoo's pivot tables and multi-dimensional graphs.

Key Features:

• Compare booking volume across branches, cleaning services, or teams.
• Slice data dynamically using calendar dimensions (monthly, weekly, daily).

Revenue Analysis Report

Focus entirely on financial health. Monitor revenue streams generated from completed appointments linked directly to sales invoices.

Key Features:

• Visualise exact service margins and branch-level turnover charts.
• Track unpaid, draft, and settled cleaning service transactions instantly.

Customer Ratings & Reviews

Centralise client satisfaction metrics. When cleaning jobs are finished, Odoo triggers rating emails automatically.

Key Features:

• Monitor feedback scores, reviews, and overall client rating percentages.
• Use the feedback grid to isolate lower scores and track response actions.

Customer Account Statement

Generate elegant, professional PDF customer account statements detailing a client's full booking history, payments, and ratings.

Key Features:

• Instantly print customized statement history via Odoo wizards.
• Includes details on pending appointments, completed jobs, and invoice dues.

Branch Performance Report

Understand specific regional metrics. Generate a comprehensive Branch Performance PDF report summarizing efficiency and metrics.

Key Features:

• Prints a breakdown of completed cleanings, average job durations, and branch revenue over a custom date range.
• Shows crew utilization rates and customer review scores per branch.

Services Configuration

Define and structure the cleaning service options available to your clients.

Key Options:

• Configure name, product links, and base duration.
• Enable specific photo requirements (e.g. before/after) and signature captures.

Teams Configuration

Manage cleaning crews, group them into active teams, and assign clear leadership roles.

Key Options:

• Configure crew rosters, leaders, and team members.
• Assign primary branches to teams to streamline automated geo-allocations.

Branches Configuration

Organise multi-location operations. Define company branches to isolate booking data and settings.

Key Options:

• Define physical addresses, managers, and branch contacts.
• Manage company record parameters and time zones.

Interactive Checklist Templates Configuration

Design robust, reusable checklist templates (e.g., Deep Cleaning Checklist, Kitchen Sanitization Checklist) with defined tasks, sorting sequences, and photographic before/after requirements. These checklists are dynamically loaded during technicians' visits to ensure uniform quality standards.

Key Options:

• Define specific checklist items and execution sequences.
• Set photo evidence requirements (before/after) for individual checklist items.