# Housekeeping Category ### Overview **Housekeeping Category** is used to set up cleaning types for your property — for example, Guest Room Cleaning, Deep Cleaning, or Lost & Found Check. Each category includes: - A category name - A checklist of tasks housekeepers must complete - An option to show or hide checklist labels - An option to require inspection after cleaning - The user role(s) allowed to inspect, if inspection is required Categories are listed and created from the **same screen**. The checklist for a category is added inside that category. --- ### Housekeeping Category Screen This screen shows all housekeeping categories for the property, including checklist labels, inspection, user role, and active/inactive status. Administrators can add a new category and its checklist from this same view. [![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/LXuimage.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/LXuimage.png) --- ### Key Fields #### Housekeeping Category List

Field	What it means
Housekeeping Category	Name of the cleaning type (e.g. Guest Room Cleaning, Deep Cleaning). Click the name to view details.
Display Checklist Labels	Shows or hides checklist labels for that category.
Require Inspection	Indicates whether a supervisor must inspect the room after cleaning.
User Role	Role(s) allowed to inspect that category (e.g. Employee, Front Desk, Housekeeper Head). Shown when inspection is required.
Status	Enables or disables the category without deleting it.

[![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/Z1Limage.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/Z1Limage.png) --- ### Add Housekeeping Category Panel Use **Create** to open this panel. Fill the category details first, then add checklist items. #### Housekeeping Category

Field	Required	What it means
Housekeeping Category	Yes	Name of the category. Must be unique for the current property.
Display Checklist Labels	No	Tick this to show checklist labels to staff.
Require Inspection	No	Tick this if the room must be inspected after cleaning.
User Role	Yes, if inspection is on	Select one or more roles who can inspect. This field appears only after Require Inspection is ticked.

#### Housekeeping Checklist At least **one checklist item** is required to save the category.

Field	Required	What it means
Checklist	Yes	Name of the task (e.g. Make Bed, Clean Bathroom). Maximum 25 characters. Each name must be unique in this category.
Display Order	Yes	Order the task appears on screen (1, 2, 3…). Maximum 2 digits. Each number must be unique in this category.
Status	No	Active — given to housekeepers. Inactive — kept in the category but not used on new assignments. New items are Active by default.
Require Notes & Photos	No	Tick this if the housekeeper must add notes and photos for this task.
Add	—	Adds the task to the checklist table below.
Checklist Table	—	Shows all tasks with Display Order, Checklist name, Status, Require Notes & Photos, and Action (edit or remove).

#### Panel Actions

Button	What it does
Save	Saves the category and its checklist, then closes the panel.
Save & Add New	Saves the category and keeps the panel open to add another.
Reset	Clears the entered values without saving.

--- ### Steps #### Create a Housekeeping Category 1. Open the **Housekeeping Category** screen. 2. Click **Create**. 3. Enter a unique **Housekeeping Category** name. 4. Tick **Display Checklist Labels** if staff should see task names. 5. Tick **Require Inspection** if a supervisor must inspect after cleaning. 6. If inspection is on, select at least one **User Role**. 7. Under **Housekeeping Checklist**, enter the **Checklist** name, **Display Order**, and **Status**. 8. Tick **Require Notes & Photos** for that task if needed. 9. Click **Add** to add the task to the table. 10. Repeat steps 7–9 for more tasks. At least one task is required. 11. Click **Save**, or **Save & Add New** to save and create another category. #### Manage an Existing Category 1. Open the **Housekeeping Category** screen. 2. Find the category in the list. 3. Use the **Display Checklist Labels**, **Require Inspection**, and **Status** toggles to change settings from the list. 4. Use the action menu (three-dot icon) to **Edit** the name, user roles, or checklist, then click **Save**. 5. Use **Delete** only if the category is not already in use. If it is linked to Room Estimation or Housekeeping Assignment, delete is blocked. --- ### Important Notes - The category name is required and must be unique for the property. If it already exists, the system shows: **Housekeeping category already exists**. - Checklist name and Display Order cannot be repeated inside the same category. - **User Role** appears only when **Require Inspection** is enabled, and at least one role must be selected. - Display Checklist Labels and Require Inspection are set separately for each category. - Turning **Status** off disables the category. It is not deleted, and the checklist is kept. - Inactive checklist items are not given to housekeepers on new assignments. - Notes and photos can be required for some tasks and optional for others. - If you rename a category, the new name is also updated where that category is already used (Room Estimation and Housekeeping Assignment). - A category in use cannot be deleted until those links are removed.