Adding an Add-On - One Time - Permanent

This explains how to add both permanent and one-time add-ons to a subscription or routine service in The Cleaning Software, allowing for flexible customization of recurring jobs.

1. Access Customer Profile and Job Details:
   • Open the customer profile (e.g., Janet Jackson) and navigate to the routine service (e.g., whole house bi-weekly cleaning).
2. Edit Job Details:
   • Go into the details of the job and click Edit to modify the job and add the desired add-ons.
3. Add Permanent Add-On:
   • To add an add-on that will apply to every routine cleaning, follow these steps:
     • Select the desired add-on (e.g., Inside Refrigerator Cleaning).
     • Enter the quantity (e.g., 1 refrigerator) and set the custom price (e.g., $25).
     • Add relevant cleaning notes (e.g., “Clean inside of fridge”).
     • Choose Save and Update to apply this add-on to every scheduled routine cleaning.
4. Add One-Time Add-On:
   • To add an add-on for only one occurrence:
     • Select the add-on (e.g., Oven Cleaning) and input the necessary details.
     • Choose Save for This Time Only to ensure the add-on is applied for only one cleaning instance.
     • This option is useful for one-off tasks or temporary services.
5. Verify Add-On:
   • Once saved, the add-ons will appear in the job details. The permanent add-ons will be included in every future occurrence of the routine job, while one-time add-ons will only appear for the specified cleaning.

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Quality Control:

• Confirm that permanent add-ons are applied to all future routine jobs.
• Double-check that one-time add-ons are only included in the specified cleaning session.
• Ensure the correct add-on pricing and quantities are entered to avoid discrepancies.