Once you are connected with a teammate, you can add and remove them from your properties. When a teammate is added to a property, it means they will be notified about new projects shared on that property's schedule.
When you accept a cleaner's bid, they are added to the property you had opened the search for cleaners on. You can still enable and disable them on any of your properties as you need!
Adding a teammate to a property 👤
To add a teammate to your property, go to your "Properties" page, click on the three dots icon on the top right of the property card, and select "Update Property" (or simply click its name).
Navigate to the "Teammates" tab, where you can add or remove teammates, choose their priority for that property between Primary or Backup, update their rate, and change their roles (the project types you want them to see).
To send projects from this property to your teammates, click on "Add Teammates to this property". A pop-up will open where you can select the teammates you'd like to add:
Click "Next" to select their roles and then "Next" again to confirm their priority (primary or backup) and their rate:
Lastly, click on "Add Teammate(s)" to save.
Primary and Backup 👥
When a teammate has the Primary priority, they will be the first to be notified about your projects for that property. Teammates with the Backup priority will only see a project if:
all of your primary teammates in that property reject it,
you manually send the request to backup teammates, or
a project stays unassigned for longer than you set on your Project Settings
When adding teammates, you enable them as Primary or Backup. To change between the two priorities after a teammate has been added to the property, click on toggle switch button in the respective teammate's card:
Project offers work on a "first come first serve" basis among teammates with the same priority. So when a teammate accepts a request, they will take the job scheduled for that date, and it won't be available for other teammates anymore, unless the teammate who accepted the project is removed from it.
For help removing a teammate from a project, check out the following guide:
Removing a teammate from a property ⛔
You can also remove someone from a property if you want to stop sending them your projects. On the Teammates tab of the property settings, click on the bin icon on the teammate's card. After you confirm that you want to remove them, they will not receive projects from that property anymore, and will be removed from any upcoming projects they were assigned to on that property.
Multiple properties at once 🏘️
You can add, remove, and edit a teammate's roles and priorities on more than one property at once on your "My Team" page. Click the "Pencil" icon to edit the properties a teammate is assigned to.
You'll be able to select which properties and roles you want to add the teammate to on the drop down menu.
Finally, edit their priority on all properties you are adding them to:
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