Commercial cleaning / Appointments

Cleaning Enquiry & Site-Visit Handoff

Site enquiries become an owned assessment task. We confirm the supported tools and scope before setup.

Setup

$250

Complexity

Medium

Format

Scoped

Workflow demonstration · Sample data

Proposed configuration. Tool compatibility and the final setup scope are confirmed with you before work begins. This animation is not a recording of a live client integration.

Read the video transcript

A new cleaning enquiry should arrive with enough detail for the next step. This setup captures the site, service needs, and contact information, then checks your agreed service area. Suitable requests go to a named owner with an assessment task. Missing details stay visible for review. The customer receives an approved acknowledgement, while your team confirms the visit. One clear handoff, ready for a person to take forward.

Capture

Collect site details from one enquiry form.

Check

Apply agreed service-area and required-field rules.

Assign

Create a record and assessment task for its owner.

Acknowledge

Send an approved receipt; a person confirms the visit.

Included in this setup

One form and one record destination
Up to three service-area routes
One acknowledgement and owner notification
One site-assessment task template

What we need from you

Defined service area and property types
An existing request system or agreed sheet
Named owners and approved messages

Scoped separately

Automatic pricing or confirmed appointments
Crew dispatch and route optimization
Building access-code storage

Practical boundary

The published price covers the scope shown here. Additional systems, branches, paid tools, or data cleanup are confirmed before work begins. Tool subscriptions and usage fees are separate. Ongoing support is agreed explicitly.