This details how to manage a customer with multiple recurring cleaning subscriptions, where different areas of the house are cleaned on alternating visits.
- Access the Customer Profile:
- Open the customer profile for which you will create multiple subscriptions (e.g., "Janet Jackson").
- Review any existing jobs and subscriptions to ensure accuracy.
- Create Multiple Routine Jobs:
- For a customer with alternating tasks, such as cleaning the entire house one week and cleaning specific areas the next, create separate routine jobs for each task.
- Example: Set up one subscription for Whole House Cleaning and another for Downstairs Only cleaning.
- Document Cleaning Notes:
- For each routine job, enter the specific cleaning notes to help the cleaners identify the task for that visit.
- Example: For the job scheduled on the 10th, note "Whole House Cleaning" in the cleaning notes.
- For the following job (on the alternating week), note "Downstairs Only."
- For each routine job, enter the specific cleaning notes to help the cleaners identify the task for that visit.
- Save and Update Cleaning Notes:
- Ensure that you select Save and Update All when adding cleaning notes, so the information applies to all future cleanings for that particular subscription.
- Rename Subscriptions for Clarity:
- To avoid confusion between the multiple subscriptions, rename each subscription based on the task:
- For the first subscription (e.g., Whole House Cleaning), go to Options > Edit, and name it "Whole House Cleaning."
- For the second subscription (e.g., Downstairs Only), rename it "Downstairs Only."
- This allows you to easily distinguish between different job rotations within the customer profile.
- To avoid confusion between the multiple subscriptions, rename each subscription based on the task:
- Verify Subscription Setup:
- Go back to the customer profile and review the subscriptions to confirm they are correctly labeled and set up.
- Each subscription should clearly indicate the specific task for each cleaning cycle (e.g., Whole House Cleaning and Downstairs Only).
Quality Control:
- Double-check that all cleaning notes are updated correctly and applied to each future job.
- Ensure the naming of subscriptions reflects the specific cleaning tasks to avoid confusion for both the cleaners and admin team.
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