Master Scheduling

Step-by-Step Instructions for Managing the Master Schedule

1. Preparation

1.1 Ensure that the master schedule is set and visible for two weeks out.
1.2 Confirm that the maintenance cleaning is ready to be confirmed, as indicated by the sales manager having:

• Obtained sign guidelines.
• Accepted the quote.
• Secured a credit card on file.

2. Gather Necessary Information

2.1 Note the following details:

• Who performed the initial cleaning.
• Home zone (family color).
• Day preference.
• Time preferences.
• Cleaning Technician (CT) preferences.

3. Access the Master Schedule

3.1 Navigate to the master schedule.
3.2 For each preferred day listed:

• Check the availability of the CT’s who did the initial cleaning.
• Identify which technician is closest and available.
• Confirm their availability for the preferred time.
• Ensure they are within the same home zone (family color).

4. Update the Master Schedule

4.1 Select the appropriate technician based on the criteria above.
4.2 Update the master schedule with the selected technician and the arrival window that fits well.
4.3 Check the technician’s schedule efficiency for the next two cleanings to ensure optimal scheduling.

5. Notify Sales/Customer Service

5.1 Notify the Sales/CS team via the Slack schedule-update channel that the maintenance cleaning is ready to be confirmed.
5.2 Use the following format for the Slack message:

By following these steps, you will ensure that the master schedule is efficiently managed and the Sales/CS team is promptly informed for confirmation.