Office Resources
Entering Datasheet into MC
PART 1. COPY + Paste into customer notes section of MC
1. Navigate to Customer Profile in Maid Central
2. Add a NOTE
3. Paste ENTIRE datasheet into the NOTES area
PART 2: Follow steps in video
PART 3: PAT$ Preferred Arrival time
If there is PAT$, please follow the Time Preferences article/video here: https://bahousecleaning.com/office-knowledge-base-2/arrival-windows-cleaning-technician-preferences/
PART 4: Datasheet On file Tag
IMPORTANT AREAS TO PAY CLOSE ATTENTION TO WHEN ENTERING DATASHEETS: