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EXAMPLE · CLEANING

New access details for a regular visit

A regular client messages: “Please use the side entrance for our cleans from now on.” Frontbell prepares an update to the customer’s access notes and recurring visit instructions, following the company’s own rules and agreements. The owner approves before the new instructions take effect.

Brightway Cleaning

A customer message

“Please use the side entrance for our cleans from now on.”

Kendall Park · customer conversation

Fictional business, people and data
FROM MESSAGE TO RECORD

You approve.
The details stay with the work.

  1. Customer message
  2. Proposed updates
  3. Owner approval
  4. Receipt
Proposed updatesNeeds approval
↗
Customer access · side entranceWaiting for owner review
↗
Recurring visit · updated instructionsWaiting for owner review
↗
Crew note · access detailsWaiting for owner review

Illustrative workflow · fictional data

YOUR TRADE, YOUR WAY

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