MaidCentral Customer Portal

  • 3 minute(s) read

The Customer Portal is an extremely helpful tool that allows your Customers to have more transparency into their service, schedule, and payments with you.

MaidCentral Customer Portal 2.0

  • On June 27th, 2024, we've released a new Customer Portal or version 2 of the Customer Portal. With 2.0 came a complete UI update, allowing you and your customers to navigate better and understand the Customer Portal!

What can Customers do in their portal:

The new Customer Portal has 3 unique pages where customers can manage and control settings, notifications, and much more!

Dashboard:

Within the new customer Dashboard, your customers will be able to edit, manage, and see their

  • Job Information

    • Estimated Arrival Time, Frequency, and Service Type can be seen from the main dashboard

      • Estimated Arrival time is visible until the Job is started

      • Once checked in they will see an Estimated Completion time

      • Once all technicians are clocked out they will see the Actual Start and End Time.

      • NOTE: Estimated Arrival Time is only visible with the Feature enabled.

Customer Portal: Show Arrival Window

  • Add Service Upgrades to jobs (This action will open a ticket on the dashboard)

    • Note : Customers can only add add-ons up to 24 hours before their next scheduled job. They will see a message if they are within the 24 hours: The window in which you can upgrade your service has passed

  • Note: Customers can view all rate mods added and a complete breakdown of their next scheduled job right at the front of their dashboard in green.

  • Request a Reschedule

    • At the top right of the Customer Portal, your customer will be able to request a reschedule directly from their portal.

Billing:

  • Update and Change credit cards

      • Note : They cannot delete a credit card unless they add one first. There must be 1 card on file

  • View and pay an invoice

      • Note : This can only be done with a credit card on file

      • Add a tip to open invoices and pay their balance

      • Download a PDF Copy of the QuickBooks Invoice

      • NEW: Leave a Scorecard Response directly from an Invoice!

  • View and Accept Agreement Terms

    • In the past accepting agreement terms had to be done through email, with the new Customer Portal no more hassling with emails log in, view, and accept!

Profile:

  • Manage Profile

    • The customer can change or edit their name, and company and even set up their Default recurring tip!

  • Manage Contacts and Notifications

    • Customers can Add or remove Emails and Phone numbers as well as add or remove notifications such as 3-day, 1-day notifications, and more!

      • Note: The ability for customers to do this is tied to the below feature found in Company > General > Features tab

Customer Portal: Allow Customer to Update Notification Settings

  • Change Password

    • Within the profile section of the Customer Portal, they will also be able to change and manage their password

Call to Actions:

    • There are 5 new call to actions within MaidCentral, 3 on the Customer Portal based on if a customer has not done something that is "required" and 2 on the scorecard.

    • Customer Portal

      • 1) Accept and Agree to terms and conditions

        • This call to action will appear if the customer has a quote with agreement terms that have not been accepted

        •  

      • 2) Open Balance

        • This call to action will appear if the customer has a balance on any created invoice

      • 3) Rate last job - If the customer has a pending scorecard, the system will prompt them to rate their clean!

      • Rate Last Job is displayed if there is a Completed (All Timesheets have EndTime) and there is a Job within 45 days ago

    • Scorecard

      • If a customer is viewing a scorecard and not logged in they will get a CTA for viewing the portal

      • If a customer is viewing a scorecard and does not have a portal account they will get a CTA to make a portal account

To View the Customer Portal from the Office, click the "View As Customer" text in the orange box on the Customer Profile.

Conditional Items

  • Several items within the Customer portal will only show if they meet specific requirements the list below outlines those conditions and the trigger

    • Dashboard

      • Next Job

        • Team members only display if the job start time is less than 24 hours away

        • Will display address if customer home count is greater than 1

        • Upgrade Table

          • Job must be more than 24 hours away

        • Estimated Arrival

          • Visible until Job starts

        • Estimated Completion

          • Visible when at least 1 technician is clocked in

Uses "Time to complete calculation"

        • Completed

          • Visible When everybody is checked out of job

    • Agreement and Scorecard pages

      • If the customer has an account login CTA appears

      • If the customer does not have an account, Create Account CTA appears

    • Profile Page



Related articles