How to Skip/Bump/Move a Job & Bump Tag System

Move-

The term Move in MaidCentral means the request came from the customer to move a job. "Customer needs to change the job date".

Skip-

A skip is used in Maid Central when a customer requests to not have us clean their home on the date that it is scheduled for. 

If the customer has plans to call back and re-schedule that job with you, we recommend setting a reminder after you've skipped the job, so you don't forget to follow up if they haven't called back yet.

To set a Reminder - From the Customer's Account Click Action Add Note Note Remind Me On set a date Add a Note Click Save.

Bump -

 The term Bump in Maid Central describes a job that the company needs to change the job date. "We need to move the job."

This could be due to any internal conflict that does not allow you to complete the job on the date it was assigned. Examples include too many jobs, not enough team members; technician callouts; other jobs for the day requiring more time making your technician(s) unable to make it to another job; car trouble/accident; bad weather. etc.

Example Bump Tag System: 

1. Create 14 new Home Tags (Company>Tags>Create)
   • One for each month
     • 
   • one for "bumpable" homes - usually something like a green check mark
   • one for homes that are never to be bumped, ever.
   • Optional "NEW" home tag
2. When someone is bumped we add the month they are bumped
   • The goal is to only bump customers once a year 
   • This can also be used for new customers to know not to bump them until a certain point. This is where the optional "NEW" how tag is used. Add the "NEW" home tag as well as the month they will be bumpable in when a home is created. 
     • Example: A new home is created in February, adding the "NEW" tag and "08" tag to make sure they are not bumped for their first 6 months of service.
3. To remove them, near the end of the month search the job tag report for the next month's tag
   • so in April search for the "05" tag and change them all to the green checkmark to show they are able to be bumped again.

This process makes it exceptionally easy to find homes that have not been bumped in the last year, quickly and easily from the job schedule and takes less than 30 minutes a month to maintain!