How to manage Locations in Swept

Learn how to add, edit, delete and manage locations in the Swept and our mobile apps.

📹 Watch the video on how to manage Locations in the Swept web app

What are the Locations in the Swept app?

Locations in Swept are sites that you regularly clean. Locations typically can be described as follows:

• A unique address/name of a recurring cleaning

• Unique spaces at the same address that have different cleaning instructions and cleaners

• A unique space you are billing a client for services

Who Can Add Locations?

Managers and Supervisors can add locations to Swept.

How do I add a Location? 

1. Log into the Swept Web App.
2. In the left-hand menu click Locations.
3. On the far right-hand side, click the green +Add Location button. 

   1. The following information is mandatory and must be added

      1. Location Name

      2. Country

      3. Time Zone

4. The following additional information is recommended;
   1. Location ID - A location ID can be used to help manage payroll. This field appears in Swept's Payroll Report.
   2. Address.  As you type your address a dropdown will appear so you can verify the address with Google. It is recommended to verify the address to enable other features in Swept.
   3. Time Zone indicating the time zone the location is in.
   4. IVR Approved Call-In Number
      1. Cleaners can sign in using a landline with Swept's IVR feature. In this field, you add the number they will be calling from. For more on this feature click here: How do Cleaners clock in without a mobile phone?
   5. Geofence - A Geofence is a customized fence you draw around a location to determine if your Cleaners and/or Supervisors are signing in/out within that location. GeoFences are set up by Managers and use GPS technology to create an area around a location for Cleaners and supervisors to log in.
      
      
   6. Security Information - Add any security information users require to access a location. Ex.  security codes
      1. Users will require a 4-digit security PIN to access this information on the mobile app.  In the mobile app, the user is required to enter their assigned 4-digit security PIN to access this information. 
5. 1. Cleaning Instructions - Cleaning instructions are a way to communicate what is expected of your staff during their shifts at each location they are cleaning. Learn more about this here: How Do I Add Cleaning Instructions

You will be taken to the Location Dashboard for your new location. Two guide cards will appear to prompt you to assign a Cleaner to the Location and add a shift to the schedule. If you do not plan to have a schedule for this location, click Dismiss to remove the card.

How to Update/Edit a Location?

• Log in to the Swept Web App and go to Locations in the left-hand menu.

• Click on the three dots to the right of the location you want to edit and choose Details.

• Update your location information as needed and click the blue Save button in the top right corner.

How to Delete a Location?

• Log in to the Swept Web App and go to Locations in the left-hand menu.

• Click on the three dots to the right of the location you want to edit and choose Details.

• Click on the arrow next to the blue Save button and select Delete Location.

Instructions for locations on Swept+ Mobile

• Sign in to Swept+
• Select Locations from the bottom navigation menu
• To add a location click the + in the top right corner
• Click on the 3 buttons to right of the location to edit the location, assign employees and clients or check your inbox for that location

Who has access to Swept+ Location Management?

The “location management” permission can edited in the mobile app by going to Managers > selecting the existing manager > and selecting “edit.” Managers and Supervisors with the permission enabled, are able to:  

• Add and edit locations
• Approve employees (cleaners, supervisors and managers) to locations
• Approving clients to a location