# Housekeeping

**Housekeeping Task Tracker** is the working screen for assigned rooms. Housekeepers use it to start, pause, and complete cleaning. Inspectors use it to review rooms that need inspection.

From this screen, you can:

- See assigned rooms grouped by employee and date
- Track cleaning and inspection time
- Complete checklist items, one by one
- Add notes and photos
- See payroll (rate, payable, paid/unpaid)

Tasks come from **Housekeeping Assignment**. This screen is used to **do** the work, not to create new assignments.

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### Housekeeping Task Tracker Screen

The screen shows summary cards at the top, then a list of employees and their rooms for the selected date range.

If you are logged in as a housekeeper and only your own tasks are shown, the employee card is skipped. You go straight to your dates and rooms.

<div id="bkmrk--1">[![iMockup - Surface Pro (16).png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-10/qmhimockup-surface-pro-16.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/imockup-iphone-16-pro-max-1.png)</div>---

### Filters

<table id="bkmrk-filter-what-it-does-"><thead><tr><th>Filter</th><th>What it does</th></tr></thead><tbody><tr><td>**Duration**</td><td>Date range for the list (default is **Today**).</td></tr><tr><td>**Search**</td><td>Find rooms, guests, assignment codes, or employees.</td></tr><tr><td>**Employee**</td><td>Show tasks for selected employees.</td></tr><tr><td>**Housekeeping Category**</td><td>Show tasks for selected cleaning types.</td></tr><tr><td>**Status**</td><td>Show tasks by work status (Assigned, Cleaning, and so on).</td></tr><tr><td>**HK Status**</td><td>Show **Dirty** or **Clean** rooms.</td></tr></tbody></table>

On mobile, tap the filter icon to show or hide filters.

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### Summary Cards

These cards use the same filters as the list.

<table id="bkmrk-card-what-it-means-a"><thead><tr><th>Card</th><th>What it means</th></tr></thead><tbody><tr><td>**Assigned Rooms**</td><td>How many rooms are in the current filter.</td></tr><tr><td>**Cleaned Rooms**</td><td>How many of those rooms are **Completed**.</td></tr><tr><td>**Worked Duration**</td><td>Total cleaning time recorded.</td></tr><tr><td>**Total Pay**</td><td>Pay for **completed** rooms only (employee rate per room).</td></tr></tbody></table>

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### How the list is organized

Work is grouped in three levels:

1. **Employee** — name, number of rooms, number of days, total time, payroll
2. **Date** — rooms assigned on that day, time, and payroll for that day
3. **Rooms** — each assigned room with status, checklist, and actions

Tap an employee to open dates. Tap a date to open the room list.

<div id="bkmrk--5">[![iMockup - Surface Pro (17).png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-10/imockup-surface-pro-17.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-iphone-16-pro-max.png)</div>---

### Key Fields — Room List

<table id="bkmrk-field-what-it-means-"><thead><tr><th>Field</th><th>What it means</th></tr></thead><tbody><tr><td>**Room**</td><td>Room number. Also shows guest name (tap to open details), floor, and assignment code.</td></tr><tr><td>**Category**</td><td>Housekeeping category for this room (e.g., Deep Cleaning).</td></tr><tr><td>**Task Status**</td><td>Current work status. Tap the status to see allowed actions (Start, Pause, Submit, Complete).</td></tr><tr><td>**HK Status**</td><td>Room cleanliness: **Dirty** or **Clean**. Becomes Clean when the task is completed.</td></tr><tr><td>**Checklist**</td><td>Step-by-step tasks for this room. Tap the next step to complete it. Shows **"-"** if there is no checklist.</td></tr><tr><td>**Priority**</td><td>**Low**, **Medium**, or **High**.</td></tr><tr><td>**Guest Status**</td><td>Stay Over, Departed, and similar. Shows **"-"** if none.</td></tr><tr><td>**Room Type**</td><td>Type of the room.</td></tr><tr><td>**Room Status**</td><td>Occupied, Vacant, and similar.</td></tr><tr><td>**HK Time / Est.**</td><td>Actual cleaning time, plus estimated time. Time counts up while status is **Cleaning**.</td></tr><tr><td>**Insp. Time / Est.**</td><td>Inspection time and estimate. Shown only if inspection is required and you are allowed to inspect. Also shows the inspector name when assigned.</td></tr><tr><td>**Rate**</td><td>Pay rate per room for the assigned employee.</td></tr><tr><td>**Payable**</td><td>Amount due. Shown only after the task is **Completed**. Otherwise 0.</td></tr><tr><td>**Payment**</td><td>**Not payable** (not completed), **Unpaid**, or **Paid**.</td></tr></tbody></table>

On mobile, each room is a card with play / pause / complete buttons instead of a table.

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### Task Status

<table id="bkmrk-status-simple-meanin"><thead><tr><th>Status</th><th>Simple meaning</th></tr></thead><tbody><tr><td>**Assigned**</td><td>Task is given. Work has not started.</td></tr><tr><td>**Cleaning**</td><td>Housekeeper timer is running.</td></tr><tr><td>**Paused**</td><td>Housekeeper paused the timer.</td></tr><tr><td>**Waiting on review**</td><td>Cleaning is done. Waiting for inspection.</td></tr><tr><td>**Inspecting**</td><td>Inspector timer is running.</td></tr><tr><td>**Inspection paused**</td><td>Inspector paused the timer.</td></tr><tr><td>**Rework**</td><td>Inspector sent the room back. Housekeeper must clean again.</td></tr><tr><td>**Completed**</td><td>Work is finished. Room is marked **Clean**.</td></tr></tbody></table>

A **Rework** tag can still show after the housekeeper starts again, so you know the room was sent back once.

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### Who can do what

#### Housekeeper (assigned employee)

- Can start, pause, and resume **their** rooms.
- Completes checklist items in order (next pending or rework item only).
- If the category **does not** require inspection, finishing the last checklist item (or using Complete) marks the room **Completed**.
- If the category **requires inspection**, finishing the last checklist item (or using Submit for Review) sets status to **Waiting on review**. The housekeeper cannot mark the room complete.

#### Inspector

Inspection is allowed when:

- The room requires inspection, **and**
- Status is Waiting on review, Inspecting, or Inspection paused, **and**
- You are the assigned inspector, **or** your user role is allowed for that category, **or** you are an admin.

The **first** person who starts the inspection is saved as the inspector for that room. After that, only that inspector can continue.

Inspectors can:

- Start/pause inspection
- Approve or send back each checklist item
- Complete the room (all items approved) or send the whole room to **Rework**

---

### Checklist

Checklist items come from the **Housekeeping Category**. Only **Active** items are on the task.

<table id="bkmrk-checklist-status-wha"><thead><tr><th>Checklist status</th><th>What it means</th></tr></thead><tbody><tr><td>**Pending**</td><td>Not done yet.</td></tr><tr><td>**Completed**</td><td>The housekeeper finished the item. Waiting for inspection (if required).</td></tr><tr><td>**Rework**</td><td>Inspector sent this item back.</td></tr><tr><td>**Approved**</td><td>Inspector approved the item.</td></tr></tbody></table>

**Rules**

- You can tap only the **next** item in order.
- Labels under the steps appear only if **Display Checklist Labels** is on for that category.
- If **Require Notes &amp; Photos** is on, or you are inspecting, a notes window opens before the item is saved.
- Inspectors must add notes or photos to send an item back for **Rework**. **Approve** does not require notes.
- When the housekeeper finishes **all** items: 
    - Inspection required → status becomes **Waiting on review**
    - Inspection not required → status becomes **Completed**
- When the inspector finishes **all** items: 
    - Any item is Rework → whole task becomes **Rework**
    - All items Approved → whole task becomes **Completed**

<div id="bkmrk--10">[![iMockup - Surface Pro (18).png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-10/ZWJimockup-surface-pro-18.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-iphone-16-pro-max-2.png)</div>---

### Task Details

Tap the **guest name** (or the room card on mobile) to open details. There are three tabs.

#### Details

- Room, guest, floor, guest status, room status
- Assignment code, date, room type, category
- Task status, HK Status (Dirty / Clean), priority, rework tag
- Housekeeper name and time (actual + estimated)
- Inspector name and time (if inspection is required)
- Rate, payable, and payment status
- Description (if the assignment had one)
- **Note and Attachment** — add a comment and photos/videos (not available after Completed)
- Previous notes from the team

#### Checklist

Full list of checklist items with status, time, and activity history. Expand an item to see who completed, approved, or sent it back.

#### Activities

Timeline of status changes (started cleaning, paused, inspection started, and so on).

<div id="bkmrk--12">[![iMockup - Surface Pro (19).png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-10/xBGimockup-surface-pro-19.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-iphone-16-pro-max-3.png)</div>---

### Checklist Notes Window

Opens when a housekeeper must add notes/photos, or when an inspector reviews an item.

<table id="bkmrk-role-buttons-houseke"><thead><tr><th>Role</th><th>Buttons</th></tr></thead><tbody><tr><td>Housekeeper</td><td>**Complete**</td></tr><tr><td>Inspector</td><td>**Rework** and **Approve**</td></tr></tbody></table>

If notes and files are both empty (except Approve), the system shows: **Please add notes or files.**

<div id="bkmrk--14">[![iMockup - Surface Pro (20).png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-10/a0Cimockup-surface-pro-20.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-iphone-16-pro-max-4.png)</div>---

### One timer at a time

A housekeeper can have only **one Cleaning** timer running. An inspector can have only **one Inspecting** timer running.

If you start another room while a timer is already running, a pop-up shows the running task and its live time.

- **Yes, Start Now** — pauses the other task and starts this one
- **Cancel** — keeps the other timer running

<div id="bkmrk--16">[![iMockup - Surface Pro (21).png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-10/CBlimockup-surface-pro-21.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-iphone-16-pro-max-5.jpg)</div>---

### Steps

#### Clean a room (housekeeper)

1. Open **Housekeeping Task Tracker**.
2. Set **Duration** (usually Today).
3. Open your name, then the date, then the room.
4. Tap **Task Status** → **Cleaning** (or the play button on mobile).
5. Complete checklist items in order. Add notes and photos if asked.
6. If inspection is **not** required, the last item (or **Complete**) finishes the room.
7. If inspection **is** required, the last item (or **Submit for Review**) sends the room to inspection. Confirm when asked.
8. If the inspector sends the room back, status becomes **Rework**. Start **Cleaning** again and redo the items marked Rework.

#### Inspect a room (inspector)

1. Open **Housekeeping Task Tracker**.
2. Find rooms in **Waiting on review**.
3. Tap **Task Status** → **Inspecting**.
4. Review each completed checklist item. Choose **Approve** or **Rework**.
5. When all items are done, the room is **Completed** (all approved) or **Rework** (any item sent back).
6. You can pause inspection and resume later.

#### Add a note on a room

1. Open the room **Details**.
2. Under **Note and Attachment**, type a note and/or add photos or video.
3. Click **Save**.  
    You cannot add notes after the task is **Completed**.

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### Notifications

<table id="bkmrk-what-happened-who-is"><thead><tr><th>What happened</th><th>Who is notified</th></tr></thead><tbody><tr><td>Room submitted for inspection</td><td>Assigned inspector, or all users with the allowed inspector role</td></tr><tr><td>Room sent back for rework</td><td>Assigned housekeeper</td></tr><tr><td>Room inspected and approved</td><td>Assigned housekeeper</td></tr></tbody></table>

You are not notified for your own action.

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### Important Notes

- This screen does **not** create assignments. Create them in **Housekeeping Assignment**.
- You only see rooms you are allowed to see: your own tasks, people under you (if you have that right), or rooms you may inspect.
- Only the assigned housekeeper can start or pause cleaning (admins/users with full rights can also update).
- Only the assigned inspector (or allowed role/admin) can inspect.
- You cannot skip checklist items. Finish them in display order.
- If a checklist exists, Submit for Review and Complete are done through the checklist, not from the status menu.
- A room that requires inspection cannot be marked complete by the housekeeper.
- Completing a task marks the **room** as **Clean**.
- Payable amount appears only when status is **Completed**. Total Pay on the summary cards also counts completed rooms only.
- Time keeps counting on screen while Cleaning or Inspecting is active.
- If another timer is running, you must confirm **Start Now** before the new timer starts.
- After Completed, the status cannot be changed.