Appointment Types

Appointment Types

Paying Appointment Types

CCPC – Inbound Carpet Cleaning Appointment

CCPC Commercial – Commercial Carpet Cleaning Appointment

CCPD – Inbound Duct Cleaning Appointment

CCPD Commercial – Commercial Duct Cleaning Appointment

CCPD & CCPC Campaign are not used.

Non-Paying Appointment Types

Area Rug Stop – Pickup or Delivery of an area rug

Carpet Estimate – Commercial Carpet Cleaning Estimate

Carpet Service Call – Carpet Cleaning Service Call

3M – Guard Guarantee Stop – service call

Bio Re-Application – service call

Duct Estimate – Commercial Duct Cleaning Estimate

Duct Service Call – Duct Cleaning Service Call

Filter Stop – Delivery of a DustEater filter

Miscellaneous Stop – Technician to make a miscellaneous stop

Reminder – Reminder for technician to do something. Also includes courtesy calls.

Vehicle Maintenance – Service stop for a company vehicle for maintenance

Paying appointment types are counted in inventory and accuracy is paramount. Please take note of the following:

  • If a paying appointment is made on the wrong customer’s file it is to be cancelled with the reason “11 – Booked in Error” with the reason why.
  • If you book the wrong appointment type on the correct customer’s file, please notify your manager immediately and put a note in the Comments section of the appointment so the manager can change the appointment type to the correct one
  • If you book a duplicate appointment it is to be cancelled with the reason “11 – Booked in Error” and you are to notify your manager.
  • An invoiced appointment (has the icon ) cannot EVER be moved to another day and must always remain in the day it was completed and invoiced

Appointment Cancel Reasons

1 SOONER Found someone to clean sooner
2 LOWER PRICE Found someone to clean for less money
3 EMERGENCY Something urgent came up, cannot reschedule right now
4 NOT CLEANING NOW Decided not to have cleaning done
5 CAN’T AFFORD Cannot afford right now
6 RENOS Reno’s not done, will reschedule
7 NO CONTACT Could not contact customer
8 NO ACCESS Could not access home
9 ERROR Booked in error
10 NO REASON GIVEN Customer refused to provide reason
11 IN HOUSE CANCEL – PRICE In home cancel-customer disagreed with price
12 IN HOUSE CANCEL-CONFLICT In home cancel-customer conflict with employee
13 OTHER Other – Write the reason.

Last Update: January 26, 2021  

January 26, 2021 116  1. New ISR's Starts Here
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