Step 1: Received communication from a client to cancel recurring services

• Text & Emails need to be called right away.
• Goal: Find the solution to why the client is canceling and try to resolve

Step 2: (Spoke with the client)

• Fill out Jotform https://form.jotform.com/82894485984177
• Cancel the clients’ jobs
• Send an automatic confirmation email through MaidCentral

Step 3: (Didn’t speak to client) Attempted to communicate

• A trigger IS a pre-cancellation form
• Cancel the upcoming job, not the full schedule
• Pending client to return feedback until the next day to complete canceling recurring service and confirmation emails.

Step 4: Next Day

• Fill out https://form.jotform.com/212654934623155
• Cancel Recurring Services ( Auto send a confirmation email)

Scrip: