MaidCentral has availability calendar features that help you control what your internal quote (salesperson doing a quote) and external quote (online booking and sales) see as available to book.
Availability Location
Availability is managed individually for each Scope Group that you have created inside of MaidCentral
Scope Groups are accessed under the Company Tab > Quoting and Scopes > Scopes of Work - Seen below are 2 scope groups (Residential Cleaning, and Commercial Cleaning)
Once Inside your Scope group, Going into the "Revenue and Goals" tab will get you to your Availability for that Scope group
>
>
Once inside, there are 3 Ways to setup your Availability!
Revenue
When setting your Availability to work off of revenue you have 1 Option - Hard set revenue goals for each individual day
As seen below inputting hard capped revenue goals will set a Specific Revenue Goal for a day and once that Revenue has been met, the availability will become grey or Not available once that goal is met
Hourly
Hourly, works much like a Revenue, in the sense that it is a Hard Set number and you will remain available if that number is not met
You will still be available on each day when hard setting hours, even if you don't have enough technicians for the day - setting the hours puts an "Override" on each day that will leave you available until the pre-set "technician hours" are met
Intuitive - Based on Scheduled Employees
By setting the Availability to " Hourly" and leaving the hours blank (as seen below), The system will give you a more "Intuitive" approach to availability
When Blank, The system will pull availability based on (Scheduled Technician Time) x (Average Efficiency Factor of ALL scopes attached to Scope Group)
After getting the Efficient Hours for Each technician, the system will add up all scheduled employees Efficient hours and you will have availability based on Scheduled Employees
EX: on 1/17 - Joseph is scheduled for 9 hours - The average Efficiency factor of all my Scopes of work for "Residential Cleaning - Scope Group" is .7 - the system automatically does 9 x .7 = 6.3 or 6 hours and 19 min of "Effective Cleaning Time Per day"
Not Scheduled Jobs
You have the option to exclude jobs in the Not Scheduled Team from counting towards availability by enabling the Availability: Don't Count Not Scheduled Jobs feature. This feature is located in the Company tab > General > Features.
Video