Cleaning — Residential Booking
Inbound residential cleaning booking. Captures home size, cleaning type, and pet/allergy info before scheduling.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask what type of cleaning — deep cleans take 2-3x longer and cost more. Move-out has specific standards.
important“Are you looking for a standard cleaning, a deep clean, or a move-in / move-out clean?”
Field: Cleaning type (standard / deep / move-in-out)
Ask about pets — affects supplies used and time estimate. Also need to know if pets will be loose.
important“Are there any pets in the home? Will they be loose or contained while we're there?”
Field: Pets in home
Ask about chemical sensitivities — we can use green/fragrance-free products.
important“Does anyone in the household have allergies or sensitivities to cleaning products?”
Field: Chemical allergies or sensitivities
Ask about frequency — recurring customers get a better rate.
important“Are you looking for a one-time cleaning, or would you like to set up a recurring schedule — weekly, biweekly, or monthly?”
Field: Frequency (one-time / weekly / biweekly / monthly)
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Guarantee a specific price before seeing the home condition.
Promise stain removal or guarantee results on specific surfaces.
Agree to tasks outside the standard scope without manager approval (e.g., laundry, dishes, organizing).
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- Send estimate or book
- Confirm access instructions
Then creates a appointment encounter with:
- Caller name
- Callback number
- Service address
- Home type (house / apartment / condo)
- Number of bedrooms
- Number of bathrooms
- Approximate square footage
- Cleaning type (standard / deep / move-in-out)
- Frequency (one-time / weekly / biweekly / monthly)
- Pets in home
- Chemical allergies or sensitivities
- Access instructions (lockbox / key / someone home)
- Preferred first cleaning date
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