Office Knowledge Base
Add cleaning instructions/job details for one single job and reply to customer message.
2. review the customers message and or request.
3. Click “Reply”
4. I like to copy the message so I am not missing out on any details when adding to the job notes.
5. Right-click “Just in case I’m not here when Jazlyn arrives, can you please ask her to be sure to mop the floor under the bed downstairs? I spilled a glass of…”
6. Click “the arrow” next to the customers name. This will take you to the customers profile
7. Double click the job date the note is needed for.
8. Paste the message into job instructions then click save.
9. Return to the customers message.
10. Click the “Type here…” field.
11. Respond to the message with appropriate response.
12. Click “Send”