Your clients can easily communicate with your company regarding any questions, concerns, or requests they may have through the client portal.
Details
Was there an issue at a location that a cleaner notified their manager of during their shift? Communicate with the client of that location within their client channel. A client channel is created as soon as a client is added to Swept. If the client is not assigned to a location, only admin managers can message them. If the client is assigned to a location, all managers and supervisors assigned to the location can message that client. The client is able to see these messages in the Swept+ (mobile app) and the Client Portal (web app).
Who Has Access?
Once a client is added within Swept they have access to the client portal at https://client.sweptworks.com/login.
Instructions
- Sign in at https://client.sweptworks.com/login with the username and password provided by your cleaning company.
- Click on Messages in the left hand menu to be taken to the client chat. In the client chat you can do a variety of things to communicate with your cleaning company.
- Type your message within the message box text field at the bottom of the screen.
- Add an emoji to your message by clicking the smiley face icon or begin typing your emoji.
- Click the send arrow to send the message to all users within the channel.
Send a File
Have a file or an image to send along? Swept allows you to send up to 10 common files in one message. This includes images and files like word documents, pdfs, spreadsheets, audio files and short videos. You can add files in two different ways:
- Click on the attach photo paperclip icon. Browse your computer for the files. You can select one or select multiple. Click open.
- Drag and drop your files to the message field.
This is a user specific action so only the user can mute and unmute a channel. To mute a channel click on the three dots in the top right of the channel. Select mute notifications or unmute notifications.