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13 templates
Function:
Tags:
Customer Service
Qualifies general cleaning enquiries by collecting service requirements, property information, location, preferred timing, contact details, and buying intent — asking one question at a time and skipping anything the customer already provided. Once the conversation is complete, the qualified lead is logged and sent to your team for follow-up.
116 installs
Operations
Receives a cleaning job from Google Calendar and checks cleaner availability, skills, service area, and existing assignments in Google Sheets. Selects a suitable cleaner, sends an Email notification, records the assignment, and alerts operations if nobody is available — automating job dispatch without manual scheduling.
141 installs
Sales
Starts from a booked Google Calendar event and automatically sends the customer a confirmation follow-up. Notifies your sales team about the booking and follow-up status, so every cleaning appointment on your calendar gets confirmed without manual outreach.
152 installs
Sales
Contacts the customer using the phone number provided at launch to confirm their upcoming cleaning appointment. Checks access details and handles confirmation, rescheduling, or cancellation requests, then sends a summary notification of the call to your sales team — reducing no-shows and keeping your schedule accurate without manual follow-up calls.
126 installs
Sales
Qualifies commercial cleaning opportunities across facility types and service scopes. Collects organization details, decision-maker and contact information, facility size and location, cleaning scope and frequency, occupancy, access and compliance requirements, current-provider issues, timing, and walkthrough preference before routing the lead to your team.
123 installs
Sales
Qualifies residential cleaning leads across standard, recurring, deep, move-in/out, and post-construction services. Collects home size, bedrooms and bathrooms, condition, pets, add-ons, frequency, access requirements, preferred timing, and contact details before routing the lead to your team.
110 installs
Sales
Receives prepared quote details and validates the customer information before sending the cleaning quote by email. If manual attention is required, the agent alerts the sales team so the lead isn't left unhandled.
111 installs
Customer Service
Handles general inquiries as the first point of contact for incoming calls. The AI Receptionist answers common questions, collects caller details, and logs the enquiry for your team to follow up.
113 installs
Customer Service
Contacts the customer after a completed cleaning to check on their satisfaction. Happy customers receive a public review link to share their feedback, while complaints or negative feedback are automatically routed to a manager for service recovery.
150 installs
Sales
Books estimate meetings between prospective customers and your service team directly over the phone. The AI Appointment Booking Agent answers inbound calls, collects the caller's contact details and meeting preferences, confirms the details with the customer, and creates the calendar event once they explicitly agree — sending a confirmation right away. It only books new estimate meetings; it does not calculate prices, reschedule, cancel, or provide detailed service advice.
129 installs
Human Resources
Automates the first stage of hiring. When a candidate applies, the agent screens them against the basic requirements you set and sends an acknowledgement either way. Passed candidates are appended to a Google Doc you choose, and the Candidate Qualification agent — installed alongside this one — takes them from there with a structured interview. Nobody is rejected without a reason being recorded.
143 installs
Human Resources
Continues the conversation after the Screening Application, conducting a more detailed assessment of the candidate. Covers experience, availability, service area, transport, work authorization, and cleaning skills to determine overall role suitability before the candidate moves forward.
158 installs
Operations
Automated inventory tracking for cleaning businesses. Reads your supplies sheet every morning and emails you the items that are low or need repair \u2014 so shortages are caught before they bite.
117 installs