For the people doing the work. And the people making it happen.

Operations

Schedule additional cleaning work at an existing site

Record extra cleaning as a specific visit for the existing customer and site. Keep its instructions and price agreement distinct from recurring work so the office can trace what was agreed.

Before you begin

For office staff and planners receiving a customer request. Find the customer or site first and check the contact and existing project.

Steps to follow

Record the additional work, date and person assigned. Select the correct work package and create a clearly described job.

Check time, employee and price agreement before saving. Add a contact record when you need to retain the customer conversation.

JobLog24 / Global searchApplication screen

Search for a site or employee at the top of the screen and open the matching record.

JobLog24 with example data.
Global search

Example data · Press Escape to close.

Check the result

Open the saved job and review the employee schedule. After delivery, check its hours and the relevant invoice selection.

What to distinguish

Recording extra work is already available. A customer portal for digital approval of a specific proposal is a separate extension. A contact record does not send an email.

Explore the solution in JobLog24Keep clients, sites and additional jobs together ↗

Handboek 1.4 / roadmap 1.1