Workflow automation
for Cleaning services.
Make crew changes easier to coordinate.
Preferred teams, access instructions, and recurring visits belong in a process the office can follow when the plan changes.
Start with work you recognize.
Booking confirmation
Match the client, visit, and current access instructions.
Preferred crews
Record client preferences and who may approve a substitute.
Completion records
Route confirmed job records to the correct payment or invoice process.
Unavailable cleaner to confirmed coverage.
An example to work through with your team.
The office records that a cleaner cannot attend a scheduled visit.
Find the affected booking and client preferences.
Have the coordinator review available coverage.
Confirm the revised plan with the client and assigned team.
Has replacement coverage been confirmed?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleKeep the visit unresolved and ask the coordinator to agree on rescheduling with the client.
- Accountable owner
- Scheduling coordinator
- Useful outcome
- A confirmed team or rescheduled visit, with the client informed.
Get the rules clear.
- Which clients require the same team?
- Who approves a replacement?
- Where are current access instructions stored?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.
Explore the next step.
Is answering the phone the immediate need?
Katie is the managed AI receptionist service. Try a demo for your business and arrange a kickoff with Evan, Aperture’s founder.
Meet Katie and try the demo →