Managing several properties for a single client through GreenPal can seem tricky at first, especially if you want to keep them organized without re-entering the bidding system. Here’s how you can streamline this process effectively.
Adding Multiple Properties Under One Client:
Client Action Required:
Your client should log into their GreenPal account and navigate to their menu. There, they will find the option to "Add a Property." This feature allows them to list each property separately without throwing them back into the bidding pool.
Direct Communication:
Have a conversation with your client, preferably via phone, to explain how they can add the properties. Direct them through the steps if necessary, ensuring they understand the process to avoid any confusion.
Submit Your Bids:
Once your client adds the properties, you’ll receive notifications for each. As their preferred provider, you can then submit your bids directly for these new listings.
Current Limitations and Future Solutions:
Current System: As of now, each property added will require a separate bid through the standard GreenPal process. This means they will be visible to other providers unless the client chooses your bid directly.
Future Updates: GreenPal is planning to implement a feature that allows clients to add properties linked directly to a preferred vendor. This would prevent other vendors from bidding and streamline the process. However, this update is still in the works and not currently available.
Tips for Managing Multiple Properties:
Clear Pricing: If you're handling multiple properties for a single client, ensure your pricing reflects the total workload efficiently. Consider offering a bundled rate that might be more attractive to the client and beneficial to you.
Record Keeping: Maintain detailed records for each property separately. This helps in managing schedules, invoices, and any particular client preferences per location.
Client Education: Make sure your clients understand how to use the GreenPal platform to their and your advantage. The more they are informed, the smoother the process will be.
Need Further Assistance?
If you encounter any issues or need additional help, don’t hesitate to reach out to GreenPal’s support through their help section or by contacting them directly. Maintaining open lines of communication with your clients and GreenPal will ensure that all properties are managed correctly and efficiently.