If a customer's account doesn't have a completed Room Master you can add to it to match the rooms in the house in order to give your cleaning professionals in the field as much detailed information about the home.
Rooms are added in 2 Phases, first at the home level, then at the service set. Allowing you to customize each clean to the customer's specific needs and making sure you are charging the correct amount for each service!
Home Level:
First, a room is added to a home, This is can be done by following the below steps!
1. Navigate to the customer
2. Click on the Home you wish to add the room to
3. Select the "Room Master" Tab
4. Clicking any of the below 3 dropdown menus and selecting the room to add will add the room to the house
Please Note* -
Until this room is added to the service set we want it has not affected the price or anything with future jobs
The price and Minutes of a Room are edited by clicking the room under the Home Level > Room Master Tab and the edit modal will popup to apply Rotations, fees and minutes to the room
Service Set Level:
Once a room has been added to a home, it becomes a "requested room" to all service sets on that home
To add a "requested Room" to a service set follow the below steps
1. Select the "Service Sets" Tab
2. Select the service set you would like to add the room to (Highlighted blue is the selected service set
3. Select the "Rooms" Tab
4. Click the Green + sign under the "Requested Room" for any room you would like to add
We also demonstrate in this video the reason behind adding prices and allowed minutes to each room allowing you to easily modify a rate for a job and add the additional cost and allowed time to that job. On-request rooms for example.