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[CRM Management] Cleaner Registration & Editing (For Payment Statement Issuance)

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Written by Joelly See Toh

Overview

This section explains the CRM management function [Cleaner].

[Differences between registering cleaners in user management and registering cleaners in CRM]

By registering cleaners in user management, you can assign cleaning tasks, receive automatic notifications, and report when cleaning is complete.

On the other hand, by registering cleaners in the CRM, you can set cleaning fees for each cleaner at each property and automatically create payment details for each cleaner.


Detail

To use this feature, you must subscribe to the AirHost HMS (Channel Manager + PMS) “Premium Plan.”

How to add a CRM management [cleaner]

1. Add the user privilege [Cleaner].

2. From the Admin Console > CRM > Cleaners, click [+ Add New Cleaner].

3. Enter the cleaner information and save it.

First Name

Meaning of First Name

Last Name

Meaning of Last Name

Display Name

If left blank, the first and last names will be used.

The display name will be visible to the cleaner when notifications are received, etc.

Phone Number

Enter by country code

Email

email address

Address

Enter your address

Currency

Select the currency to pay the cleaner from the list.

Link to PMS user

Select from the "cleaner" list created in step 1.

Send Next Month Schedule

[Cleaning Management] Turn this ON if you want to send notifications to cleaners regarding the schedule for next month and beyond.


How to edit the CRM management cleaner

1. On the Admin Console > CRM> Cleaners screen, click the [...] next to the relevant cleaner, and then click [View Details].

2. You will be taken to the cleaner details screen. Click [Edit].

Notes:

Once created, CRM management [cleaners] cannot be deleted.


Profile Information

  • View and edit (cannot delete) information in CRM management [cleaner].

  • Editable fields: First name, Last name, Display name, Phone number, Email address, Address


Cleaning Setting

  • You can view and edit CRM Management [Cleaners] information (deletion is not allowed).

  • The linked user cannot be changed.

  • The currency cannot be changed.

  • You can enable or disable [Send Next Month’s Schedule].


Pricing Sheet

  • User Role: Cleaner
    This setting is used to generate a statement by calculating the number of cleaning tasks completed by assigned cleaners and multiplying it by the cleaning fee.

  • For properties where no unit price is set, a default cleaning fee of ¥5,000.00 JPY will be applied.


How to Set Cleaner Payment Pricing

  1. Click [Add New Pricing].

2. Please set the property name and the cleaning fee per room.


Currency

Currency information set in the profile information of CRM Manager [Cleaner]

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