Complete process

From quote to history

Every step below uses the same records: request, calendar, customer and messages.

1. 1

   You enter the property details

   Customer

   Cleaning type, bedrooms, bathrooms, size, frequency and extras.

   Record: quote and items

   Open
2. 2

   You get a price and duration estimate

   Customer

   Price and duration from the company's rules, validated on the server.

   Record: quote and items

   Open
3. 3

   You save your contact

   Customer

   Name, email and ZIP code. The same email becomes one customer.

   Record: customer and address

   Open
4. 4

   You pick a time for the visit or the cleaning

   Customer

   Right after the quote: assessment visit or cleaning, only with times that are really free.

   Record: appointment (no conflicts between teams)

   Open
5. 5

   The company receives the request in its panel

   Company

   The request shows up in Requests with contact, property, estimate and requested time.

   Record: request

   Open
6. 6

   The company confirms the time

   Company

   The team confirms, reschedules or cancels. Everything goes into the history.

   Record: status history

   Open
7. 7

   You follow the status through a secure link

   Customer

   The customer follows the status through a private link given after the quote.

   Record: tracking link

   Customer's private link
8. 8

   Service completed and kept in the history

   Company

   On completion the team records the amount received and the request stays in the customer's history.

   Record: completed request and amount received

   Open