Client Cancel Report

Client Cancel Report

Complete report as soon as a request comes in. Do not cancel the service in service autopilot or maid central. An Email will be sent to support to finish the process with the scheduler.
If you receive a cancel request via email, text or voicemail. Please call client to go over and confirm the cancellation:

1) Ask what happened. What we can do to make it better? Offer some solutions, changing teams, etct. Hello Ms. Smith, I got your cancel request. Was that for this next service or did you want to completely cancel?

Sorry to hear that, can I ask why you are cancelling?

Was there anything we did or could have done better?

Ok will I will get this taken care of for you. Be on the look at for an email from the owner. She likes to followup with a quick survey about the service.
Client Start Date

MonthDayYear
Date
Number Cleans Done*
Num of Feedback*
Date of Last Clean

MonthDayYear
Date
Tech-Last Clean*
Score on last Clean

NoneOther
Tech on 2nd-Last Clean
Score on 2nd to Last Clean

NoneOther
Tech 3rd -Last Clean
Score on 3rd to Last Clean

NoneOther
Did the have quality check

yesno
Research the client. Put notes on on what you see. For example. Client had 7 cleans but only gave feedback last Nov. or Client gave 5 stars for all cleans, but last two were 4 star.
Notes about client research*
Notes on why they cancelled*
Full Name*
Email*
example@example.com
Cancel request was*

PhoneEmailTextVoicemail
Did you call the client?*

YesNo
Did you speak to the client?*

YesNo
Client Type*
Client*

PestCleaning
Service*

Cleaning WeeklyCleaning Bi-WeeklyCleaning MonthlyCleaning Other RecurringPest RecurringPest mosquitoOne Time Service
Reason*

Price IncreaseCostMovedQualityUnknownLost JobOffice IssuePausing ServiceDropping CustomerDidnt Use ServiceDidnt Mean to book recurringOther
Reason Text
Who is filling out this form?*
Date*

MonthDayYear
Date
Should be Empty: