Managing cleaning orders can be complex, especially when several services are required for one customer in one object. In this article, we show you how to map several services in one order efficiently with Mendato.
Step 1: Select Customer and Object
Start by selecting the customer to whom the billing address applies, as well as the object in which the services will be performed. Specify that execution starts this month.
Step 2: Add Services
Add the desired services to your order. For example, you can select the weekly maintenance cleaning and the window cleaning that takes place every two months.
Step 3: Define Billing Items
Now it is time to define the billing items for the order. Select the maintenance cleaning and choose a recurring billing model that is created monthly. Set a quantity of 1 and a flat amount to automate the monthly billing.
For the window cleaning, select billing per operation, also starting on the first day of the month, and store a flat amount here as well.
Step 4: Shift Planning
Plan the shifts for performing the services. For example, the maintenance cleaning could take place three times a week. Add the responsible employee and confirm that they can perform the services and belong in the shift.
For the window cleaning, plan the operations so that they take place every two months on a fixed day. Here, too, assign the same employee.
Step 5: Order Overview
After creating all services and shifts, you have a complete order that includes both the maintenance cleaning and the window cleaning. The maintenance cleaning is billed three times a week, while the window cleaning automatically generates an invoice item every two months.
Step 6: Future Billing
To make sure everything works properly, you can look ahead and check which invoice items have already been prepared. Once the date arrives, they are generated automatically.
Conclusion
With Mendato, you can manage complex cleaning orders easily and efficiently. By automating billing and planning in a structured way, you save time and minimize effort. If you have any questions or need further information, our support team is available at any time. Visit our help center for more support!