A domestic cleaning enquiry-to-booking workflow

Separate a preferred date from a promise

Domestic customers may request a Tuesday morning before you know the property or the work involved. Treat that date as a preference. Check your own capacity and the customer's expectations before agreeing a time. SmartBookings records requests and agreed bookings; it does not calculate a cleaning duration, assign staff or guarantee that a requested slot is free.

Use service choices that customers recognise

Regular domestic cleaning, one-off cleaning and deep cleaning are useful choices when you actually offer them. Avoid listing every possible task as a separate service. Ask about priorities and scope in your follow-up conversation, then record the relevant details and price. The customer should understand what is included, what is excluded and what you have agreed before the booking is marked confirmed.

Example: starting a fortnightly arrangement

A customer requests a regular clean for a flat. You review the enquiry, establish the expected tasks and agree the first visit. Enter the quotation and, once accepted, record that agreed visit. Future recurring work still needs your own scheduling process: the software does not automatically generate an endless series of cleaner appointments. Use the record and follow-up date to keep your next conversation visible.

Your practical checklist

1. Confirm the scope before entering a price.
2. Check your own availability before promising a date.
3. Record customer agreement before confirming.
4. Use your existing diary for staff and recurring visit planning.

Questions about this workflow