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Office Knowledge Base

How To Create Invoices

1. Start on MaidCentral Main Screen https://greentreecleaningservices.maidcentral.com/Dashboard/Index/347 2. First you want to check the jobs of the day have been started. 3. Review the calendar. If you see there are jobs that have not been started yet you must wait to start. 4. Once all jobs have at least been Read more…
By Heather Cook, ago

Resend Customer “Customer Portal Invite”

1. Navigate to https://greentreecleaningservices.maidcentral.com/ 2. Click “Search Customers” 3. Type in customers name you are looking for. 4. Click customers name 5. Click “User Account” 6. Click “Send Customer Invite Email” 7. Confirm all the details are filled in. 8. Click “Send”
By usjemu, ago

Monthly KPIs Report

Tip: Tip! Wait until the 17-19th of the month to do the previous months KPIs. Always confirm with Jennifer first. 1. Open Monthly KPI Report 2. Click the “Month/Year (ex. April 2023)” field. 3. Type in the Month and Year you are doing the report for. 4. Click “Direct Payroll Read more…
By usjemu, ago

How to Do Weekly KPIs

1. Be sure to have the following 2 items open: Weekly KPI Report Maid Central 2. Click the “Week #/Year (Week 23 2023)” field. 3. Navigate to https://greentreecleaningservices.maidcentral.com/Dashboard 4. Click Reports then Click “Revenue and Production Planning” 5. Click this date/time field and update it for the week needed. 6. Read more…
By usjemu, ago

How to Add Tip and Charge Credit Card

1. Navigate to https://greentreecleaningservices.maidcentral.com/Account/Login?ReturnUrl=%2F 2. Click The arrow of the customer on the ticket where it says a tip needs to be added. 3. Click “View Invoice” 4. click the “add tip” field 5. enter the tip amount and click “add tip” 6. Click “CHARGE CREDIT CARD” 7. Check to Read more…
By usjemu, ago

Resending Agreement Email to Customer

1. Navigate to https://greentreecleaningservices.maidcentral.com/Dashboard/Index/347 2. Click “Search Customers” 3. type in customers name you are looking for 4. Click customers name 5. Scroll down a little then Click “Agreements” 6. If agreement was signed the date would be here. Since the agreement has not been signed it is left blank Read more…
By usjemu, ago
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