Running the company
Offer an assigned visit
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Web and mobile2 min readUpdated
On Pro and Business, a team member who cannot make a visit can offer their place. A teammate claims it and a manager approves the swap. The visit time and the rest of the crew stay the same.
Sometimes a cleaner cannot make a visit they are booked on. Instead of a chain of texts, they can offer their place in BlastoClean. A teammate claims it, and a manager approves the replacement. Visit offers are included with Pro and Business.
Offer your place
- Open Visit coverage from the navigation, under Work. In a phone's web browser it is in the bottom bar or under More; the phone app has its own entry, below.
- Under Assigned visit, choose the upcoming visit.
- Add an Offer note if it helps, for example "Dentist appointment, can swap for Friday."
- Select Offer this visit.
You only offer your own place. The visit time and the other people on it stay the same. You can select Cancel offer while it is still open or waiting for approval. Your note is visible to the people who can claim the offer and to the managers at that location.
Who can claim it
The offer goes to teammates on the saved teams that already clean for that customer at that location. A manager can also let other people claim it with Also allow these people to claim. Someone already on the visit cannot claim it.
To take an open offer, select Claim. Claiming does not change the visit yet. It waits for a manager.
Visits that start within 24 hours go straight to managers instead of the team, so a manager can pick someone quickly.
Approve a replacement
Owners and managers see offers in Visit coverage and in the Team feed on the Staff page.
- Select Review replacement people to see who claimed it and who else is available.
- Choose the Replacement and select Approve replacement, or select Decline offer to keep the visit as it is.
Approval swaps only the person who made the offer, on that one visit. The rest of the crew, other visits and recurring schedules stay the same. If the new person has a scheduling conflict, BlastoClean shows it, and you can confirm the exception with Confirm availability exception and approve.
Good to know
- Teammates get an in-app notice when a visit is offered to the team. Visits starting within 24 hours go to managers instead, so teammates are not told about those. The people involved get one when it is claimed, approved or declined. Notices do not include the customer's name or the note.
- Nothing is sent to the customer.
- You need an internet connection to offer, claim or approve.
See also Shift swaps, Saved teams and client preferences and Staff communication.
On the native app
Native versions with Staff include this workflow too. Open Staff for time off, documents and notification preferences; Visit offers is also available from native Settings or the Crew menu. The same Pro/Business, location and role rules apply. These actions need an internet connection; keep a pending draft open and use its offered retry if the result is unknown.