A simple follow-up workflow for cleaning inquiries
Collect the essentials, assign the next action, and keep callback status clear.
RELAY FIELD NOTES
Fewer forgotten inquiries.
Clearer next steps.
Short, practical notes for cleaning, repair, and landscaping businesses. Learn what to collect, how to screen a request, and when a simple tracker is enough.
Follow the notes
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Start here
Screen service-area inquiries with ZIP codes
Use coverage rules to route a request without promising availability.
Inquiry tracker or CRM?
Choose a workflow based on the work your team actually needs to do.