Step 2: Setting Up Your Notifications

This SOP explains how to configure and customize notifications in The Cleaning Software to ensure proper communication with customers during onboarding and cleaning services.

1. Access Notifications in Branch Settings:
   • Navigate to Branch Settings in The Cleaning Software.
   • After completing the branch and cleaner settings, go to the Notifications section.
2. Test Your Notifications:
   • Set up the initial notifications and create a test job to ensure they work as expected.
   • Once testing is complete, you can return to the settings to make adjustments as needed.
3. Configure the Welcome Notification: DO NOT CONFIGURE UNTIL CURRENT CUSTOMERS ARE ADDED.
   • The Welcome Notification is sent automatically as soon as a customer is added.
   • The Text Notification is pre-configured to include variables such as the customer’s name and a request to opt-in to SMS notifications. This message must be sent to comply with legal requirements.
   • The Email Notification can be customized to include a welcome message from your branch or company. Example: “Thank you for choosing [Your Branch Name] for your home cleaning needs.”
4. Customize the Day Before Reminder with Time:
   • This notification is sent the day before the scheduled cleaning and includes the arrival time (defaulted to 30 minutes either side of the scheduled time).
   • Example: For an 8:30 AM job, the arrival window sent will be 8:00 AM to 9:00 AM.
   • You can customize the message to include information about your cancellation policy or any other important details.
5. Next Cleaning Reminder (No Time):
   • This reminder is sent to the customer to notify them of their upcoming job, without specifying the exact time.
   • Example: “Your job is on the schedule for [date]. Your next estimated arrival window will be sent soon.”
6. Crew and Route Notification:
   • This notification is sent when the cleaner starts traveling to the customer’s location.
   • You can include any specific message here, such as "Your cleaner is on their way."
7. Cleaning Complete Notification:
   • This notification is sent as soon as the cleaner finishes the job.

   • It is recommended to include a link for leaving reviews and tipping options in both the text and email notifications.

     UPDATE: TO SET UP an Option to Tip with or without feedback click here

   • Example: “Your cleaning is complete! Please leave a review and tip your cleaner by clicking this [link].”
8. Review and Tip Notifications:
   • Use the Cleaning Complete Notification to drive customers to leave reviews and tips by providing direct links in the message.
   • Example: Include a link to your review platform and a tipping service for easy access.

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Quality Control:

• Test all notifications after setup to ensure they display and send correctly to customers.
• Regularly review and update notification messages to reflect any changes in service policies or customer feedback.