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Client Manager Training
Week 3

Week 3

  • Whom Shall I Send?
  • Logging Client Data
  • Billing Details 
  • Recap- How to Fully Manage a Client
  • Handling Complications 
  • Team Members to Know
  • How We Work As Team

How to Schedule the right Housekeeping

Whom Shall I Send?

Knowing your Housekeepers strengths, weaknesses, and living locations is pivotal to scheduling. READ about your Housekeepers, ask questions about them with the Training and Hiring Team. Google Map their location to better understand their commute each day. Do your homework on each of the Housekeepers you will be scheduling.  

With a good understanding of who you will be sending to your clients, scheduling will be easier and will give you the peace of mind that you are sending your clients a Rock Star Housekeeper. 

The first and most important location to seek out data on Clean Day Housekeepers is inside the Employee Database.

The Employee Database is updated almost on a daily basis by management. The Employee Database is organized by position and region. All employee’s basic contact information, location, and availability are easily accessed and are constantly up to date. 

Every Clean Day team member has an Employee File. These are saved in the Google Drive folder titled “Employee Files”

You can also find some of this information in the Connecteam “Users” menu. 

When a new housekeeper joins the team a profile is created and frequently updated throughout their career with Clean Day. From personality information, a photo, resume, to details on their training and strengths and weakness, you can learn most of what is needed to get a solid understanding of who you are scheduling for your clients. If you have any further questions about our housekeepers, feel free to reach out to our HR team and they can give you more in-depth information.     

Please read these files carefully! 

Whom Shall I Send?

Pin Maps Program

To help assist you with mapping and to keep this information saved and in a database for future searches, we ask that ALL CLIENT DATA be added to the Pinmaps program.   

Logging Client Data

Client Manager Assignment Listing

What Nightmares are Made Of!!!

As the Co-Owner of Clean Day I worry about a lot on a daily basis, but there is one thing I worry about the most. One thing that I lay awake dreading, panicking about, praying it will never happen. EVER EVER EVER!…. 

“What if they leave us with NO Client Data?” 

As every company does, we experience turnover. Not only in our housekeeping staff but also amongst out management team. When a Client Manager decides to leave the company, or is unexpectedly pulled away, it is CRUTIAL that they have entered ALL their client data.

 Think of this Data File as your clients “last will and testament” that you tuck away for safe keeping… in hopes you never need to use it.

Your Clients are YOUR responsibility. In order for you to insure they are cared for, as you know they deserve, you need to have ALL of their data available in one easy access point. 


Step By Step Instructions

Step 1. Enter Client Manager Folder 

Step 2. Open Client Manager Assignment Listing

Step 3. Locate your tab at the bottom of the spreadsheet

Step 2. Enter all client data and keep it up to date at all times

Logging Client into Connecteam

Adding the Job (Client Info)

Billing Details

    The Billing Department is an important part of the Clean Day business. Although it stays more “behind the scenes” it is the piece of the operation that makes sure invoices are sent out, payments are received, and that you are paid on time. 

    Invoices are sent each evening to all clients that had a cleaning that day. These invoices are manually created by our Accounts Receivable Team. Each invoice is different and most are customized to the client’s specific cleaning. Whether it be a $45 to $55 per hour job, if supplies are provided by Clean Day or the Client, or if the occasional discount is needed, this information needs to be relayed to the Billing Department in a timely fashion. 

Share in Connecteam to Billing Team Chat

Billing Team Chat Feed

After your first cleaning is completed for your new client and you have CHECKED to make sure everything went well, then it is time to message the Billing Team Feed with the billing details. 

Make sure to let them know all of the below:

  • Clients Name
  • Clients Email
  • Clients Address
  • Clients Price Per Hour
  • Supply Fee
  • Frequency of cleanings
  • Discount if applicable 

Other important details to share:

  • If the first cleaning will be a deep clean at a different price
  • If problems happen on future cleaning, share details for discounts to the clients are billed appropriately 

Demo Message

“Hi Billing Team! For my new client Terry, who has his first cleaning today at 11 am, he is a set $48 per hour, we provide the cleaning supplies for $10 each cleaning and he should have a $30 off discount on his first cleaning for our Fall Savings Promo. 

His Email is – Phone is 555-555-5555 and his address is: 123 Perry St, Pittsburgh, Pa 12345


Actual message to billing team...

When will the Billing Team Message You?

  •  If the housekeepers timeclock doesn’t look correct and she wants to confirm the cleaning time
  • If a client isn’t paying their bill and she needs you to cancel their future cleaning until their outstanding balance is addressed
  • If a client informs the billing team that their invoice is incorrect the team will need to address it with the Client Manager to correct any issues

What Does the Client See?

  • Watch this video to refresh your memory on what the client sees when they receive their invoice. 

Let's Recap!

Steps to Fully Manage a Client

Here is a step-by-step checklist of how to best manage a new/existing client in your region. Please follow these steps with each client to ensure all communications are handled professionally and consistently. 

  • Schedule Meet and Greet.
    • Working with our receptionist, choose a time that works for you both you and the client
    • Check your Connecteam schedule for client details
    • Do your research before you arrive for the M&G
  • Conduct Meet and Greet 
    • Use M&G on-site checklist from the Google Drive
  • Review all information obtained from M&G and create your quote (See quote estimators ) 
  • Deliver Your Quote
    • Make sure all information is included in the quote
    • Answer any questions the client may have
    • Send Client the Clean Day Welcome Page and have them fill out the Welcome Form 
  • Finalize and Schedule job
    • Choose a cleaning date that works for both the chosen housekeeper and the client
    • Make sure there is nothing conflicting and that it fits in the housekeeper’s availability
    •  Look at least 4 to 6 weeks in the future for conflicting dates and to make sure the housekeeper is free on future dates
  • Enter all the information into Connecteam
    • Add the “Job” or “Client Info” 
    • Be sure to include:
      • Name
      • Address
      • Phone #
      • Email Address
      • Supplies 
      • Parking
      • Entry Info
      • Will Client be onsite
      • Description of home: Color and description of the house exterior, # of bedrooms, # of bathrooms, # of other rooms, size of the home, level of clutter
      • A VERY detailed description of the job! Everything from the meet and greet and then some. 
      • The CM of the job and the correct color
      • Pet information if it applies
      • Any special instructions

After the Cleaning

  • Follow up with the Client the day of the cleaning to see how everything went (Feedback is crucial, good, bad, or ugly).  Send the client a text or phone call and just follow up. This goes a long with new clients. They love to know that you care to know how things went.
  • Send the billing team the billing details when you are ready for their first invoice to be sent
  • Set us your clients repeat cleanings (use the repeat cleaning option inside the shift scheduler)
  • Make sure your client is set and ready and regularly followed up with.
  • Look over your entire client list weekly inside your Client Manager Assignment spreadsheet. Make sure it is up to date and all of your clients are actively scheduled. 

It is your responsibility as a Clean Day Manager to be prompt, professional, and organized at all times.

Some of your responsibilities as a CM are to handle:

  • Gripes and complaints! 
  • Scheduling Issues
  • Providing ALL information needed for a job to the employee and Client
  • Make sure all forms are submitted and acknowledged by the Client
  • If conducting a moving clean, sending the client the quote email and attached quote document
  • Handling communications with Clients when dealing with call-offs or if the housekeeper is running late
  • Dealing with rescheduling due to call-offs or finding a replacement housekeeper 
  • Adding all Client Details to Connecteam and the Client Assignment spreadsheet
  • Handling situations such as:
    • Something gets broken
    • Something gets stained
    • Something is misplaced
    • Etc.

How to Handle Client Complications with the CIS System

Employee Roles And How We Work As A Team

Updates since this chain of communication video was made...

We now only have one Director of Client Managers who is Jennifer Rimmel.

When you need to adjust the schedule and it effects the Training Schedule, please contact Kiki in the Connecteam chat feed.

We no longer use the Slack Program, we communicate strictly through the Connecteam program chat feeds. As of August 2022 we have 900 active clients and 50 Housekeepers.