How to Plan Optimized Routes for Window Cleaning
Follow along in this How-to guide to set up your organization in Previsto, specifically tailored for window cleaning. While Previsto supports planning various types of work, this article will specifically concentrate on the requirements for effective window cleaning.
Each section below provides in-depth insights into different aspects of the system. Choose your preferred learning method: watch the video embedded in each section, read a concise summary, or click the link for more detailed information.
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Creating and Organizing Contacts
The first thing to get acquainted with is Contacts. They are the customers or suppliers in your organization.
Utilize Contacts in Previsto to gain an overview of the companies and/or individuals you work with on a daily basis. The list view provides a sorted overview with detailed information, while the map view offers a visual representation of their locations. Efficiently organize contacts by creating groups, and easily manage them through drag-and-drop functionality.Create Window Cleaning Service Agreements to Build Your Routes
The next step is to create agreements for your recurring work; for instance, window cleaning could be scheduled based on specific intervals, such as every 4 weeks. The next step is to create agreements for your recurring work; for instance, window cleaning could be scheduled based on specific intervals, such as every 4 weeks. By creating service agreements you are building up routes for automatic optimization.
Create service agreements for your recurring work and have Previsto create optimal plans for you. Add customer descriptions, detailed instructions for your employees, and more. Specify even highly specialized intervals for customers with unique requirements.Continuously adapting your route planning
There is always an ongoing need to adapt the plan to your customers' or your own needs. You can do this easily in Previsto.
Adding Employees and Specifying Work Hours
Add employees and define their work hours, vacation and more to have the system adjust the plan accordingly.Configuring Customer Notifications for Upcoming Window Cleaning
With customer notifications in Previsto, you can easily and automatically inform customers on your routes about the tasks you perform for them.
Efficiently notify customers via email with our integrated notification system. Effortlessly keep them informed and engaged with timely updates, automated and personalized messages, and essential service information. Boost customer satisfaction and engagement effortlessly with our email notification system.