Referral Reward SOP (Updated)
Tracking in MaidCentral, Tasking in ClickUp, Notification via Slack & Client Message by Sales/CS
Tools Involved:
MaidCentral → track referral source
ClickUp → task tracking with due date on day of cleaning
Slack → notify Accounting
QuickBooks → issue $50 credit memo
Sales/CS → notify the referrer of their reward
Step 1: Office Creates Referral Source in MaidCentral
1. In MC Click on Company and Click “Customer Sources”
2. Click “Create Customer Source”
3. Click this text field.
4. Type “FirstName LastName” of the person who referred them
5. Click “× – Select -“
6. Type “referr”
7. Click “Referral Tracking”
8. Click “Create”
9. Click “Actions”
10. Click “Hide from Online Quoting”
👤 Step 2: Assign Source to Referred Client
1. Go to the referred Customers profile in MaidCentral
2. Click here.
3. Click on Customer Source
4. Select on Referees name you previously added
5. Click “Save Customer”