How to Read a Client Profile
Select the client scheduled for your next cleaning.
Open the client profile
Check basic details
• Read the client’s name.
• Confirm the address.
Review the notes section
• Scroll through the notes for any special instructions.
• Be aware: the notes may not always be updated in time.
Scroll all the way down
• Locate the Job Type and Time Duration fields.
• This section is the true job type and overrides the notes if there’s a conflict.
• Prioritize accuracy
• Always follow the job type and time duration at the bottom of the profile.
• Use the notes only for supplemental information.
Always read your client profile. It’s very important to know the client’s name and where they are located. More important is the ‘job type’ that way you are prepared with the proper cleaning tools and equipment
