0:35Appointments
Cleaning Enquiry & Site-Visit Handoff
Site enquiries become an owned assessment task.
ComplexityMedium
$250Setup
View workflow Commercial cleaning / Automation
Keep the office and the next visit connected.
Organize site-assessment requests, approved quote follow-up, and visit issues. Your team keeps control of prices, appointments, and service decisions.
Recommended starting points
0:35
0:35Lead response
Cleaning Quote Follow-up & Onboarding Handoff
Connect an approved quote to follow-up and onboarding.
ComplexityMedium
$350Setup
View workflow 
0:35Operations
Cleaning Visit Completion & Issue Follow-up
Route visit issues to the supervisor responsible for resolving them.
ComplexityHigh
$450Setup
View workflow These demonstrations show proposed configurations using sample data. We check your tool plan, available events, and rules before confirming a setup. Native features come first where they meet the need.
A useful first conversation starts here.
- How do you collect site-assessment requests?
- How is a quote response recorded?
- Who follows up when a crew reports an issue?
Keep your team in control
A setup includes agreed rules, testing, and handover. People own exceptions and decisions. Additional integrations, tool subscriptions, usage fees, and ongoing support are scoped separately.
Discuss your workflow →