🏠 Customer
How to Add Customers ~ Change Address ~ Payments ~ Manage Subscriptions and More!
Jobs
- How to fix Address Not Found Error (GPS)
- How to Change the Phone number for Extra Time Requests and Notes
- How to complete a job the following day if the Cleaner did not clock out Day
- How to Link Photos to a Job
- How to handle Lock Outs (with and without a Lockout Fee)
- How to Skip a Job - One Time or Recurring
Subscription
Short Term Rentals - Vacation Rentals
Customers
- How to fix Address Not Found Error (GPS)
- How to link an existing Stripe Customer into TCS so the Cards are also added
- How to Delete a Customer
- How to Send Reminders to one Customer from the Job Details Page
- How to Add Multiple Addresses to a Customer
- How to Add a New Customer
Tips
Payments
- How to check and confirm Auto-Charge for Future Jobs
- How to Resend an Invoice in TCS
- How to Edit the Line Item in Invoices (Addresses, Property names, etc)
- How to Print or Email a PDF copy of an Invoice
- How to Create an Invoice for Future Cleanings (Net 15 / Net 30)
- How to Fix a "Payment Method Error"
Leads
- Overview of Leads
- Setting Up Leads
- How to Set up Follow Up Activites
- Adding Quote Form to Your Website
- How to Send Quote for One-Time Cleans
- How to Send a Quote for Recurring Services