Cleaning inquiries. Qualified before the walkthrough.

Agree on “qualified” before filling the calendar.

A qualified inquiry is not a guaranteed customer. It is a prospect that meets the intake criteria your operation has agreed to use. You still assess the facility, confirm the scope, price the work, and decide whether to take the account.

Start with the facilities you serve, the geography your crews can cover, exclusions, and capacity. Qualification should reflect those operating limits rather than booking every caller or replacing a site assessment with an automated quote.

Collect details your estimator can use.

The intake questions are agreed during setup. A commercial cleaning workflow can cover:

• Property and service area: facility type, location, and whether the site is within your coverage.
• Scope: the requested service, available size or usage details, and whether the need is recurring or a one-time job.
• Timing: the desired start, relevant deadlines, and the prospect’s availability for a walkthrough.
• People and access: the appropriate contact, attendees, access instructions, and details that require confirmation.
• Exceptions: unsupported work, unclear requirements, or requests that need your team’s judgment.

These are example intake categories, not a promise that every caller will supply every answer. Missing or uncertain details should remain visible in the handoff.

Offer times only through an approved calendar workflow.

Front Office adds scheduling for qualified walkthroughs. Your calendar setup, event type, booking windows, and routing rules are checked and tested before scheduling is activated. A caller’s preferred time is not a confirmed appointment until the booking succeeds.

If there is no suitable time, an integration problem, or an exception outside the rules, the next step is a team follow-up—not an invented confirmation. The handoff keeps qualification answers, the appointment when confirmed, and unresolved questions together.

Keep the sales decision with your team.

Book Well is an intake and booking workflow for inbound demand; it does not supply a purchased lead list or guarantee new cleaning contracts. Your team owns the walkthrough, quote, and close. Start with a narrow service focus and review the handoff quality before expanding coverage.

Compare Front Desk and Front Office to decide whether you need missed-call intake or the broader scheduling workflow.