The Schedule tab is where your workday takes shape. It combines a visual calendar, job creation, status tracking, and route data into one view so you always know what's happening and when.
Calendar View
Tap Schedule in the tab bar to open the calendar. By default, you'll see a weekly view with cleaning jobs displayed as color-coded blocks.
Calendar view modes
- Day view — shows all cleaning jobs for a single day in chronological order with time blocks. Best for busy days.
- Week view — shows the current week at a glance. Tap any day column to jump to day view.
- Month view — shows job counts per day with colored dots indicating statuses. Good for planning ahead.
- List view — shows jobs as a flat list, sorted by date. Useful for searching or bulk-editing.
Swipe left or right to move between days, weeks, or months depending on which view mode you're in. Tap Today in the top-left corner to jump back to the current date.
Tip: On iPad and Mac, the calendar uses a split-pane layout. The calendar stays visible on the left while you edit job details on the right — no need to navigate back and forth.
Creating Jobs
You can create a cleaning job from three places: the calendar, a client profile, or the + button in the tab bar.
Tap + New Job or tap and hold on a time slot in day view to create a job at that time.
Search for and select the client. Then choose the property from their profile (most clients have one).
Select the service type — standard clean, deep clean, move-in/out, vacation rental turnover, or a custom service. You can select multiple services for the same visit.
Set the date and time. The duration is estimated automatically based on property size, but you can override it.
Set a price for the job. You can price each service line separately or enter a flat job total.
Add internal notes (not visible to clients) and tap Save Job.
Job color coding
Jobs on the calendar are color-coded by service type so you can read your day at a glance. Standard cleans are one color, deep cleans another, move-out cleans another. Colors are customizable in Settings.
Recurring Services
When creating or editing a job, toggle Recurring to set up a repeating series. The job you're editing becomes the first occurrence.
Recurrence options
- Weekly — same day every week. Most common for regular cleaning clients.
- Every 2 weeks — alternating weeks. Good for bi-weekly cleaning services.
- Every 3 weeks — common for larger spaces that need less frequent service.
- Monthly — good for deep cleans or occasional service clients.
- Custom — set any interval in days.
When you edit a recurring job, ShineBook asks whether you want to change this job only, this and all future jobs, or all jobs in the series. This prevents accidental changes from affecting your whole schedule.
Tip: For seasonal contracts (e.g., vacation rental coverage May through September), set the end date when creating the recurring series. ShineBook will stop generating jobs automatically.
Job Statuses
Every cleaning job moves through a lifecycle as work is completed and payment is collected. ShineBook tracks this automatically as you take action.
The job is on the calendar for a future date, or today but not yet started. Default state when you create a job.
You've tapped Start Job or clocked in. The timer is running and the job appears at the top of your active list.
You've tapped Complete Job. Time is recorded, and the job is ready to be invoiced. ShineBook prompts you to create an invoice.
An invoice has been created and sent for this job. The job is linked to the invoice and payment tracking begins.
You can also manually set a job to Cancelled or Skipped. Cancelled jobs are removed from route calculations. Skipped jobs (client away, rescheduled) are logged but don't count as missed.
Managing Your Daily Schedule
The Dashboard shows today's cleaning jobs in route-optimized order. You can also view your full day from the Schedule tab in Day view.
Reordering today's jobs
In Day view or the Dashboard job list, press and hold any job, then drag it to a new position. The route recalculates automatically to show your updated driving time and order.
Marking jobs complete in the field
- Open the job from the Dashboard or calendar, then tap Start Job when you arrive.
- Add any completion notes, take before/after photos, or log supply usage.
- Tap Complete Job when finished. ShineBook records the actual duration.
- Choose whether to Create Invoice Now or defer invoicing to the end of the day.
End-of-day review
At the end of each day, you'll receive a summary notification listing completed jobs, total earnings, pending invoices, and tomorrow's schedule. Tap it to open the day summary in ShineBook.
Next step: Learn how to turn completed cleaning jobs into professional invoices in the Invoicing & Estimates guide.