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Cleaning and home services

Turn more quote requests into booked jobs, and keep recurring customers recurring

Cleaning companies, aircon servicing teams and other home service providers work out in the field. Enquiries pile up while crews are on site. Wedo Automations keeps the follow-up going in the background.

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01 — Common problems

Where the time and enquiries tend to slip away

  1. Quote requests go cold

    A customer asks for a price, the quote is sent, and then nobody follows up. Many simply forget or pick whoever replied last.

  2. Back-and-forth to find a time

    Agreeing on a slot by message can take several rounds, especially when the customer is at work.

  3. Missed access and address details

    Crews arrive and find the lift access, parking or unit details were never confirmed.

  4. Recurring customers are managed from memory

    Fortnightly or monthly customers and aircon servicing cycles depend on someone remembering who is due.

  5. Office staff pulled away from operations

    Dispatchers spend the day typing the same confirmation and reminder messages.

02 — Automation examples

What can be configured

Examples of workflows that can be set up for this type of business. Exact wording, timing and channels are agreed with you.

  • Quote request intake form

    A form collects property type, size, location and preferred timing so quotes can be prepared without chasing for basics.

  • Quote follow-up sequence

    If a quote has not been accepted, a short sequence of follow-ups goes out over the days you choose, and stops when they reply.

  • Job confirmation and day-before reminder

    The customer gets the date, time window and what to prepare, such as clearing access or securing pets.

  • Next service reminder

    After a job, a reminder is scheduled for when the next clean or service is due.

  • Review request after completion

    Once a job is marked complete, a Google review request is sent to the customer.

03 — Example customer journey

How one enquiry might flow through

This is an illustrative example, not a record of a real customer or a promised result. Your own journey is designed around your business.

Features most relevant here

  • CRM pipeline
  • Email sequences
  • Appointment reminders
  • Review requests
  • Reactivation messages
  • Website chat

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Messaging customers requires their consent. We help you capture it and respect opt-outs.

  1. Step 1: Quote request

    A homeowner fills in the form with their flat type and a preferred weekend.

  2. Step 2: Acknowledgement

    They receive confirmation that the request has been received and when to expect a quote.

  3. Step 3: Team notified

    The right person on your team is alerted and the lead is placed in the pipeline.

  4. Step 4: Quote sent and tracked

    After the quote is sent, the lead moves to a quoted stage and a follow-up is scheduled.

  5. Step 5: Job booked

    When the customer accepts, a confirmation and a reminder the day before the visit are sent.

  6. Step 6: Completion and review

    After the job, a thank-you and a review request go out.

  7. Step 7: Repeat service reminder

    A reminder to rebook is sent when the next service window approaches.

04 — FAQ

Questions we hear in this industry

Yes. Reminders can be configured around the job date and time you record, by the channels supported in your setup and where the customer has agreed to receive messages.

More questions? See our general FAQs.

05 — More

Other industries

Talk through your own workflow

Book a free call and we will go through how you handle enquiries and follow-up today and what could be automated.

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