🏠 Customer
How to Add Customers ~ Change Address ~ Payments ~ Manage Subscriptions and More!
Jobs
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How to Change the Phone number for Extra Time Requests and Notes
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How to complete a job the following day if the Cleaner did not clock out Day
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How to Link Photos to a Job
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How to handle Lock Outs (with and without a Lockout Fee)
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How to Skip a Job - One Time or Recurring
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How to Bump a Job - One Time or Recurring
Subscription
Short Term Rentals - Vacation Rentals
All STR's are managed slightly different due to their infrequency, yet the need to copy all notes to each job is key. Follow these steps to ensure each STR cleanings is consistent and does not cause scheduling problems
Customers
A Full list of ALL customers and Leads
Tips
How to process tips, split tips, Trainer/Trainee Tips, and calculate payroll.
Payments
How to Invoice, Charge Jobs, Process Payments, Make Notes, and Process Deposits.
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How to check and confirm Auto-Charge for Future Jobs
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How to Resend an Invoice in TCS
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How to Edit the Line Item in Invoices (Addresses, Property names, etc)
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How to Print or Email a PDF copy of an Invoice
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How to Create an Invoice for Future Cleanings (Net 15 / Net 30)
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How to Fix a "Payment Method Error"
Leads
How to create quotes, add new leads, and manage existing leads
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Overview of Leads
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Setting Up Leads
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How to Set up Follow Up Activites
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Adding Quote Form to Your Website
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How to Send Quote for One-Time Cleans
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How to Send a Quote for Recurring Services
Interaction Logs
How to add, or edit interactions with Customers and Cleaners