The Work Desk is a comprehensive tool that allows you to enter your service tickets, access your clients list and service history, as well as access to some useful resources. Below is an explanation of each component on the Work Desk and its use.
Once logged in, the first screen you will see is your Dashboard. Included on this page are various tools and resources that can help you manage clients and operate efficiently:
Download a free online tool that can be used to map out your laundry routes.
View/ print a copy of your Laundry Care Provider Agreement.
NYLON BAG ORDER FORM
Order nylon Laundry Care bags quickly and easily. It's best to have 5+ available at all times.
LC FACEBOOK GROUP
Link to join and participate in our private Facebook group.
Link to order garment covers and hangers from our recommended supplier.
Form to change and update your contact information, service area or Persil partnership.
Order professionally printed marketing materials and Laundry Care apparel.
Let Home Office know when you'll be out of town or otherwise unavailable.
PERSIL REIMBURSEMENT FORM
Get reimbursed for your purchases of Persil products quickly and easily.
WORK DESK VIDEO TOUR
ACCOUNTS & CONTACTS
These two sections house all the Accounts and Contacts that are assigned to you. What’s the difference between an Account and a Contact? The distinction lies in who specifically handles the bill. Accounts are the actual name of the person or business receiving service. Contacts are the specific people responsible for approving/paying our invoice. For example, Sally’s Salon would be the Account but Shelly Styles the Manager would be the Contact. Sometimes these are one in the same like in the case of residential clients. John Smith, a single bachelor using one regular bag a week, would be the Account and the Contact.
You’re following the great tips and methods we’ve suggested in the Marketing Section of this site. This has resulted in many interested contacts and leads which need recorded and followed up with. The Leads section of the Work Desk is great for keeping track of those interested contacts you’ve made and to help you follow up with them in a timely manner. Easily move your Leads through the various Sales stages by changing the Lead Status from “Contact” to “Accepted”.
The Service Ticket section will be what you primarily use the Work Desk for. It’s where you report the services rendered on a given day, and how we calculate your payment for the week. Each time you perform a pick up you will report it by creating a Service Ticket.
Go to the Reporting page for a quick tutorial on how to complete a service ticket. If you are unable to access the Work Desk or need assistance, please contact firstname.lastname@example.org.