Automation

Cleaning reminders and leads automation

MST

Today Reminders

0

No cleanings scheduled for tomorrow

Reminders in 1 day

0

No cleanings scheduled in 2 days

Test

If empty and a client is selected, sends to that client’s number.

Leads in the last 7 days (based on when the quote was submitted). Once a quote is submitted, the timer starts and the first message is sent immediately. No contact = we haven’t contacted them yet. Message 1–8 = we’ve sent that many outbound messages and they haven’t replied.

Leads before this date won’t appear here and won’t get automessaged (e.g. set 26 Feb to exclude older leads).

No contact

0

No leads

Message 1

0
Immediately (0 min)

No leads

Message 2

0
5–10 min later

No leads

Follow-Up #1

0
24 hours later

No leads

Follow-Up #2

0
48 hours later

No leads

Follow-Up #3

0
Day 4 or 5

No leads

Follow-Up #4

0
Day 7

No leads

Follow-Up #5

0
Day 10–12

No leads

Final Close

0
Day 14

No leads

Test

Select a client. Name, address, sq ft, pricing, and the next 4 available dates all come from their profile (same as Leads page). Pick a phase and send.

Required. Message uses this client’s name, address, sq ft, and availability.
Uses client’s number when selected. Change here to send to a different number.

Jobs by date. Employee circles: grey = not checked in, red = did not check in (start time past), orange = checked in and cleaning, green = checked in and out. Status: Cleaning… / Not begun yet / Send payment link / Paid via [method].

Yesterday

0

No jobs

Today

0

No jobs

Upcoming

0

No jobs

Test

Used when client has no upcoming cleanings (first cleaning or move-out) and no recurring amount set.