InspectaClean ios Manual

Transcription

1 InspectaClean ios Manual

2 InspectaClean Mobile App for Quality Control Inspections About the Creators of InspectaClean Steve and Jean Hanson are Co-founders of The Janitorial Store, MyHouseCleaningBiz.com, and former owners of two cleaning companies. Jean is also the host of the popular Web TV show, CleaningBiz.tv. The Janitorial Store is an online community exclusively for owners of commercial cleaning companies who want to build a more profitable and successful business. The site is designed to help you learn how to run a more efficient cleaning business, ask questions, participate in live seminars, download a wealth of information, use an assortment of calculators, share your knowledge, find training programs designed for the smaller company, and so much more. We help our members from Start-up to Success! To find out more about becoming a member of this one of a kind online community, visit Sign up for Trash Talk: Tip of the Week newsletter by entering your address in the sign up box on the web site. Steve and Jean Hanson P.S. Jean and Steve are also the only Certified Duct Tape Marketing Consultants in the cleaning industry. Duct Tape Marketing is a world-renowned marketing system created by best-selling author, John Jantsch. To learn more and to download 4 Free Marketing EBooks, visit Marketing Systems By Design. Copyright The Janitorial Store and MyHouseCleaningBiz.com. All rights reserved for entire Manual. This Manual is for use by you or your company only. Reproduction or translation of any part of this work by any means with intent to sell without permission of the publisher is unlawful. You do not have resell rights to this Manual. Disclaimer: This Manual is for information purposes only, and is based on information available at the time of publication. It should not be relied on as legal advice. The information is subject to revision as additional information becomes available. The Janitorial Store and MyHouseCleaningBiz.com make no guarantees of results and assumes no responsibility or liability whatsoever in connection with the use of this Manual.

3 Table of Contents Introduction... 4 Add a Client... 5 Deleting a Client... 5 Save Profile as Default... 6 Create New Inspection... 6 Adding New Room Type from Rotating List... 8 Adding a Custom Room Type... 9 Add Duplicate Rooms with Room Numbers How to Edit, Duplicate or Delete a Room How to Edit, Duplicate, Delete or Add an Inspection Item Taking a Photo ATP Help Viewing Score Card Review Inspection PDF Document Send to Client with Attached Inspection PDF Document How to Edit Sent to Client Saving or Deleting an Draft to a Client Send to Rep with Attached Inspection PDF Document How to Edit Sent to Rep Saving or Deleting an Draft to a Rep How to Review and Edit Profiles Help Pages... 17

4 Introduction The InspectaClean mobile app was created for performing quality control cleaning inspections on commercial facilities. The InspectaClean app is pre-set to inspect a professional office building but can be customized for any type of facility such as educational, medical, retail, or manufacturing. Not only can you do inspections on all the commercial facilities you service but you can create customized inspections for additional services you offer such as carpet cleaning, window washing, floor care, etc. Quality control inspections are very important to the success of a cleaning business. While performing scheduled inspections you are able to keep quality and efficiencies at their highest level for any facility you service.

5 Add a Client Begin on the home page where New Inspection, Clients, Help and Free Offer are listed. Tap on Clients button. Tap on the green Menu button and tap on Add Client. Enter the company name of the client, your contact name, contact , Street Address, City, State, Zip, Company Phone, Janitorial Rep Name, Janitorial Rep , and the Cleaning Technicians. Save Tap on the green button. Deleting a Client To delete a client- press next to Start Date and slide to the left. This red button will appear. Tap on Delete button to delete that client. Delete

6 Save Profile as Default Tap on New Inspection button. Tap on Menu button tap on Profiles. Enter Profile Name, (this would be the client company name) Janitorial Rep Name, Janitorial Rep , and Cleaning Technicians. Tap on Save button to save information or tap on Save as Default button. Create New Inspection After creating a client tap on client name. This will take you to the New Inspection page. Tap on New Inspection. Enter Inspection No. or Name in box. tap on return on key board to move to next box (Inspection Date). Enter Inspection Date. October The month, day and year can be rotated to the date you want to appear. Tap on Add New Room Room Type appears in box Foyer/Entrance You can rotate Room Type in box to select the room. You can make Notes about the room in box. Tap in box to type Notes. You can Take Photo of room or surface. Tap on Green Take Photo button. Tap green Inspection Items button on bottom right to bring up list of inspection items. You now can grade the Inspection Items listed for that room. P-Poor, F-Fair, G-Good, E- Excellent. This list of Inspection Items can be edited, Duplicate, or Deleted. Long press on Inspection Item. This pop-up box will appear, Edit Duplicate Delete which you can make your selection.

7 If an Inspection Item is not listed you can create it. Tap on green Menu button. This pop-up box will appear with Add Item Add Type Edit Type Delete Type Help Tap on Add Item. This pop-up box will appear Enter Item Description ATP NO Type Item Description in box. Select ATP if you will be testing surface with an ATP meter or NO if it is a visual inspection. Item will be added to the Inspection Items list. Once all new Inspection Items are listed you can grade them. P Poor, F- Fair, G Good, E Excellent. Back Once you have made your selections tap on the green button. This pop-up box will appear Save Room? NO YES select YES if you want to Save Room. You are now back at the Add New Room page. Tap on Add New Room and continue to enter the rooms for the facility you are inspecting.

8 Adding New Room Type from Rotating List All rooms on rotating list have a list of Inspection Items preloaded. Tap on Add New Room You now are on the Room Type page. Room Type [Foyer/Entrance] is in white box. You now can select the Room Type from the rotating list. Tap on the green Back button. This pop-up box will appear Save Room? No YES Select YES and the room will be saved and listed on the Add New Room page. Repeat the process until all rooms are listed for the facility.

9 Adding a Custom Room Type You can add a custom Room Type if it is not listed in the rotating Room Type list. Once the room is created it will always be in your Room Type list unless it is deleted. Go to Add New Room page. Tap on Add New Room. This will take you to the Room Type page. Tap on the green Menu button. Tap on Add Type. Room Type Add Item Add Type Edit Type Delete Type Help Cancel OK Type in Room Type. That Room Type is now in the rotating list of Room Types. Tap on green Inspection Items button. You now need to enter the inspection items for this room. Add Item Tap on the green Menu button. Add Type Edit Type Delete Type Help Tap on Add Item. This pop up box will appear Enter Item Description ATP NO Type Item Description in box. Select ATP if you will be testing surface with an ATP meter or NO if it is a visual inspection. Item will be added to the Inspection Items list. Continue to add Inspection Items until list is complete for that room. Tap on green Back button. Tap on YES. Your new custom room is now listed on the room listings. Save Room? NO YES

10 Add Duplicate Rooms with Room Numbers You can add duplicate rooms with room numbers and keep the same Inspection Items listed. Enter the Custom Room type and Inspection Items. For example: Class room. Long press on the Room. Edit Duplicate Delete Tap on Duplicate. You will now have two rooms named the same. Class room. Long press on one of the duplicated rooms. Edit Duplicate Delete Tap on Edit. Room Name Class room Cancel OK Change Room Name to Class room 100. Tap OK. The room now is listed as 100. You now have Class room and Class room 100 in your room list. Tap on Class room 100. You now are on the Room Type. The Room Type will say Class room. You can put a note in the Notes box Class room 100. You now can identify which Class room number you are in when performing the room inspection. To view each Room number on the score card tap the green Back button. Tap on the green Calculate button. The Score card page will appear. You can see all numbered rooms on the score card. To view each Room number on the PDF Document tap the green Menu button. Tap on Create PDF. PDF will appear. Client Rep Create PDF Profiles

11 You can see all Inspection information on the PDF. Account Information, Room Information, Score card information, and employee and rep. signatures. Tap on the green Close button to go back to the Score card. How to Edit, Duplicate or Delete a Room In order to edit, duplicate or delete a room you must have created a room that will be listed on the Add New Room page. Long press on a room listed on the Add New Room page that you want to edit, duplicate or delete. Edit Duplicate Delete Room Name If you tap on Edit this pop-up box appears with the room name in the box. General office You can now edit the room name. Tap on OK when completed or you can Tap Cancel and not make any changes. Cancel OK If you tap on Duplicate you will then have two of the same rooms listed. If you tap on Delete the room will be deleted from the room list on the page. You can also Delete a room by sliding cell from right to left. Tap button to delete. Delete How to Edit, Duplicate, Delete or Add an Inspection Item In order to edit, duplicate or delete an Inspection Item you must be in the Inspection Items of a room. Long press on the Inspection Item you want to edit, duplicate or delete. Edit Duplicate Delete

12 If you tap on Edit this pop-up box appears with the Item Description name in the box. Room Name Dust walls Cancel OK You can now edit the Inspection Item name. Tap on OK when completed or you can Tap Cancel and not make any changes. If you tap on Duplicate you will then have two of the same Inspection Items listed. If you tap on Delete the Inspection Item will be deleted from the Inspection Items list on the page. You can also Delete an Inspection Item by sliding cell from right to left. This pop-up box will appear. Tap button to delete. Delete To Add an Inspection Item tap on the Menu button and select Add Item. Type in Item description. Tap ATP if you will test with ATP meter. Tap on NO The New Inspection Item is now listed. Enter Item Description ATP NO Taking a Photo When on a Room Type page you can take a photo of the room or surface. Tap on the green Take Photo button. You now can take the photo or tap Cancel in the lower right hand corner. If you take photo you will have an option to Retake or Use Photo. If you select Use Photo the photo is now showing on the room type page and is stored in your photo gallery on your tablet or phone.

13 ATP Help Go to Inspection No. - Inspection Date - Add New Room page. Tap on green Menu button. Client Rep Create PDF Profiles Help ATP Help Tap on ATP Help. You will go to How to use the InspectaClean App page. To exit page tap on green button. Close You will return to Inspection No. - Inspection Date Add New Room page. Viewing Score Card After entering scores in room inspections you can view the score card to review the overall score and to determine which area needs improvement. While on the Add New Room page tap on the green Calculate button on the bottom of the page. You are now on the Score Card page. You can view the Overall score of the inspection, add comments and have the employee and company rep sign the inspection. If you are not happy with the signature you can long press in the signature box to remove it. Review Inspection PDF Document In order to review the inspection PDF document you will start on Add New Room page. Tap on the green Menu button. Client Rep Create PDF Profiles Help ATP Help

14 Tap on Create PDF. You now are on the PDF page. You now can scroll through the pages to review the PDF document. When you are finished reviewing the PDF document tap on the green Close button, you will return to the Add New Room page. Send to Client with Attached Inspection PDF Document To send an to your client with an attached completed inspection PDF document you will be on the Score card page. Tap the green Menu button. Tap on Client. You are now in the . Client Rep Create PDF Profiles You can now review addresses and the . If you are happy with the information you can tap on Send in the upper right side or you can tap on Cancel. If you tap on Cancel this popup box will appear. Delete Draft Save Draft If you select Save Draft it will be saved in your draft listings. If you select Delete Draft it will be deleted. You could also Edit the if you would like to change it. Go to How to Edit Sent to Client. How to Edit Sent to Client The Client can be edited to meet the message you want to send to the client. Tap anywhere on the page. The key board will appear. Place the cursor where you want to start editing.

15 When Editing is complete you can tap on Send or tap on Cancel. If you tap on Cancel this pop-up box will appear. Delete Draft Save Draft If you select Save Draft it will be saved in your draft listings. If you select Delete Draft it will be deleted. Saving or Deleting an Draft to a Client While on the Client page you may wish to save or delete an Draft. Tap on Cancel. Delete Draft Save Draft If you tap on Save Draft it will be saved in your draft listings. If you tap on Delete Draft it will be deleted and you will return to the Score card page. Send to Rep with Attached Inspection PDF Document To send an to the Rep with an attached completed inspection PDF document you will be on the Score card page. Tap the green Menu button. Tap on Rep. You are now in the . Client Rep Create PDF Profiles You can now review addresses and the . If you are happy with the information you can tap on Send in the upper right side or you can tap on Cancel. If you tap on Cancel this popup box will appear. Delete Draft Save Draft

16 If you select Save Draft it will be saved in your draft listings. You could also Edit the if you would like to change it. Go to How to Edit Sent to Client. How to Edit Sent to Rep When you are on the Cleaning Inspection page you are able to edit the as you wish. Tap anywhere on the page. The key board will appear. Place the cursor where you want to start editing. When Editing is complete you can tap on Send or tap on Cancel. If you tap on Cancel this pop-up box will appear. Delete Draft Save Draft If you select Save Draft it will be saved in your draft listings. If you select Delete Draft it will be deleted. Saving or Deleting an Draft to a Rep While on the Rep page you may wish to save or delete an Draft. Tap on Cancel. Delete Draft Save Draft If you tap on Save Draft it will be saved in your draft listings. If you tap on Delete Draft it will be deleted and you will return to the Score card page. How to Review and Edit Profiles Start on New Inspection page. Tap green Menu button. A pop-up box will appear. Tap on Profiles.

17 You now are on the Profiles page. Long press on the profile you want to review or edit. A pop-up box will appear. Edit Duplicate Delete Tap on Edit and the profile will appear. To edit tap in area you want to edit and the key board will appear. Make edit and then tap on green Save button or if you want this to be the default profile tap on the green button. Save as Default Help Pages You will find help pages on the page, Client page, New Inspection page and Add New Room page. Page While on the page tap on the green Help button. You will be taken to a page with a link in which you can get step-by-step instructions, along with video tutorials. Client Page While on the client page tap on the green Menu button. Tap on Help. A Help pop-up box will appear. Add Client Help

18 New Inspection Page While on the New Inspection page tap on the green Menu button. Tap on Help. A Help pop-up box will appear. Add Client Profiles Help Add New Room Page While on the Add New Room page tap on the green Menu button. Tap on Help. A Help pop-up box will appear. Client Rep Create PDF Profiles Help ATP Help