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Adding a Tag to a client
Tags are a way to identify and classify clients.
Check list of tags
| Tag Name | Customers | Teams | |
|---|---|---|---|
| A | Top Client | ||
| Assign to the same team (M) | Assign to same team (if possible) | ||
| Avoid | We don’t want this client | ||
| B | Great Client | ||
| Barter | Barter Client (Adjust total price as -) This clients don’t pay with money. Just sales and tip | ||
| BNI | Client that came from BNI | ||
| C | We don’t care much about keeping this client | ||
| CFR | Cleaning For a Reason. This is a cancer client that gets 2 cleanings during 2 months free. | ||
| Client solicited cleaning services to the cleaner. *****avoid**** | Very clear as the title says | ||
| code 10 | Extreme Dirt | ||
| Commercial | Commercial client | ||
| Dirty10 | Extreme Dirt | ||
| Disinfection | Electrostatic disinfection with fogger | ||
| E | Client needs to be fired | ||
| Electrostatic | Electrostatic disinfection with fogger | ||
| Flex | |||
| Flex House | |||
| Francisca | |||
| Free Fridge | |||
| Free Oven | |||
| Free oven and fridge | |||
| Ignore | |||
| Llaves Maria | |||
| moroso | |||
| Nivel 11 | |||
| Nivel 9-10 | |||
| No Irene | |||
| No Maria | |||
| No Marilyn | |||
| only afternoons | |||
| only Elena | |||
| only jackie | |||
| Property Manager | |||
| realtor | |||
| Stripe Dispute | |||
| Team of 2 |