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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.

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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.


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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.
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