Customer Report -- First Time In Jobs

MaidCentral's First Time In Jobs report allows you to easily monitor and track which jobs are going for their first time in any selected date range!

 

This report will contain any and all jobs that are tagged as First Time In > first time in jobs that are not tagged will not display on the First Time in Jobs Report

Things to note -

  • Upon booking a new Quote or Creating a new Service set the system will automatically tag jobs as first time in
  • If jobs are manually scheduled through an existing service set, the tag will need to be manually added

 

Columns include:

  • First Name
  • Last Name
  • Home Name
  • Address
  • Service Set
  • Job Date
  • Frequency
  • Allowed Hours
  • Bill Rate.

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.