Follows a new client from the first request to a written quote, the first clean and the payment after it.
Text messages in this workflow
1.Request receivedSent when a new client sends a request through a form, so they know it arrived and that someone will reach out. Useful for companies that take requests online and call back.
Bright Home Cleaning: We got your request. We'll reach out shortly. Reply STOP to opt out.
Missed callSent when a new client's call goes unanswered, so they know someone will call back before they try another company. Useful for owners who miss calls while they clean.
Bright Home Cleaning: We missed your call and will call you back soon. Reply STOP to opt out.
2.Walkthrough bookedSent when a walkthrough is booked so the company can see the home before the quote, with the date and time in writing. Useful for companies that see the home before quoting.
Bright Home Cleaning: Your walkthrough is set for Fri, Oct 2, 4-4:30 PM. Reply STOP to opt out.
3.Your quoteSent when the quote is ready, with a link to review and approve it, so the client knows what the first clean covers before the bill.
Bright Home Cleaning: Your quote is ready. Review at yourapp.com/quote/4821 Reply STOP to opt out.
Still openSent when a quote has gone unanswered, with the link to approve it again. Useful for companies that follow up on open quotes.
Bright Home Cleaning: Your quote is good until Oct 12. Review at yourapp.com/quote/4821 Reply STOP to opt out.
4.First clean bookedSent when the first clean is booked, so the new client has the date and arrival window in writing.
Bright Home Cleaning: Your first clean is set for Tue, Oct 6, 9-11 AM. Reply STOP to opt out.
MovedSent when the first clean moves to another day, so the client has the new date and does not tidy up and wait for the old one.
Bright Home Cleaning: Your clean is now Wed, Oct 7, 9-11 AM. Reply STOP to opt out.
Clean cancelledSent when a clean is cancelled, so both sides have a record of which clean was cancelled, with a way to rebook.
Bright Home Cleaning: Your clean for Tue, Oct 6, 9-11 AM is cancelled. Reply STOP to opt out.
Late-cancel feeSent when a clean is cancelled too late and the late-cancel fee applies, with a link to the details. Useful for companies that charge for a late cancel.
Bright Home Cleaning: A $50 cancellation fee applies to your appointment. See it at yourapp.com/bill Reply STOP to opt out.
5.Hold the first cleanSent after the first clean is booked, with the deposit that holds it and a link to pay. Useful for companies that take a deposit before the first clean.
Bright Home Cleaning: Thanks for choosing us! A $50 deposit holds your appointment. Pay at yourapp.com/pay Reply STOP to opt out.
6.Before we comeSent before the first clean, so a new client knows to pick up clutter, secure pets and leave a way in.
Bright Home Cleaning: We'll be there Tue, Oct 6, 9-11 AM. Before then, please pick up clutter, secure pets and leave a key. Reply STOP to opt out.
7.Clean tomorrowSent the day before a clean, with the time, so the client can confirm it or pick a new one if it no longer works.
Bright Home Cleaning: Your clean is tomorrow, Tue, Oct 6, 9-11 AM. Reply STOP to opt out.
8.Key to pick upGoes to the cleaner, not the client: says to pick up the client's key at the office before the clean. Useful for companies that keep clients' keys at the office.Cleaner
Bright Home Cleaning: Pick up the key for 118 Magnolia Ave at the office by Tue, Oct 6, 8:30 AM. Reply STOP to opt out.
9.Where and whenGoes to the cleaner, not the client: says where the clean is, the day and window, and the cleaner's role on it. Useful for companies that send cleaners their schedule by text.Cleaner
Bright Home Cleaning: Your lead cleaner shift is set for Tue, Oct 6, 9-11 AM at 118 Magnolia Ave. Reply STOP to opt out.
10.On the waySent when the cleaner sets out, so a new client waiting to let them in the first time knows they are close.
Bright Home Cleaning: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the cleaner will miss the arrival window, so a client waiting at home has the new time.
Bright Home Cleaning: We're running late, expected about 11:30 AM. Reply STOP to opt out.
Could not get inSent when the cleaner could not get in, so the client hears the same day that the clean did not happen, with a way to rebook.
Bright Home Cleaning: Your visit didn't happen today (no key was left). Reply STOP to opt out.
Lockout feeSent when the cleaner could not get in and the lockout fee applies, with a link to the details. Useful for companies that charge for a lockout.
Bright Home Cleaning: A $50 cancellation fee applies to your appointment. See it at yourapp.com/bill Reply STOP to opt out.
11.Clean doneSent when the clean is finished, with a link to what was done, so a client who was out knows it is done. Useful for companies whose new clients are out during the first clean.
Bright Home Cleaning: We're all done, and your home is clean. See the report at yourapp.com/report/4821 Reply STOP to opt out.
12.The billSent when the bill is ready after the clean, with the amount and a link to pay. Useful for companies that bill after the clean instead of charging a card taken at booking.
Bright Home Cleaning: Your bill INV-4821 for $165 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
13.PaidSent when a payment comes in, so the client has a receipt for it. Useful for companies that text a receipt for each payment.
Bright Home Cleaning: Your payment of $165 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when a new client's card fails after the first clean, with a link to pay another way. Useful for companies that charge the card after the clean.
Bright Home Cleaning: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
14.How did we doSent the day after a clean, to catch anything that was missed and to ask for a review. Useful for companies that check in after each clean.
Bright Home Cleaning: Rate your visit at yourapp.com/feedback Reply STOP to opt out.
15.Re-clean bookedSent when a re-clean is booked for something the client says was missed, so they have the date and window in writing.
Bright Home Cleaning: Your re-clean is set for Fri, Oct 9, 1-2 PM. Reply STOP to opt out.
16.Book your next cleanSent about a week after a one-time clean, with a way to book the next one. Useful for companies that turn one-time cleans into regular clients.
Bright Home Cleaning: It's been a week since your last clean. Reply STOP to opt out.
17.Still unpaidSent when a bill is still unpaid a week after it went out, with a link to pay. Useful for companies that bill after the clean.
Bright Home Cleaning: Your bill for $165 is past due. Pay at yourapp.com/pay Reply STOP to opt out.
Confirms a client's regular schedule, reminds them the day before each clean, says when the cleaner is on the way and when the clean is done, and tells them when their card is declined.
Text messages in this workflow
1.Regular schedule setSent when a client starts a regular schedule, so they have the day, the window and how often in writing.
Bright Home Cleaning: Your cleaning is every other Tue, starting Tue, Oct 6, 9-11 AM. Reply STOP to opt out.
Schedule changedSent when a client's regular day or frequency changes, so they have the new schedule before the old day comes.
Bright Home Cleaning: Your cleaning is now every other Thu, starting Thu, Oct 8, 9-11 AM. Reply STOP to opt out.
2.Clean tomorrowSent the day before each clean, with the time, so the client can confirm it or pick a new one if it no longer works.
Bright Home Cleaning: Your clean is tomorrow, Tue, Oct 6, 9-11 AM. Reply STOP to opt out.
MovedSent when a regular clean moves, often because the cleaner is out sick, so the client has the new date before the old one comes.
Bright Home Cleaning: Your clean is now Wed, Oct 7, 9-11 AM. Reply STOP to opt out.
Clean cancelledSent when a clean is cancelled, so both sides have a record of which clean was cancelled, with a way to rebook.
Bright Home Cleaning: Your clean for Tue, Oct 6, 9-11 AM is cancelled. Reply STOP to opt out.
Called offGoes to the cleaner, not the client: says a clean on their schedule is cancelled, with the day and the address. Useful for companies that send cleaners their schedule by text.Cleaner
Bright Home Cleaning: Your shift on Tue, Oct 6, 9-11 AM at 118 Magnolia Ave is cancelled. Reply STOP to opt out.
Late-cancel feeSent when a clean is cancelled too late and the late-cancel fee applies, with a link to the details. Useful for companies that charge for a late cancel.
Bright Home Cleaning: A $50 cancellation fee applies to your appointment. See it at yourapp.com/bill Reply STOP to opt out.
Fill-in cleanerSent when the regular cleaner is out and someone else will do the clean, naming who is coming. Useful for companies with more than one cleaner.
Bright Home Cleaning: Ana is filling in for your clean on Tue, Oct 6, 9-11 AM. Reply STOP to opt out.
3.Where and whenGoes to the cleaner, not the client: says where the clean is, the day and window, and the cleaner's role on it. Useful for companies that send cleaners their schedule by text.Cleaner
Bright Home Cleaning: Your lead cleaner shift is set for Tue, Oct 6, 9-11 AM at 118 Magnolia Ave. Reply STOP to opt out.
4.On the waySent when the cleaner sets out, so a regular client who forgot to leave a way in has one last chance before the cleaner arrives.
Bright Home Cleaning: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the cleaner will miss the arrival window, so a client waiting at home has the new time.
Bright Home Cleaning: We're running late, expected about 11:30 AM. Reply STOP to opt out.
Could not get inSent when the cleaner could not get in, so the client hears the same day that the clean did not happen, with a way to rebook.
Bright Home Cleaning: Your visit didn't happen today (no key was left). Reply STOP to opt out.
Lockout feeSent when the cleaner could not get in and the lockout fee applies, with a link to the details. Useful for companies that charge for a lockout.
Bright Home Cleaning: A $50 cancellation fee applies to your appointment. See it at yourapp.com/bill Reply STOP to opt out.
5.Clean doneSent when the clean is finished, with a link to what was done, because a regular client is usually out while the cleaner works.
Bright Home Cleaning: We're all done, and your home is clean. See the report at yourapp.com/report/4821 Reply STOP to opt out.
6.The billSent when the bill for a clean is ready, with the amount and a link to pay. Useful for companies that bill regular clients instead of charging a card on file.
Bright Home Cleaning: Your bill INV-4821 for $165 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
7.PaidSent when a payment comes in, so the client has a receipt for it. Useful for companies that text a receipt for each payment.
Bright Home Cleaning: Your payment of $165 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when the card on file is declined, with a link to pay another way, so the client knows the clean is not paid before the next one comes.
Bright Home Cleaning: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
8.Schedule endedSent when a client's regular cleanings end, so they know no more cleans are booked. Useful for companies that confirm a stop in writing.
Bright Home Cleaning: Your cleaning schedule has ended. Nothing more is planned. Reply STOP to opt out.
9.How did we doSent the day after a clean, to catch anything that was missed and to ask for a review. Useful for companies that check in with regular clients after a clean.
Bright Home Cleaning: Rate your visit at yourapp.com/feedback Reply STOP to opt out.
10.Re-clean bookedSent when a re-clean is booked for something the client says was missed, so they have the date and window in writing.
Bright Home Cleaning: Your re-clean is set for Fri, Oct 9, 1-2 PM. Reply STOP to opt out.
11.Still unpaidSent when a bill is still unpaid a week after it went out, with a link to pay. Useful for companies that bill after the clean.
Bright Home Cleaning: Your bill for $165 is past due. Pay at yourapp.com/pay Reply STOP to opt out.