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 customer
4. Click on the home address to go to the “Home” Screen
5. Click “Rate Log”
6. Click “Update Base Fee”
7. Add in the New Base Fee
8. Add in the “Allowed Hours” for the job
(HINT – divide the Base fee by the company’s current cost per hour)
9. Choose the correct frequency for Service Type.
In this example, we are choosing weekly
10. Add in any notes and Click “Create Rate Log”
11. Next, Click “Jobs”
12. Click “Jobs”
13. Click “Modify Schedule”
14. Click the date you would like the new frequency to start
15. Select the Time
16. Add any “First Job Notes” and Click “Modify Schedule”
