Set up repeat commercial accounts
Property managers, realtors, and contractors: the customers who bring steady repeat work, handled right.
Mark the customer type
Set the customer as a property manager, realtor, or contractor. The type shows up as a breakdown in your reporting, so you can see how much of the business each kind of account brings in. The repeat-work tools, scheduled jobs and combined monthly billing, work for any customer.
Add their properties
Each building or listing gets its own entry under the one account, with its own gate codes and access notes. Whoever you send there next month sees exactly what the last crew knew.
Set up the repeat work
Weekly cleanouts, a haul after every tenant turnover, whatever the arrangement is. Set it once and the jobs create themselves on schedule instead of depending on someone remembering to text you.
Send one combined bill a month
At month end, roll every job across all their properties into a single statement: one bill instead of a stack of separate invoices. The person who pays the bills at their office will love you for it, and that is how you keep the account.
