Editing Job Details on a One-Time Job

This SOP provides a guide on directly editing the details of a one-time job from the schedule board in The Cleaning Software.

1. Accessing the Job from the Schedule Board:
   • Navigate to the schedule board and locate the one-time job you wish to edit.
   • Right-click on the job and select View Details to open the job’s specific information page.
2. Making Edits to the Job:
   • Add-On Services:
     • If the customer requests additional services, such as a fridge or oven cleaning, add the relevant service under Add-Ons.
   • Update Notes:
     • If there are special instructions (e.g., access information like a lockbox code), enter these in the Notes section.
   • Payment Information:
     • If the customer provides updated payment details, enter the new credit card information under Payment.
   • For a one-time job, you do not need to select any options for “Save for all” since changes apply only to this specific job.
3. Saving the Changes:
   • After entering the necessary information, click Save to ensure updates are applied to the job.
   • If any mandatory fields are incomplete, such as a payment reason when disabling auto-charge, fill in the required fields before saving.
4. Alternative Access Method:
   • If preferred, you can also access the job details by:
     • Searching for the customer’s name (e.g., Tina Turner) under Customers.
     • Opening the customer’s job file for the scheduled date and making edits directly from this view.

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Key Notes:

• Direct Access from Schedule Board: Using the schedule board allows for efficient, real-time updates to job details without navigating through customer files.
• Single Job Focus: Since this is a one-time job, any updates or add-ons apply solely to this cleaning and do not carry over to future bookings