TASKPILOT AI · PRACTICAL GUIDES

Cleaning enquiries: a spreadsheet or a dedicated workspace?

Compare a spreadsheet workflow with SmartBookings for cleaning enquiries, form capture, account access, billing and export.

Published and updated · TaskPilot AI

When a spreadsheet may be enough

If you receive very few enquiries and already have a reliable routine, a simple spreadsheet can hold names, services, dates and next actions. You choose the columns and maintain the records yourself. Sharing permissions, backups and accidental edits still need attention. This is a workflow comparison, not a claim that every spreadsheet product has the same security or capabilities.

What a dedicated workspace changes

SmartBookings supplies a hosted enquiry form connected to your business records. It provides defined enquiry states, manually entered quotations, agreed booking records and transactional notifications. Customers of your cleaning business do not need access to your spreadsheet. Your business signs in to the workspace, manages its subscription through Stripe and can export retained enquiry, service, quote and booking records.

Compare cost against the work you actually need

The plan costs £199 for automated activation and guided onboarding, then £79 each month, with £278 initially and no VAT currently charged. It includes one business, up to 30 service choices and 200 processed enquiries per verified paid month. Do not buy it expecting full staff scheduling, payroll, automatic quote calculation or a custom migration from your old spreadsheet. Try the fictional demo and check whether this narrower workflow solves your problem.

Your practical checklist

  1. List the information you currently copy between tools.
  2. Check the demo against a typical enquiry.
  3. Compare the fixed price with your own needs, not promised savings.
  4. Keep an export and a clear cancellation process.

Questions about this workflow

Will my spreadsheet import automatically?

No. A bespoke data migration is not included.

Can I get my records out?

Yes. Billing & export provides a tenant-scoped JSON export of retained business records, including when paid access ends.

Start with a focused, self-service plan

For small UK cleaning businesses: one account, up to 30 service choices, a hosted or optionally embedded enquiry form, 200 processed enquiries per verified paid month, manual quotation and booking records, transactional notifications and data export.

  1. Create your account and confirm your email.
  2. Pay securely through Stripe; payment is verified before paid features unlock.
  3. Save your services and privacy notice; the dashboard validates readiness.
  4. Share your form, review enquiries and agree prices and bookings yourself.

£199 one-time automated activation and guided onboarding + £79/month. £278 initially, then £79/month until cancelled. No VAT is charged. The paid period starts at payment. No founder consultancy, bespoke integration, automatic pricing, AI phone agent or staff scheduling is included.

Create your SmartBookings account

Try the fictional demo · Full pricing and scope · Subscription and cancellation terms