Published and updated · TaskPilot AI
Qualify the enquiry before promising a contract
An office cleaning request can involve access restrictions, out-of-hours work and site-specific standards. Establish the premises, broad frequency and decision-maker first. A general enquiry form can begin that conversation, but a detailed site assessment and your own commercial agreement may still be necessary. SmartBookings Lite is a focused enquiry workspace, not a facilities-management or contract-compliance system.
Use records to support your assessment
Create a service choice for the type of commercial work you genuinely offer. Review each request, mark missing information and record your next follow-up date. After your assessment, you can enter a proposed amount and retain the agreed booking details. Do not put alarm codes, employee health information or sensitive site-security details into ordinary enquiry notes.
Know when a different tool is needed
A small business taking occasional office-cleaning enquiries may benefit from a simple record of scope and next steps. A larger operation needing multi-site contracts, staff rotas, inspection reports, payroll or service-level reporting should not assume these exist in Lite. Compare your required workflow with the demo before paying. The automated setup does not add bespoke integrations or configure a workforce-management system.
Your practical checklist
- Identify the contact who can agree the work.
- Assess the site through your normal business process.
- Record the next follow-up and proposed price.
- Check product exclusions before subscribing.
Questions about this workflow
Is this a facilities-management platform?
No. It records enquiries, manual quotations and agreed bookings.
Are bespoke commercial integrations included?
No. They are not included in the standard plan or setup fee.
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.
- Create your account and confirm your email.
- Pay securely through Stripe; payment is verified before paid features unlock.
- Save your services and privacy notice; the dashboard validates readiness.
- 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