Clients, sites & areas

Everything in Mopful follows one structure: a client, then a site, then an area. A client is the company you clean for. A site is one of their buildings. Areas are the rooms or zones inside it, such as the lobby, restrooms or break room. Task lists and inspections belong to a site or an area, and scores add up from item to area to site.

Clients

A client has a name and contact details. Two settings matter for reports:

• Language. The language of the client's reports and emails.
• Who gets reports. Add up to 10 people with an email, a name and a language, and choose for each one whether they get inspection reports, the weekly summary or the monthly summary. With nobody listed, reports go to the client's own email. See "Send a report and share links".

Sites

For each site you set:

• Building type and time zone. The building type drives the suggested areas. The time zone decides what "tonight" means for the cleaning window and the summaries.
• Cleaning window. The days the work starts, the start and end time, and a grace period after the end (30 minutes unless you change it). If the end is earlier than the start, the window ends the next day.
• Responsible supervisor. The owner, a manager or a supervisor. They get the alerts for late task lists and new issues. If you pick someone who is not assigned to the site, Mopful offers to assign them.
• Closing proof. Which photos the cleaner must take at the end of a visit: the alarm panel, the locked door, or both (both by default).
• Access notes. Address, door code, alarm code, parking and anything else the team needs. Codes are stored encrypted, only people assigned to the site can see them, and they leave the phone when the person signs out or is taken off the site.
• Who works there. Assign the cleaners and supervisors of the site. They see only the sites they are assigned to.

Areas

Open a site and add areas one by one, or in bulk, for example four offices and two restrooms. The area types are office, classroom, medical office, restroom, break room, lobby, hallway and stairs, conference room, storage room, locker room, glass and entrance, night closing and other.

Each area arrives with a ready inspection template and a task list for its type. You can change the template and edit the tasks in English and Spanish. You can also reorder areas and archive the ones you no longer clean.

To set up a similar site quickly, copy the areas from another site. You can add them to the existing ones or replace them. Areas are set up by the owner or by a manager with permission to edit sites.

A site with no areas also works: an inspection then uses one template that you pick when you start, and the cleaners use the site's single task list.

Import from Excel or CSV

On the web, the owner can upload an Excel or CSV file. There are three kinds of import:

• clients and sites,
• areas,
• staff. Staff with an email get an invitation. Staff without one become PIN members, and their setup codes come back in the result file.

You match the columns and see a preview before anything is saved. Cells that start with a formula character are kept as plain text and are never run. If something looks wrong afterwards, undo the whole import within 24 hours. Staff who already signed in are kept. An import is limited to 10 MB and 5,000 rows.

Archive instead of delete

When you lose a client, archive the client or the site. It leaves your active lists, it no longer counts toward your plan's site limit, and no new visits, inspections or issues can be created there. Its history stays: visits, inspections, photos, issues and reports. Open issues stay open. Archiving a client archives its sites too. You can unarchive a site, unless your plan is already at its site limit.