How to manually charge customers

Charging customers is easy! You can automatically set up Maidily to charge customers through our automation feature or you can do it manually directly from the Job related to the Customer!

From the Customer page view select the Job which you want to charge for

In the Job details page click into the Job status drop down menu and select the correct Job statuses – as the job progresses through completion.

Once ready to charge select ‘Completed’ from the Job status menu

Once the Job is charged the Job status will be set to ‘Paid’

If the Job is set to a recurring subscription it will automatically recreate the next Job for the correct date and time.

How to add recurring cleanings to Jobs

In order to create recurring cleanings you have to ‘Activate’ the recurring subscriptions through the Pricing module.

Once the desired recurring subscriptions are set to “Active’ and all necessary information is filled out (discounts and prices) you can select from the ‘Active’ subscriptions when you create a ‘New Job’ or when you ‘Edit a Job’

Click Edit/Add Job
Select from Subscriptions dropdown
Scroll down Click ‘Save’/’Update booking’

*Once the Job status is set to ‘Paid’ by first setting the Job status to ‘Completed’ then charging the customer (the status will then automatically be set to ‘Paid’) by pressing the ‘Charge’ button in the top right the job will be automatically recreated and placed on the calendar if its a recurring subscription.*

How to create and send an invoice

1. Create a customer

2. Create a job

3. Add your job duration (only applies if you have selected Hourly pricing in Settings -> General) – this is not a requirement for creating invoices

4. Add your rate (hourly in USD) – this is not a requirement for creating invoices

5. Add your custom line items that will show up on the invoice, including pricing for each item (USD)

6. You can see the line items being added in the Payment details section to the right

7. Click on View/Send Invoice in the top right when ready to preview and send

8. Clicking on Send Invoice will send the invoice to the customers email. Clicking on Print Invoice will prepare it for printing.

9. If your Maidily account is integrated with Stripe, your customers will have the ability to pay the invoice directly through a secure online link that will appear for them.

10. Once the Invoice is sent the Job status will automatically be set to Invoice Sent

11. If the invoice can be paid online by the customer, the job status will automatically switch to Paid (if it’s a recurring job it will be automatically recreated on the schedule).

Job & Customer Reminder Automation Set Up

Use our powerful automation tool to propel your cleaning business to the next level. Check out our video below!

1. Set up Job Charging Automation through Settings (Settings –> General) and have Jobs automatically charge and send email/text receipts to customers! Check out our Templates to see what these notifications look like!

Turn “On” Payment and Receipt Automation

Once the Status for a job is automatically set to “Paid” from the automation the job will recreate itself on the calendar, if it’s a recurring cleaning.

2. Set up Customer Reminder Automation through Settings (Settings __> General) and have Customer Reminders automatically send via email/text.

Turn “On” Text and Email Reminder Automation

Customers will receive an email/text reminder On/Before (set the number of days On/Before the scheduled date for the job). Check out our Templates to see what these notifications look like!

Job Automation & Customer Reminder Automation Walkthrough

Templates Set Up & Customer Email/Text Notifications

Our powerful email notification system is design to be easy to use but powerful enough to grab the attention of your customers so you never have a “forgotten” appointment.

Here’s a walkthrough of how to set up and check your Templates (Settings –> Templates)

Please note that booking confirmation and cancelation receipt emails automatically send to customers upon job creation/cancelation!

Templates Set Up Walkthrough

Assigning Jobs from Jobs

Jobs

You are also able to assign maids to jobs through the Jobs function.

1. Click on the Jobs icon

2. From the Jobs View select or find the job you are looking for

3. In the Job Details section click into Assign main in charge

4. Select the Maid from what is displayed

5. Click Confirm when done

Job Details holds detailed information about each Job under the Customer’s name. In the Details section of the Job Details screen you can find all of the service info such as: extras, time of arrival, maid assignment. Updating the assigned maid through the Job Details screen will also update it on the Scheduling function.

Assigning Jobs in Scheduling

Assigning Jobs in Scheduling

You are able to assign maids to jobs through the Scheduling function.

1. Click on the Scheduling Icon

2. Select your view from the top right: Monthly or Weekly

3. Find the day, or days, you wish to assign jobs for

4. Click on the “Assign Maid” text on the job you are assigning to

5. From the available Maids pop up box select the maid(s) you want

6. Click on the “Confirm” button when done

*Notice the colored stripe to the left of the job text:

a. Orange = Assigned

b. Blue = Unassigned

Our Scheduling function is made from proprietary software (in-house) and is completely dynamic. Each job that is booked through our online checkout process or manually created will immediately be displayed on the Schedule for you. You can choose from a Weekly view or a Monthly view.

In each view you have the option of Assigning Maids and clicking into the Job for Job Details. Changes made to the Job Details, such as assigning a maid or changing totals/days/adding extras etc., will be reflected on the Schedule.