How to Schedule a Job from a Won Recurring Quote

This guide walks through converting a previously sent recurring quote into a booked weekly job, collecting notes, setting pricing, linking Stripe, and confirming scheduling details.

1. Locate the Customer & Quote

• Search for the lead (e.g., "Holly Test").

• Open the quote they are accepting.

• If needed, adjust back to weekly or the correct frequency before booking.

2. Enter or Confirm Address & Home Details

• Add or select the address (e.g., 100 Carroll Avenue).

• System repopulates square footage automatically.

• Cross-check square footage against what was quoted.

• If size is different, send a revised quote or confirm updated price verbally.

3. Confirm Pricing & Service Frequency

• Example: $180 weekly.

• If offering a promo, apply a first-service discount (e.g., $25 off first cleaning, then returns to $180).

• Confirm arrival window (e.g., 12–4 PM flex).

4. Collect Scheduling & Cleaning Notes

• Ask entry details and whether the client will be home.

• Add specific notes such as:

  • Hates cobwebs

  • Has cats

  • Clean office first

  • Flexible schedule but after 10 AM only

• Add internal scheduler notes if needed.

• Ask if any add-on services should be included now or in the future.

5. Link to Stripe for Billing Setup

• Click Link to Stripe to generate the Stripe ID.

• Do this even if customer pays via check—Stripe ID is required to generate invoices.

• Optionally store card on file if provided.

6. Convert Quote to Job

• Set rotation schedule if using rotation logic.

• Click Convert to Job.

• Job will populate on the calendar automatically.

7. Verify Job on Calendar

• Navigate to the start date (e.g., May 8).

• Confirm the new weekly job appears on the schedule.

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Notes / Watch-Outs

• Always verify square footage before confirming price.

• Linking to Stripe is required for invoicing even if not billing by card.

• Scheduler notes should be specific and actionable (arrival rules, pet info, room priorities).

• Apply first-clean discounts only to the first visit, not recurring rates.

• Ensure the correct service frequency template is selected before converting.