Customer has a Preferred Cleaning Technician

IMPORTANT INFO: Currently we have some clients who have had a preferred cleaning technician since before we implemented the fee (Q1 2024), and we leave those clients alone. We do not suddenly charge them more to have their preferred cleaning technician whom they’ve had possibly for years now. This would almost always trigger a loss of client and we don’t want that. However, if this is a very new request to have a preferred technician, upcharge applies.

1. Communicate a current upcharge for Cleaning technician preference.
   (we route our cleaning technicians mainly based on proximity from one job to another.  So when a client has a preference for a specific CT, we may need to modify our routes to accommodate that which could affect our efficiency.  Hence the upcharge)
2. Add an upcharge (video on how this is accomplished HERE)
3. Go to Maid Central > Search Customers > Customer Details
4. Click on Technician preferences & add a preferred cleaning technician
   NOTE: You can setup a preference yet for it not to be REQUIREMENT.  Meaning there is a preference but client is okay with other CT as well.  You also can setup a “DO NOT SCHEDULE” specific CT to specific client.
5. IMPORTANT: Submit a Master Schedule Change form to Scheduling.