Implementation playbook
The workflow details buyers need before a demo.
Resolve the practical workflow details before routing callers: what the agent says first, which fields it captures, when it stops, where the record goes, and which plan shape usually fits.
Sample call flow
- Identify new booking, recurring clean, reschedule, deep clean, move-out, complaint, or billing intent.
- Ask home size, service type, frequency, preferred date, pets, access notes, and special requests
- Apply service-area and minimum-job rules
- Book or route the quote request
- Confirm the next step, repeat any commitment made to the caller, and write a reviewable summary for the team.
Qualification fields
- Caller, address, home size, service type, pets, access notes, preferred time, recurring interest, and special instructions
- Current customer status, cancellation or complaint reason, and urgency
- Outcome label, next action, transcript link where allowed, owner, due window, and failed-write status
Human handoff rules
- Transfer complaints, lockout/access issues, payment disputes, VIP clients, and custom quote needs
- Create booking or callback tasks for routine cleans
- Transfer or create a callback when the caller asks for a person or the agent is uncertain.
Do not automate
- Do not quote final price outside approved ranges
- Do not promise cleaner availability or handle dispute resolution without staff
- Do not collect sensitive home-access details into broad channels
- Do not continue automation when approved knowledge, consent, destination access, or fallback ownership is missing.
Stack handoff
- Booking calendar, Jobber or Housecall Pro, CRM notes, Slack or Teams operations alert, sheet for quote requests
- Structured call summary with intent, urgency, caller details, next action, and review status
Plan fit
- Starter for callback capture
- Growth for booking and recurring-service intake
- Scale for multi-team routing and high-volume scheduling