YOUR FRONT OFFICE
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Requests
Cleaning · ZIP 02108
Sample Homeowner
homeowner@example.com
REQUEST → OFFICE PLAN
Your next steps, organized.
Prepared automatically for office review. Nothing has been sent or booked.
Preview generated from this request; not separately saved. Suggested responsibilities — no staff assignment or completed tasks implied.
- Check service eligibilityOffice coordinator
Confirm the requested work is in your service catalog, the ZIP is in your service area, and a qualified team can take it. Read the full customer message for hazards; keyword screening is not a safety assessment.
- Review the intake detailsOffice coordinator
Check the questions below against the message. Ask only for details that are still missing. Do not ask the customer to inspect unsafe equipment.
- Prepare the reviewed scopeQualified service professional
Price against the agreed scope, add-ons and recurring frequency.
- Prepare the scheduling handoffScheduling coordinator
Match crew size, job duration and requested visit frequency. Verify the property time zone, access, duration and actual calendar availability before offering a visit.
- Release only after the required checksAuthorized office reviewer
Confirm scope, approved prices, applicable taxes and customer authorization. An internal plan does not approve sending, book a visit or authorize a charge.
Intake questions to verify
- Home size (sq ft), bedrooms and bathrooms
- Standard, deep or move-out cleaning
- Frequency, access and exclusions
These are a review checklist, not automatically detected missing answers.
Rule-based intake preparation, not AI diagnosis. Roles are suggested responsibilities, not assigned staff. No price, duration, service coverage, permit approval or availability is inferred. Review every request.
Type: estimate. Still missing: One time or recurring, and how often?; When was it last cleaned, and what condition is it in?; Are there pets in the home?; Do you want extras such as the oven, fridge, windows, inside cabinets or laundry?; How will the team get in (key, lockbox, code) and is there parking?; Can you send a photo or short video of the problem area or the label?; What is the service address or ZIP?; When would you like someone to come, and when are you reachable?.
Reads as: Move-in or move-out cleaning · Type of clean: Move-in/out.
Typical visit: about 3–6 hours. Recurring cleans can usually be quoted from home size and add-ons; post-construction, heavy-clutter and unusually soiled homes need photos or a walkthrough first. Planning default, not a promise; adjust it for your business.
Rule-based preparation, not a diagnosis. Analyzed 9/21/2026, 2:10:00 PM.
Editable preparation only. No AI service or email provider is connected in this preview.
Draft only. Verify scope, inspection requirements, taxes and your approved price book before issuing an estimate. Sample prices are not market recommendations.
- Subtotal
- $0.00
- Entered tax
- $0.00
- Draft total
- $0.00
Availability, visit duration, service territory and crew fit require a separate check. Changing a preference requires a new review.
- No changes recorded yet. Opening the request does not send anything.
Saved state shown. Review is internal; it does not send a message or book a visit.
ATLAS pilot workspace · Owner-only access in this release. Team roles, live automations and paid entitlements require production activation.