- Can a customer skip one clean without leaving the round?
- Yes. Cancel the job on that date’s job calls off that clean alone, and the rest of the round stands. Stop from here calls off every clean from that date on. If the person at the address was emailed those dates and appointment emails are still on, one email says which cleans are off, and its calendar file takes those dates out of the diary.
- Are customers told before every clean?
- Yes, by default. When a round is booked, the person at the address is emailed once with how often it repeats and a calendar file of every date up to a year ahead. A reminder email goes the evening before each clean. With Send by text as well as email on, both are texted to that person’s mobile too. Switching off Appointment and reminder emails on a customer stops the emails and the texts for that customer.
- Is each clean invoiced automatically when it is done?
- No. Once its work is marked finished, a clean waits under Not yet invoiced until Draft the invoice on its row drafts that clean’s invoice. A day’s finished cleans can be chosen in the Table on Jobs and drafted in one go with Draft the invoices. Each draft is then sent on its own.
- Can customers on a round pay by direct debit?
- No. Nothing collects a clean’s money from a customer’s account by itself. Each clean’s invoice waits for your customer to pay it, and by default an overdue one is chased by email.