1. Set up your account
Create your business account, confirm your email and start Stripe-hosted checkout. TaskPilot verifies payment before paid access starts.
2. Configure and share
Add your cleaning services and business privacy notice. Share the hosted form or embed it on your website.
3. Review enquiries
Check the dashboard regularly. Review the request and contact the customer through your usual channel if anything is missing.
4. Quote and agree
Prepare the amount manually. A saved quote queues a quotation email. Confirm acceptance and agree the date directly. An enquiry is never a confirmed booking.
5. Record and follow up
Record the agreed booking, update its status and set a follow-up date. Export your records when needed.