Cleaning reminders

Automatically text clients before their scheduled cleaning.

Schedule & toggle

When reminders send and whether automation is on

MST

Toggle history

No on/off changes yet.

Reminder board

Clients grouped by when their reminder will send

Yesterday's Reminders

0

No cleanings scheduled for today

Today Reminders

0

No cleanings scheduled for tomorrow

Reminders in 1 day

0

No cleanings scheduled in 2 days

Send test reminder

Preview and send a one-off reminder SMS

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

Leads

Automatically send the first welcome text when a quote request comes in. This does not keep chatting after that first text.

First message

When on, a first text goes out within 10 seconds of a new quote/lead (last 7 days, no reply yet).

If AI Chatbot auto-reply is on, it handles the first message and every reply after. Use this section when auto-reply is off.

First name customers see on the first text and AI replies (not Alyssa).

First message rules

What this first text actually follows
Quotes before this date won’t get Message 1 (e.g. set a cutoff to exclude older leads).

Toggle history

No on/off changes yet.

Service completed

Checkout messages and payment links after a cleaning is done.

Automation toggle

When employees check out, send thank-you SMS and optional payment link

Toggle history

No on/off changes yet.

Job board

Yesterday, today, and upcoming jobs with check-in status

Employee circles: grey = not checked in, red = did not check in, orange = cleaning, green = checked out.

Yesterday

0

No jobs

Today

0

No jobs

Upcoming

0

No jobs

Send test message

Preview service completed SMS for each checkout path (payment link, cash, Venmo, etc.)

Fallback when client has no upcoming cleanings and sqft pricing cannot be calculated.

AI Chatbot

Automatically reply to incoming client texts. Configure rules, facts, and behavior below.

Auto-reply
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Toggle history

Exact date and time when auto-reply was turned on or off.

No on/off changes yet.

Built-in rules

What each AI follows — conversation rules, detector AIs, and app-only workflows. Custom rules below add to owner rules but cannot override safety rules.
Exact prompt text (what the code sends to each AI) Source

Word-for-word rule blocks from the codebase. Owner rules include your custom rules from AI rules below. Thread-specific lines (sales flow, dates) show the default empty-thread version — live replies may add more.

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Sandbox

Test conversations with custom or real client info.

Conversation preview Not sent via SMS

Set customer info, then send a message as them

Auto-reply settings

Control when the AI should not send an automatic text reply.
Hour (24h, MST). Example: 18 to 6 = 6:00 PM until 6:00 AM.

Business knowledge

Built-in pricing, availability, and checklist context — plus your custom facts.

Pricing & quoting Settings

Live rates from Settings → Pricing. Custom quote rules go in AI rules below.

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Booking availability Smart Booking

Slot rules from Settings → Pricing & Slots. Open dates are calculated live per client.

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Cleaning plans checklist Website

Same Budget / Premium checklist as your home page. Edit in js/cleaning-plans-checklist-data.js.

What's included
Budget
Premium

Your facts

Custom facts the AI should always know — services, policies, service area, etc.

0 facts

AI rules

How the AI should behave — tone, quoting steps, and reply style.

0 rules

Write trigger + behavior rules: “When a client asks for premium price, say $245 and do not mention bi-weekly, weekly, monthly, or one-time.” Examples: “Always get sqft before quoting”, “Never promise same-day booking.”

Disabled clients

Turn off AI auto-reply for specific clients. Messages still appear in CRM.

    Recent activity

    Live auto-replies from real client texts.

    No auto-replies yet.