Manager Guide

The manager dashboard is your command center for all property operations.

Dashboard

At a glance, your dashboard shows:

Occupancy Pressure — Current occupancy levels and upcoming arrivals/departures
Staffing Coverage — Who is on shift, on break, or off duty
Review Queue — Pending quality reviews needing your attention
Assignment Risk — Overdue or at-risk tasks
Live Shifts — Active housekeeper shifts in real-time
Work Summary — Task completion rates and totals
Recent Activity — Latest operational events

Occupancy Management

The Occupancy page is your main control surface:

View all rooms and beds with current status
See arrivals and departures for any date
Manage the full stay lifecycle (book, check-in, check-out)
Update bed states (vacant/occupied)
Assign tasks manually
Trigger checkout-driven work

Activity Timeline

The Activity page shows a unified timeline of everything happening:

Guest stays and status changes
Housekeeping work completed
Operational events (automation triggers, shift changes)
Automation output (trigger executions)

Use this for audits, handovers, and understanding what happened when.

People Management

Adding People

Go to People
Tap Add Person
Enter name, email, phone, and select role
Assign them to a property
Submit — they receive credentials

Managing Access

Freeze — Temporarily suspend access without removing the person
Restore — Reactivate a frozen account
Offboard — Permanently remove access
Reset Password — Send a password reset email
Copy Access — Duplicate property memberships from one person to another

Property Setup

Configure your physical property layout. See the Property Setup feature guide for details.

Task Configuration

Task Types

Define what kinds of work exist at your property:

Create task types with names and descriptions
Archive or toggle unused types
Attach task standards with guidance text and media references

Task Rules

Automate task creation based on occupancy:

Link task types to stay events (checkout, stayover)
Toggle rules on and off
Rules generate tasks automatically when conditions are met

Periodic Tasks

Set up recurring maintenance schedules:

Define frequency (daily, weekly, monthly, custom)
Set visibility windows (when the task appears in the queue)
Track completion history
Overdue periodic tasks are flagged

Trigger Automation

Create event-driven workflows that automatically generate work. See the Trigger Automation feature guide for details.

Quality Reviews

Conducting a Review

Go to Quality Reviews
Select a completed task to review
Score the work (1–5)
Add feedback and evidence (photos, videos, voice notes)
Set the inspection gate: Pass or Fail

Rework

If a review fails, the task is reopened for rework. The housekeeper sees it again in their queue with the review feedback attached.

Evidence Types

Photos
Videos
Voice notes
Text notes

Reporting

Housekeeper Report

Individual and team performance data:

Tasks completed per housekeeper
Time spent vs. budget
Quality scores

Task Time Analytics

Detailed time analysis:

Average completion times by task type
Outlier detection
Time extension tracking

Activity Timeline Report

Printable or exportable timeline of all events over a date range.

Task Time Extensions

When a task takes longer than expected, grant a Time Extension. Extended time is excluded from baseline averages, keeping performance metrics fair.

Lost & Found

Full management of lost items:

View all reported items
Manage claims
Track resolution status

Task Suggestions

Review housekeeper-submitted task suggestions:

Approve to automatically create the task
Reject with feedback
Track suggestion history

Configuration

Property Options

Configure lists used throughout the app:

Space types (private room, dorm, common area)
Reason categories (for other work, maintenance, etc.)
Any custom option lists your property needs

PMS Room Mappings

Map your PMS room codes to LodgeBeam spaces for occupancy ingest. See the PMS Integration guide.