Example workflow
A family moving into a new house who first books a move-in clean
The family asks for a quote on your website on a Thursday. Here is how they become a regular client.
1. Quote request
The form creates the lead with the home size and the type of clean they need.
2. Quote sent
The office builds the quote from the pricebook. A follow-up text goes out two days later.
3. Visit booked
The clean goes in the crew's calendar. The family gets a reminder the day before.
4. Feedback asked
After the clean, a text asks how it went. The family replies that it was great.
5. Weekly offer
A workflow offers a weekly plan. The family accepts and a recurring invoice starts.
6. Review collected
After the third visit, a review request goes out with your Google link.
You run the crews. Quotes, reminders, billing and reviews happen around them.




