If you are like most cleaning businesses, managing scheduling and invoicing is an overwhelming challenge. Bella FSM cleaning service software lets you generate and manage recurring cleaning services for your customers. This solution will track the following aspects of your customers’ history: completed cleaning services, when these services were invoiced, and when payment was received. The technique for doing this is described below.
There is no right way or wrong way to set up recurring services. However, we can share our recommendations based on industry best practices. Feel free to Contact Us so we can help you to streamline your cleaning business.
Create a Job for your customer and select “Recurring” in the appointment section. Select the appropriate frequency of daily, weekly, monthly, or yearly which will create the appointments on the calendar. Set the appointment date and time. For example, if you select a frequency of weekly, the appointment will be place on the calendar for this customer every week.
As you complete cleaning appointments, open the appointment occurrence from the calendar and mark the appointment complete. When you mark an appointment complete the software places the appointment in the Job Appointment list. This list will keep a record of all the completed appointments for the Job and their history.
Also, when marking the occurrence appointment complete, enter a quantity for the number of labor hours and any materials in the job items section. You can create “Items” in the accounting section for service, parts, discounts, etc… that display in the job items section. For example, create an item called “Weekly Cleaning”. Enter a quantity of 1 for weekly cleaning and enter a completed date. You also have the option to invoice job items individually or group them together. When you invoice Job Items the invoice date will also display in the Job Item List.
The Job Item list will track customer history of when all cleaning services were completed and invoiced.
Additionally, you can set a “Job Status” for a customer job based on when this status report is required. For example, you could set it for every two weeks or monthly. Job status terminology can be customized. In the job list, you are able to sort all customer jobs by job status for quick viewing and organization.
Bella’s Cleaning Service Scheduling Software will take your business to the next level. Take advantage today of our special offer: https://secure.bellafsm.com/bella/order_now_fsm.jsp