Automated client scheduling and appointment booking

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Receive booking request

   Client submits cleaning service request with location, service type, preferred date/time, and special requirements through online form. System captures all booking details and client information.

   ServiceTitanCleanGuru
2. 2

   Action

   Validate service requirements

   System checks service type compatibility with location size and validates requested cleaning specifications. Calculates estimated duration and required crew size based on service parameters.

   ServiceTitanSwept
3. 3

   Decision

   Check crew availability

   System checks staff schedules and route optimization to determine if requested time slot is available. Evaluates crew capacity, travel time, and existing appointments.

   ServiceTitanSwept
4. 4

   Action

   Generate scheduling options

   If preferred time unavailable, system suggests 3 alternative time slots within client's preferred date range. Optimizes suggestions based on route efficiency and crew availability.

   ServiceTitanSwept
5. 5

   Action

   Create appointment record

   System books confirmed appointment, assigns crew, updates staff schedules, and creates work order with service specifications. Integrates appointment into daily route optimization.

   ServiceTitanCleanGuru
6. 6

   Action

   Send booking confirmation

   Automated confirmation email/SMS sent to client with appointment details, crew information, and service checklist. Calendar invite and reminder notifications are scheduled.

   ServiceTitanHousecall Pro
7. 7

   Output

   Update client dashboard

   Client portal displays confirmed appointment with tracking capabilities and service details. Internal dashboard updates with new booking metrics and schedule optimization results.

   ServiceTitanCleanGuru

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