How to Input Payroll Using Mac Numbers (or excel or google sheets) and ADP

Link to Original Scribe These instructions are after you have exported the xls sheet from Maid Central. There are 3 softwares you need to use are : Maid Central, ADP, and Numbers (or google sheets/excel) 1. Open the sheet in Numbers (or google sheets or excel) and add a couple Read more…

By usjemu, 3 weeksJanuary 16, 2025 ago

Updating Lead Status to Closed in GoHighLevel Dashboard

Link to Scribe Here 1. Navigate to https://app.gohighlevel.com/v2/location/dMitdyW6eKQ8XT4uV3ZX/dashboard 2. Click “Conversations” 3. Click “Recents” to see recent messages from leads 4. Click on the customer that had responded. 5. MOST IMPORTANT – respond to the message first! Depending on what they said, you can say something like, “No problem! Glad Read more…

By usjemu, 4 weeksJanuary 10, 2025 ago

GreenTree Communication Guidelines

By usjemu, 4 weeksJanuary 6, 2025 ago

Afternoon/Closing VA Playbook

Purpose: To ensure all daily tasks are completed, systems are updated, and the next day is set up for success by addressing outstanding tickets, handling payments, preparing schedules, and providing sales updates. Step 1: Final Check on Tickets in Maid Central Review Open Tickets Navigate to the Tickets section in Read more…

By usjemu, 4 weeksJanuary 6, 2025 ago

Morning VA Playbook

Purpose: To provide a consistent and efficient framework for Virtual Assistants (VAs) to follow at the start of each day, ensuring tasks are prioritized, lead follow-ups are managed in both Maid Central & High Level, and technician punctuality is monitored. Step 1: Starting the Day Check-In Log in to your Read more…

By usjemu, 4 weeksJanuary 6, 2025 ago

Mid Day Playbook

Purpose: To ensure smooth operations by addressing ongoing tasks, following up on pending issues, and preparing for the remainder of the day’s workload. Step 1: Mid-Day Review Check-In on Tickets in Maid Central Revisit the Tickets section in MC. Address any new tickets received since the morning. Ensure tickets flagged Read more…

By usjemu, 4 weeksJanuary 6, 2025 ago

How To Generate Email/Text Campaigns For Jobs

1. Open Maid Central 2. Under Company, click “Campaigns” 3. Click “Job Campaign” 4. Pick the date you want to send a message to all the jobs on that day 5. Click “Update” 6. Confirm all of the jobs you want to send an email/text to are “checked” and click Read more…

By usjemu, 1 monthDecember 27, 2024 ago

How to Add an Employee to a Job When They Don’t Have Reception

1. Navigate to https://greentreecleaningservices.maidcentral.com 2. Under ‘Employees’, Click “Daily Timeclocks” 3. Click “Jobs” 4. Click “Add Employee to Job” 5. Select the Employee you would like to add 6. Select their position for the job from the dropdown (it will almost always be Team Member unless they are a Trainee) Read more…

By usjemu, 1 monthDecember 27, 2024 ago

How to Add/Upgrade a Customers Service Scope of Work

To use when a customer wants to upgrade their service and/or make an ongoing change like adding the fridge to every cleaning. Can also be used when needing to apply a discount or to skip a room or for a custom rate modification. 1. Navigate to https://greentreecleaningservices.maidcentral.com/Customer/Details/375047?cid=375047 2. Click “Search…” Read more…

By usjemu, 1 monthDecember 27, 2024 ago

What to Do If the Customer Hasn’t Created Their Portal Account

1. Navigate to the customer page in Maid Central 2. Click “Agreements” 3. If it shows their agreement has been accepted, that means they had the option to create their account. If it hasn’t been accepted, resend the agreement. 4. If the agreement has been accepted, Click “User Account” to Read more…

By usjemu, 1 monthDecember 27, 2024 ago

Office Knowledge Base

How to Input Payroll Using Mac Numbers (or excel or google sheets) and ADP

Updating Lead Status to Closed in GoHighLevel Dashboard

GreenTree Communication Guidelines

Afternoon/Closing VA Playbook

Morning VA Playbook

Mid Day Playbook

How To Generate Email/Text Campaigns For Jobs

How to Add an Employee to a Job When They Don’t Have Reception

How to Add/Upgrade a Customers Service Scope of Work

What to Do If the Customer Hasn’t Created Their Portal Account

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