Tag Trouble
What happens if we forget to add the deep clean tag in MaidCentral?
The wrong cleaning will be performed by tech.
What happens if a client cancels in MaidCentral but not in GHL?
Automations keep onboarding emails, upsetting the client.
What happens if a client confirms via Missive or Dialpad but stays as Not
No technician is assigned.
What simple habit reduces the risk of admin errors?
Focus on one task at a time and if interrupted by another inquiry resume task completion asap.
What risk occurs if client profile tags like Hourly service or Two Tech are missing?
The tech will be confused and overwhelmed or client likely frustrated.
What problem occurs when using wrong tags or stages in Click Design (GHL)?
Incorrect automations are triggered, such as recurring client gets lead nurture emails
What happens if entry instructions in Dialpad call summary isn’t logged into MaidCentral?
Key information for field teams is lost.
What happens if a visit stays assigned even though the client sent a skip request?
The tech shows up unnecessarily, affecting motivation.
How does Dialpad AI help improve call management?
By auto-summarizing and speeding up logging.
What happens if billing rates or recurring prices are incorrect in MaidCentral?
Wrong charges and client disputes - lost of trust.
What’s the consequence of not updating a client cancellation in GHL?
The client continues receiving automated onboarding emails.
What happens when info is updated in one platform but not others?
Confusion, wasted time, and broken workflows.
What can happen if the apartment number or gate code is missing in MaidCentral?
Technician will be frustrated and can lead to a Lockout; especially if Main Office opens after 9 AM
Why should admins check notes/history before replying in Missive?
To avoid partial or inconsistent answers.
What benefits do clean systems bring for admins?
Less work, fewer tabs open, and smoother teamwork.
What happens if the Deep Clean tag is missing in MaidCentral?
The tech does a maintenance clean instead, upsetting the client.
Why is merging duplicate leads in GHL important?
To avoid confusing communication and protect clean history.
What’s the consequence of using all-caps names in GHL (“JOHN DOE”)?
An unprofessional client experience.
What’s the main takeaway for admins about accuracy?
Accuracy = trust, with clients, techs, and teammates.
What’s the best practice for closing Missive at the end of a shift?
Clear your inbox completely
What best practice helps ensure accuracy with tags and notes?
Double-check tags and write clear, factual, detailed notes in bullet points.
What habit is recommended to end a shift in Missive without chaos?
Finish with an empty inbox
What happens if a tech reports no gate code and the client doesn’t answer phone?
The service cannot be performed, causing low tech morale and lost of client trust
What final reflection should participants implement for future improvement?
Adopt a concrete habit that reduces errors from inaccurate info.
What percentage of lockouts were preventable by admin action?
Over 50% (16 out of 31).