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Price increase process

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📅 Due Date: No later than the 5th of each month

All rate adjustments become effective on the 1st of the following month, giving clients approximately 3–4 weeks’ notice.

Each recurring client should receive only one rate adjustment within a 12-month period.

Step 1: Pull the Scorecard 4 Client List

  1. Go to Reports in MaidCentral.
  2. Search for ‘rates’ and open the Rate Increase/Adjustment report.
  3. Filter for recurring clients who have not received a rate increase in the last 12 months.
  4. Filter for clients with a Scorecard rating of 4.
  5. Set the effective date to the 1st of the following month.
  6. Confirm the appropriate recurring scopes of work are selected.
  7. Enable:
    • Update Percentage-Based Rate Modifications
    • Update Job Allowed Hours

Step 2: Sort by Variance and Update Pricing

Sort the client grid by Variance %.

Variance % Increase Action
0% or higher 5% Process automatically
-1% through -10% 3% Process automatically
-11% or lower — Leave unselected for manual review

After MaidCentral calculates the adjustment:

  • Round up to the nearest whole dollar if the job is at or over scheduled time.
  • Round down to the nearest whole dollar if the job is under scheduled time.
  • Do not process variance of -11% or lower in either automatic batch.

Step 3: First Price Increase Clients — Under 13 Months

These are Scorecard 4 clients with a service start date of less than 13 months ago. They are likely receiving their first price increase.

  1. Sort the eligible Scorecard 4 clients by Service Start Date.
  2. Deselect all clients whose service start date is 13 months or more.
  3. Confirm all clients with variance of -11% or lower remain unselected.
  4. Send Letter 1 — First-Time System Install to the remaining selected clients.
  5. After the email is sent, send the SMS heads-up below.

Hi [First Name]! We just sent a personal email with an update about your Annual Home Service Review. We truly appreciate you choosing and trusting BA House Cleaning in your home—it means so much to us. When you have a moment, please take a look. We’re always here if you have any questions. 💙

Step 4: Ongoing Annual Increase Clients — 13 Months or More

These are Scorecard 4 clients with a service start date of 13 months or more. They have likely received a price increase before.

  1. Select the remaining eligible clients with a service start date of 13 months or more.
  2. Confirm their variance-based adjustment is correct:
    • 0% or higher = 5%
    • -1% through -10% = 3