Maddie Thompson | Staff Writer
OPERTO INTEGRATIONS
How to Set Maintenance Tasks with Streamline
How to Set Maintenance Tasks with Streamline
Without a fully integrated solution in place for scheduling and communicating maintenance tasks, it’s easy to end up struggling to manage multiple dashboards and calendars.
Ultimately, this leads to a stressful relationship with staff and upset guests as routine or urgent maintenance tasks slip through the cracks.
But when you connect Streamline with an easy-to-use scheduling software solution, you can keep on top of all your operations, have visibility over what needs to be done, and make sure staff are always informed with the latest updates.
Let’s dig into how to set and manage maintenance tasks with Operto Teams.
Operto Teams
Set maintenance tasks through Streamline
Before setting your housekeeping tasks, make sure to first check out Streamline Integrations.
Ask Streamline for your API connection information. Then request a sign up link from Operto Teams to plug in your information and get started.
This step will ensure that Streamline can start updating your Operto Teams calendars and tasks with each new reservation.
Keep on top of all your routine and urgent maintenance tasks by connecting Operto Teams to Streamline.
Set up your teams and departments
From Streamline or via email
Next, configure your company within the Operto Teams system. Here, you’ll complete 10 onboarding steps, including:
- Establishing your departments: Choose between maintenance, cleaning, and inspection depending on your properties’ needs.
- Creating staff dashboards: With their own employee dashboards, your staff can easily access their schedules and get all the information they need via the Operto Teams Staff Portal.
- Regionalizing your units: Group your properties together based on their location. Organizing your units by region ensures employees always receive time-saving schedules that take into account the time taken between properties.
Operto Teams onboarding steps example
Create task rules
You can create as many task rules as you wish so that with every new booking, scheduling is automated for each property. These can be set for any stage of the reservation process:
- Check-in
- Check-out
- Mid-stay
- Mid-vacancy
- Set daily, weekly or monthly schedules
Setting task rules example
You can also set up maintenance tasks independently of Streamline reservations and based on your own pre-determined set schedules. For example, you can create task rules that cover quarterly maintenance checks.
Some examples of typical maintenance tasks include:
- Cleaning the gutters
- Checking roof drains
- Replacing furnace filters
- Hot tub chem check
- Barbecue cleans
Automate and assign tasks to maintenance with Streamline
Now that you’ve set up your task rules, you’re ready to assign them.
Operto Teams will automatically schedule and assign tasks based on Streamline bookings and pre-determined set schedules within your color-coded Scheduling Calendar.
Automated calendar dashboard example
Even though these schedules are automated, it’s still easy to manually adjust your calendar using the drag-and-drop interface. This allows you to make quick changes, for example, in the case of sickness.
Manually assign tasks to maintenance with Streamline
From Streamline or via email
In the event your housekeeping staff spot a maintenance issue—say, a broken lamp or leaky tap—they can report the issue while on the job within the Staff Portal from their smartphones. Here’s how:
1. Your housekeeping team completes the Issue Form in-app, adding a description of the problem, marking it urgent where necessary.
2. If needed, they can add photos or a video of the problem—for example, to help show the nature of the problem or the model of the apparatus that needs fixing.
Automated calendar dashboard example
3. The property manager receives the maintenance request and then assigns it to the maintenance team by adding a task for maintenance with all the details to the Scheduling Calendar.
4. The maintenance team receives the request in their department’s calendar.
Maintenance dashboard example
With manual assignments, you can maintain a human element to the otherwise automated traffic control of incoming field requests.
Automate your maintenance calendar with Operto Teams
Scheduling software for cleaning businesses gives you control over managing maintenance schedules, keeps you on top of your communication with the team, and tracks tasks as they’re completed.
And with Operto Teams’ maintenance and housekeeping software, you can even optimize scheduling by property location, drag-and-drop jobs within the Scheduling Calendar for total flexibility, and add billing information to urgent tasks so you never leave money on the table.
See our Operto Teams to Streamline integrations to learn more.
Keep on top of all your routine and urgent maintenance tasks by connecting Operto Teams to Streamline.