Optii Webinar: Your Guide to Optii Version 3

Optii Version 3 is here, and it does a lot more than housekeeping. In this 30-minute walkthrough, we show your team exactly what changes when you move from Optii Keeper (V2) to Optii Platform (V3): where everything lives, what's new, and how to get value from it on day one.

The session is built in 9 bite-sized modules, each ending with a quick knowledge check, so you can watch it start to finish or jump straight to the part that matters most to your role. Pause, rewatch, and follow along in Optii as you go.

Who should watch: General Managers, Directors of Operations, Executive Housekeepers, Housekeeping Supervisors, Front Office and Service teams, and Maintenance leads at properties moving from Version 2 to Version 3.

1. Welcome to Optii Platform (V3)

V3 is the operations platform your hotel runs housekeeping, maintenance, guest requests and preventative maintenance through: one system, in one place. It now covers your houseman, runners, public areas, maintenance and front desk teams, not just room attendants.

2. Getting Around Optii

Everything lives in the left-hand menu: every module and product, plus Settings, your profile and support.

• Ask the chatbot: get answers to questions directly inside Optii.
• Check the library: release notes are published here, so your team always knows what's new.
• Translate instantly: switch the whole screen into your team member's language, including checklists and notes, with the translate widget. Team members can also set their language in their profile.

3. Create Jobs in Seconds with Optii AI

The Add Job button is always at the top of the screen, ready for guest requests, maintenance requests or houseman tasks.

• Type it, say it or snap a photo: describe the job (for example, "replace towels room 0101") and Optii AI builds it for you, with the request type, action, item and location filled in.
• Voice on mobile: on your phone, tap the microphone and say "Replace bath towel, room 101." It's a quick, easy way for team members on the floor, juggling multiple tasks, to log requests.
• New Linen Strip job action: runners or housemen strip the room first, so it's ready the moment the room attendant arrives.

4. Real-Time Dashboards

Four dashboards give every leader the view they need, at a glance:

• Service dashboard: job requests, jobs completed (guest and internal), average response times and on-time performance, plus your top five most frequent jobs. Filter by department, job type, priority and date, and spot jobs that missed their target time.
• Housekeeping dashboard: departures, stayovers, out of order and out of service rooms, room statuses, staffing on shift and completed jobs.
• Discrepancy dashboard: spot rooms where Optii and the PMS disagree on cleaning or occupancy status, before it becomes a front desk headache. Export to CSV, Excel or PDF.
• GM dashboard: a general overview of today's housekeeping, service and preventative maintenance jobs, with completion rates and overdue jobs in one place.

5. Managing Service Jobs

• My Jobs: see the jobs assigned to you, and the jobs you've assigned to others.
• Service List: every guest and internal request in one list, sorted by status and priority. You only see the departments your role allows.
• Elapsed Time: shows how long it has been since a job was created without being completed. A long elapsed time is your cue to follow up with the team.
• Saved filters and tags: save your favourite filter and Optii applies it for you. Tag jobs (for example, a guest who needs extra attention) for quick follow-up.

6. The Status Board and Scheduled Jobs

• Status board: a board view with jobs in columns by status (not started, in progress, on hold and completed). Drag and drop jobs across the board to update them.
• Schedule ahead: create a job for a future date and time, then use the Only Future Jobs toggle to see what's coming.
• Repeating jobs: set jobs to repeat daily, weekly, monthly or yearly, or multiple times per day, on the days you choose, with a start and due time. Optii generates them automatically.

7. The Housekeeping Timeline

The Timeline has a newer, much improved design, and it now shows every housekeeping role in one view: room attendants, inspectors, housemen, runners and turndown.

• No more toggling: see your room attendants and your other teams side by side.
• New job colours and clear occupancy icons: touch-ups, corrections and checks each have their own colour, and room status (vacant clean, vacant pickup, occupied dirty and more) is easy to read.
• Bulk actions: select several rooms, open the three-dot menu and choose Rush, instead of rushing rooms one by one. Rushed rooms move to the top of the list, as before.
• Live timers: in-progress jobs show a live timer that keeps counting until completion.
• Past days: in V2, the Timeline reset at midnight. Now you can open the calendar and review any previous day.

8. Housekeeping List and Supervisor Views

• List view: see unassigned and assigned jobs together, and reassign rooms through Job Action.
• Bulk notes and tags: select rooms and add one note or tag to all of them at once.
• Vacant pickup checks: complete a VP check as normal and Optii updates the PMS.
• Supervisor view (brand new): see all the allocations in your section and manage them directly, on desktop or on your mobile.
• Do Not Disturb: DND and No Service Required rooms drop to the bottom of the list, just like before, and you can configure other statuses to behave the same way.

9. Maintenance, Chat and Reports

• Preventative maintenance: plan and track recurring maintenance and asset care in the Projects module.
• Optii Chat: an internal communication tool with channels, direct messages and group chats. Use @tags to notify people, share pictures and create groups for each team, such as your housemen.
• Reports: a full library of reports, including the cleaning exceptions report, history and benchmarks.

Questions? Email us at help@optiisolutions.com or contact your Customer Success Manager.