How To Create Invoices
1. Start on MaidCentral Main Screen https://greentreecleaningservices.maidcentral.com/Dashboard/Index/347 2. First you want to check the jobs of the day have been started. 3. Review the calendar. If you see there are jobs that have not been started yet you must wait to start. 4. Once all jobs have at least been Read more…
Add cleaning instructions/job details for one single job and reply to customer message.
1. Navigate to https://greentreecleaningservices.maidcentral.com/Dashboard 2. review the customers message and or request. 3. Click “Reply” 4. I like to copy the message so I am not missing out on any details when adding to the job notes. 5. Right-click “Just in case I’m not here when Jazlyn arrives, can you Read more…
Resend Customer “Customer Portal Invite”
1. Navigate to https://greentreecleaningservices.maidcentral.com/ 2. Click “Search Customers” 3. Type in customers name you are looking for. 4. Click customers name 5. Click “User Account” 6. Click “Send Customer Invite Email” 7. Confirm all the details are filled in. 8. Click “Send”
Monthly KPIs Report
Tip: Tip! Wait until the 17-19th of the month to do the previous months KPIs. Always confirm with Jennifer first. 1. Open Monthly KPI Report 2. Click the “Month/Year (ex. April 2023)” field. 3. Type in the Month and Year you are doing the report for. 4. Click “Direct Payroll Read more…
How to Do Weekly KPIs
1. Be sure to have the following 2 items open: Weekly KPI Report Maid Central 2. Click the “Week #/Year (Week 23 2023)” field. 3. Navigate to https://greentreecleaningservices.maidcentral.com/Dashboard 4. Click Reports then Click “Revenue and Production Planning” 5. Click this date/time field and update it for the week needed. 6. Read more…
How to Change a Current Customer’s Schedule Frequency and Rate
Can be used when a customer would like to go from Weekly to -Bi-Weekly, Bi-Weekly to Weekly, or Bi-weekly to Monthly 1. Navigate to https://greentreecleaningservices.maidcentral.com/ 2. Click “Search Customers” 3. Type the name of the customer you would like to adjust their schedule frequency Click on the name of the Read more…
How to Add Tip and Charge Credit Card
1. Navigate to https://greentreecleaningservices.maidcentral.com/Account/Login?ReturnUrl=%2F 2. Click The arrow of the customer on the ticket where it says a tip needs to be added. 3. Click “View Invoice” 4. click the “add tip” field 5. enter the tip amount and click “add tip” 6. Click “CHARGE CREDIT CARD” 7. Check to Read more…