Overview of Interaction Logs

This guide explains how to use the Interaction Log to review schedule changes, complaints, compliments, and other day-to-day client interactions.

1. Open the Interaction Log

• Go to the Main Menu.

• Select Interaction Logs.

2. Search by Client (Optional)

• Enter a customer’s name if you want to view interactions for one specific client.

• Leave the name blank to view interactions across all clients.

3. Filter by Date Range

• Enter a start and end date (e.g., May 1 → May 28) to narrow your search.

• This helps isolate interactions that occurred during a specific period.

4. Choose an Interaction Type

Type of Interaction	Description
Breakage	Logged when something is broken in the client’s home or when an item is being replaced.
Collection	Logged when an invoice or payment is sent to collections due to non-payment.
Complaint	Logged when a customer has a complaint.
Complement	Logged when the customer gives a compliment.
Conversation	Logged when you have a notable conversation with the customer — long-term schedule change, cleaner issue, or anything worth keeping long-term (positive or negative).
Crew Notes Added	Logged when technicians add a note.
Crew Note Change	Logged when office staff edits or updates the cleaners’ notes.
Customer Review	Logged when the customer leaves a review (Google, Facebook, etc.).
Lockout	Logged when the team is locked out of the job location.
Quality Control	Logged after completing a QC house check, including any notes.
Reminder	Logged for appointment reminders (next day, next cleaning, timed, or no-time reminders).
Schedule Change	Logged when a job is rescheduled, skipped, or bumped — including reasoning.
Skip	Logged when a customer skips a cleaning.
Tip	Logged when a customer leaves a tip.

• Click Search to filter the results.

5. Review the Results

• View each record’s notes, details, and the client address shown on the right side.

• Use this to assess patterns, client issues, or team performance.

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Notes / Watch-Outs

• Leaving all fields blank will show every interaction in the system.

• Filters stack—if nothing shows, double-check that you didn’t combine conflicting filters.

• Make sure your team is logging interactions accurately; reports are only as good as the data entered.

• Use this tool weekly to catch trends early (recurring complaints, frequent reschedules, etc.).