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