If you're having payment issues with your clients on GreenPal, it's crucial to understand how to effectively resolve these problems to maintain a smooth operation and ensure you get paid for your services.
Addressing Uncharged Services
If you forgot to charge a client because you didn't complete the necessary steps like taking a photo, you can still resolve this. Here's how:
Set Up a One-Time Appointment: Look up the client’s name in your customer list on GreenPal. Set them up for a single appointment.
Upload a Photo: If you can, go back to the client’s property and take a photo of the completed work. If that's not feasible, you might ask the client to send you a picture of the yard.
Bill Them: Once you have the photo, upload it and bill the client against that single appointment.
This process ensures you can charge for your services even after the initial visit.
Handling Declined Cards
If a client's card is declined, GreenPal’s system attempts to charge it daily until successful. However, you should also take proactive steps:
Communicate: Reach out to the client through multiple channels—text, email, and phone call. Politely ask them to update their card information on GreenPal.
Follow-Up: If the client remains unresponsive, keep trying to contact them at different times of the day. Persistence is key, but always remain professional.
Tips for Future Transactions
Routine Checks: Always ensure that you complete all necessary steps during your visit, like taking photos, to avoid payment issues later.
Communication: Keeping open lines of communication with your clients can prevent many issues before they arise. Inform them about payment processes and what to expect.
Need Further Assistance?
If you continue to face issues or need further clarification on handling specific situations, don't hesitate to reach out for more help. Ensuring you're comfortable with the process not only improves your efficiency but also enhances customer satisfaction.