Show:
Tag Trouble
Cross-System Chaos
Real Client Fires
Avoid It Next Time
Access Code Chaos
100

  • What happens if we forget to add the deep clean tag in MaidCentral?

  • The wrong cleaning will be performed by tech.

100

  • What happens if a client cancels in MaidCentral but not in GHL?

  • Automations keep onboarding emails, upsetting the client.

100

  • What happens if a client confirms via Missive or Dialpad but stays as Not 

  • No technician is assigned.

100

  • 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.

100

  • 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.

200

  • 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

200

  • What happens if entry instructions in Dialpad call summary isn’t logged into MaidCentral?

  • Key information for field teams is lost.

200

  • What happens if a visit stays assigned even though the client sent a skip request?

  • The tech shows up unnecessarily, affecting motivation.

200

  • How does Dialpad AI help improve call management?

  • By auto-summarizing and speeding up logging.

200

  • What happens if billing rates or recurring prices are incorrect in MaidCentral?

  • Wrong charges and client disputes - lost of trust.

300

  • What’s the consequence of not updating a client cancellation in GHL?

  • The client continues receiving automated onboarding emails.

300

  • What happens when info is updated in one platform but not others?

  • Confusion, wasted time, and broken workflows.

300

  • 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

300

  • Why should admins check notes/history before replying in Missive?

  • To avoid partial or inconsistent answers.

300

  • What benefits do clean systems bring for admins?

  • Less work, fewer tabs open, and smoother teamwork.

400

  • What happens if the Deep Clean tag is missing in MaidCentral?

  • The tech does a maintenance clean instead, upsetting the client.

400

  • Why is merging duplicate leads in GHL important?

  • To avoid confusing communication and protect clean history.

400

  • What’s the consequence of using all-caps names in GHL (“JOHN DOE”)?

  • An unprofessional client experience.

400

  • What’s the main takeaway for admins about accuracy?

  • Accuracy = trust, with clients, techs, and teammates.

400

  • What’s the best practice for closing Missive at the end of a shift?

  • Clear your inbox completely

500

  • What best practice helps ensure accuracy with tags and notes?

  • Double-check tags and write clear, factual, detailed notes in bullet points.

500

  • What habit is recommended to end a shift in Missive without chaos?

  • Finish with an empty inbox

500

  • 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

500

  • What final reflection should participants implement for future improvement?

  • Adopt a concrete habit that reduces errors from inaccurate info.

500

  • What percentage of lockouts were preventable by admin action?

  • Over 50% (16 out of 31).