Built for Canadian cleaning companies
Workbelt is the AI front office for Canadian residential and commercial cleaning companies. Answer calls after hours, qualify leads, send estimates, book jobs, send reminders, and sync everything to your CRM and calendar — without adding office headcount.
Built for Canadian cleaning companies. English and French workflows.
Trusted by cleaning operators who need a front office — not another spreadsheet
(416) 555-0192 · Active · Move-out campaign
incoming call · 4m 12s · completed
Apr 28, 11:14 AM
Summary
Customer requested Saturday move-out for 2 bed/2 bath. Estimate range provided. Booking confirmed pending crew assignment.
outgoing SMS
Hi Sarah — your move-out clean is confirmed for Saturday at 10 AM. Reply if you need to reschedule.
CRM sync
Lead qualified · Estimate sent · Crew brief generated · Human review not required
The problem
When you are on a job, driving between sites, or off the clock, missed calls and slow follow-ups quietly cost you bookings — especially for move-outs, recurring residential, and commercial walkthroughs.
You cannot answer the phone while you are cleaning, quoting on site, or managing a crew. Callers rarely leave detailed voicemails — they dial the next company on Google.
Impact — Lost one-time and recurring jobs you never knew you had.
Evenings and weekends are when homeowners and property managers search for cleaners. If nobody answers, the lead is gone by morning.
Impact — High-intent move-out and urgent jobs booked elsewhere.
You promise to call back with a price, but the day gets away from you. By the time you respond, they have already booked someone faster.
Impact — Lower quote-to-booking conversion and price-shopping losses.
Bedrooms, bathrooms, pets, parking, supplies, add-ons — you ask the same questions on every call. It eats admin time and slows response.
Impact — Hours lost on repetitive qualification instead of closing.
Availability lives in your head, texts, and a calendar that is not always up to date. Last-minute jobs and reschedules make it worse.
Impact — Crew confusion, no-shows, and unhappy customers.
Quotes sit without a nudge. Recurring clients are not reminded to rebook. Review requests never go out consistently.
Impact — Revenue left in open estimates and dormant client lists.
Job details are buried in texts, voicemails, or quick notes. Cleaners show up without access codes, add-on scope, or parking context.
Impact — Callbacks, rework, and weak reviews that hurt referrals.
The category
Your CRM is where jobs live after they are won. Workbelt is the front office that captures demand, qualifies it, prices it, books it, and follows up — before work hits your team.
Most cleaning businesses already have a CRM, calendar, or field service tool. The gap is not storage — it is everything that happens before a job is created: answering the phone, asking the right questions, applying your pricing rules, and moving fast enough that the lead does not call your competitor.
Workbelt sits in front of your existing systems as an AI front office. It handles calls, website chat, SMS, and missed-call callbacks with cleaning-specific workflows — then syncs structured records, estimates, bookings, and crew notes into the tools you already use.
That means your office admin (or you) spends less time on repeat intake and more time on exceptions: complex commercial quotes, upset customers, and growth decisions — not on answering the same bedroom-and-bathroom questions at 9 PM.
Your CRM tracks the work. Workbelt helps you capture, qualify, estimate, book, and follow up before the work ever reaches your team.
| Without an AI Front Office | With an AI Front Office |
|---|---|
| Missed calls go to voicemail or competitors | Instant AI answer — 24/7, including after hours |
| Manual intake over phone tag and texts | Structured qualification on every channel |
| Quotes delayed until someone is free | Estimates in minutes using your pricing rules |
| Vague notes for cleaners | Clear job briefs with access, add-ons, and scope |
| Inconsistent follow-up on quotes and recurring clients | Automated reminders and nurture sequences |
| Disconnected tools and duplicate data entry | Synced records across CRM, calendar, and summaries |
| No visibility into missed demand | Call summaries, outcomes, and revenue insights |
The platform
Six steps. One connected workflow. Built for how cleaning companies actually sell and schedule.
01.
Workbelt picks up phone calls, website chat, SMS, and missed-call callbacks — so leads never hit a dead end.
"Thanks for calling Sparkle Clean Toronto — how can I help with your cleaning today?"
Call answered · Channel logged · Customer intent detected
02.
The AI asks cleaning-specific questions: service type, property details, frequency, access, pets, add-ons, and timing.
"Is this for residential, commercial, Airbnb, or a move-out? How many bedrooms and bathrooms, and do you have a preferred date?"
Structured intake · Service type · Property profile · Urgency flagged
03.
Your pricing rules drive the quote — flat-rate packages, hourly minimums, add-ons, recurring discounts, urgent premiums, and service-area checks.
"Based on a 3-bed, 2-bath deep clean with inside oven, your estimated range is $310–$360. Want me to hold a time slot?"
Estimate created · Confidence score · Walkthrough rule applied if needed
04.
The AI books the appointment or schedules a walkthrough when commercial rules require it — synced to your calendar.
"I have Thursday at 1 PM or Friday at 9 AM available in your postal code. Which works better?"
Booking confirmed · Calendar hold · Confirmation queued
05.
Crew-ready job notes include scope, access, parking, supplies, add-ons, and customer preferences — not a raw transcript dump.
"I've added lockbox code, pet-safe products, and rear-lane parking notes to the job brief for your team."
Cleaner brief generated · CRM record updated · Assigned team routed
06.
Confirmations, reminders, quote follow-ups, review requests, and recurring cleaning offers — on your schedule and with consent.
"Hi Sarah — reminder: your biweekly clean is tomorrow at 10 AM. Reply if you need to reschedule."
SMS sent · Reminder scheduled · Recurring offer queued
Command center
Calls, quotes, bookings, crew briefs, and follow-ups — instead of six tabs and a voicemail box.
Calls today
12
8 qualified · 4 booked
Open estimates
5
2 follow-ups sent
After-hours
3
All answered
Escalations
1
Awaiting review
Calls & inbox
Synced to your workflow
Quotes & estimates
Synced to your workflow
Bookings & calendar
Synced to your workflow
Performance
Synced to your workflow
Your AI team
Eight specialized agents that work together — like hiring a front office, without the overhead.
Every call answered — even when you are on a job.
Answers inbound calls, handles missed-call callbacks, captures caller details, and routes or escalates based on your rules.
Outcome: Fewer lost leads from voicemail and phone tag.
Call summary: Move-out inquiry, 2 bed/2 bath, Saturday requested, estimate sent, booking pending approval.
Same front office on chat and SMS.
Qualifies leads from your website widget, text threads, and form follow-ups with the same intake logic as phone.
Outcome: Faster response on digital leads without copying answers into a CRM by hand.
SMS thread: Customer confirmed biweekly start date; calendar invite queued.
The right questions for every job type.
Asks residential, commercial, move-out, and Airbnb-specific questions — bedrooms, access, pets, add-ons, deadlines.
Outcome: Complete job briefs on the first touch.
Intake record: Commercial office, 4,200 sq ft, after-hours access, walkthrough required.
Estimates that follow your rules.
Applies flat-rate packages, hourly minimums, add-ons, recurring discounts, urgent premiums, and service-area logic.
Outcome: Quotes in minutes instead of end-of-day callbacks.
Estimate: $240–$280 for 3-bed recurring deep clean + inside fridge add-on.
Schedules jobs and walkthroughs.
Books appointments when rules allow, schedules commercial walkthroughs when they do not, and respects team availability.
Outcome: Less scheduling back-and-forth and fewer double-bookings.
Booking: Friday 2 PM confirmed; Google Calendar event created.
Cleaners get context, not chaos.
Turns intake answers into crew-ready notes: scope, access codes, parking, supplies, pets, and add-ons.
Outcome: Fewer callbacks and missed details on site.
Crew brief: Rear entrance, buzzer 402, eco-friendly products only, oven included.
Nothing falls through the cracks.
Sends confirmations, appointment reminders, quote follow-ups, review requests, and recurring rebook prompts.
Outcome: Higher show rates and more repeat revenue from existing clients.
Follow-up: Open estimate nudged Day 2; review request scheduled post-job.
See what you were missing.
Surfaces call outcomes, recovered leads, quote velocity, and follow-up status in one view.
Outcome: Visibility into demand you used to lose after hours.
Weekly report: 34 calls handled, 12 estimates sent, 8 bookings, 3 escalations.
Who it is for
Residential, commercial, move-out, and short-term rental — each with its own workflow.
Turn one-time deep cleans into recurring weekly, biweekly, or monthly clients — with intake that asks what your estimators ask on every call.
Customer
“Hi, I need a deep clean for a 3-bedroom house in Mississauga. We have a dog and prefer eco-friendly products.”
AI output
Qualified: 3 bed / 2 bath deep clean, pet-friendly products, eco requested. Estimate $295–$340. Offered Thursday 10 AM or Friday 1 PM. Recurring biweekly option mentioned. CRM updated.
Live scenarios
See how Workbelt handles everyday calls — from new leads to reschedules, objections, and complaints.
Customer
“Looking for biweekly house cleaning in Ottawa — 4 bedrooms, 2.5 baths, no pets.”
AI
I can help with that. For biweekly service, I will confirm a few details and share an estimate based on your home size. Do you prefer supplies brought by our team, or will you provide them?
Follow-up
Any parking restrictions or preferred day of the week?
Human review: Not required
(416) 555-0192 · Active · Move-out campaign
incoming call · 4m 12s · completed
Apr 28, 11:14 AM
Summary
Customer requested Saturday move-out for 2 bed/2 bath. Estimate range provided. Booking confirmed pending crew assignment.
outgoing SMS
Hi Sarah — your move-out clean is confirmed for Saturday at 10 AM. Reply if you need to reschedule.
CRM sync
Lead qualified · Estimate sent · Crew brief generated · Human review not required
Integrations
Workbelt is built to sit in front of the systems you already run — not force you into a new stack.
Connect with tools like Jobber, Housecall Pro, Google Calendar, QuickBooks, Stripe, Zapier, HubSpot, webhooks, spreadsheets, and email/SMS providers. Integration options can include syncing call summaries, estimates, bookings, transcripts, and job notes into your existing systems — configured to match how your operation works.
Integrations are configured during onboarding based on your stack. We do not claim every connector is live out of the box — we map what you use and what should sync.
Synced records
Call summaries, estimates, bookings, and crew notes — in one record.
| Lead | Service | Stage | Last call |
|---|---|---|---|
| SM Sarah M. | Move-out · 2 bed | Booked | Connected · 4m 12s |
| JK James K. | Commercial office | Walkthrough | Connected · 6m 08s |
| LP Lisa P. | Biweekly residential | Interested | Connected · 2m 44s |
| AR Alex R. | Airbnb turnover | Confirmed | Connected · 3m 01s |
| DT David T. | Deep clean quote | Estimate sent | Connected · 5m 19s |
Control & QA
Workbelt handles repeatable front-office work and escalates what needs human judgment — with full visibility.
Define how Workbelt greets callers, explains services, and answers common questions — in your voice.
Flat rates, hourly minimums, add-ons, recurring discounts, and urgent premiums — all configurable.
Limit auto-booking and auto-quoting to postal codes or cities you actually serve.
Control which job types auto-book vs require approval or a walkthrough first.
Route angry customers, complaints, discount requests, and low-confidence quotes to your team.
Review what was said, what was promised, and what was synced — after every interaction.
Run real scenarios against your scripts and pricing before going live on customer traffic.
Flag interactions for QA, refine scripts, and expand channels when your team is ready.
Use the review dashboard to spot-check calls, transcripts, and outcomes. Continuous improvement is built into onboarding — start narrow, review weekly, then expand.
When escalation triggers, Workbelt can transfer the call, send a priority alert, or schedule a callback — with full context so your team does not start from zero.
Canada-ready
Local operations matter — language, time zones, service areas, and how you communicate with customers.
Designed to support privacy-conscious workflows. Built for consent-based customer communication. Configure data capture, retention, and escalation rules based on your operating needs.
We do not make legal compliance guarantees — your policies and counsel guide final configuration.
ROI
Use your own numbers. See a directional picture of missed demand and admin time — not a promise.
Most cleaning owners underestimate after-hours and mid-job missed calls. Plug in your weekly volume and see what faster response could be worth.
Recovered bookings apply your close rate to missed calls Workbelt could answer. Admin savings assume a portion of intake and follow-up is automated.
This is a directional estimate, not a guaranteed result.
Proof
No fake testimonials. Here is what your team and CRM receive after a typical call.
Inbound call — 4m 12s. Move-out clean, 2 bed/2 bath, Toronto M5V. Customer requested Saturday AM. Estimate range provided. Booking confirmed pending crew assignment. No escalation.
Move-out package (2 bed / 2 bath): $340 base. Add-ons: inside oven +$45, inside fridge +$40. Estimated total: $385–$425. Valid 7 days. Walkthrough: not required.
Saturday, 10:00 AM — 2 bed condo move-out. Customer: Sarah M. SMS confirmation sent. Calendar hold created. Reminder scheduled 24h prior.
Scope: Move-out standard + oven + fridge. Access: Lockbox code 4821, unit 1204. Parking: Visitor P2, 2h max. Supplies: Team brings eco products. Pets: None. Notes: Buzzer sometimes slow — allow extra time.
Lead source: Phone. Service: Move-out residential. Status: Booked. Assigned: Crew A. Next step: Job day reminder. Transcript: attached. Human review: not required.
Hi Sarah — thanks for booking with us. Your move-out clean is confirmed for Saturday at 10 AM. Reply if you need to reschedule. We will send a reminder the day before.
Transformation
Same team. Same CRM. A different experience for leads, customers, and cleaners.
Before
The owner answers calls between jobs, often missing the ones that matter most.
After
Workbelt answers instantly — every channel, including after hours and overflow.
Before
Leads sit in voicemail with no structure and no follow-up plan.
After
Every inquiry becomes a qualified request with intake answers captured.
Before
Quotes wait until evening when someone finally has a minute to call back.
After
Estimates go out in minutes using your pricing rules and scope logic.
Before
Job notes live in texts, voicemails, and scattered sticky notes.
After
Crew briefs and CRM records stay synced with access, add-ons, and scope.
Before
Cleaners arrive without full context and call the office mid-job.
After
Cleaners get clear briefs before they pull up — parking, access, pets, add-ons.
Before
Follow-up on open quotes and recurring clients is inconsistent at best.
After
Automated reminders, quote nudges, and recurring offers run on your rules.
Before
No visibility into how many calls were missed or what they were worth.
After
Dashboard shows call outcomes, bookings, and recovered demand trends.
Before
Recurring revenue depends on memory, not a system.
After
Recurring cleaning offers and rebook prompts go out automatically when configured.
Onboarding
Start with after-hours or overflow calls first. Expand once your team is comfortable.
We map how you answer today — phone, chat, SMS — and where leads fall through.
Residential, commercial, move-out, Airbnb — plus your packages, add-ons, and geography.
Your voice, your boundaries — including when a human must step in.
Integration options based on your stack — no rip-and-replace required.
Real scenarios: recurring residential, move-out, commercial walkthrough, reschedule, complaint.
Prove value on nights and weekends — or when your team is on jobs — before full rollout.
Weekly QA, script tweaks, and broader channels as confidence grows.
Timelines vary by complexity — most teams start answering test traffic within a few weeks of kickoff.
Book a Workflow AuditPricing
Pricing depends on call volume, workflows, integrations, and level of automation.
AI front office for small residential teams.
Best for: Owner-operators and small residential crews
Start with after-hours and overflow calls.
Quote, book, and follow up — for growing operators.
Best for: Growing residential and light commercial teams
Most teams land here as they scale.
Multi-location and commercial-grade control.
Best for: Commercial, janitorial, and multi-location operations
Configured to your operating playbook.
Pricing depends on call volume, workflows, integrations, and level of automation.
Compare
Each option solves part of the problem. Workbelt connects the full front-office workflow.
Helps with
Live call answering during set hours.
Falls short
Generic scripts, no cleaning intake, no estimates, limited CRM context.
Workbelt
Cleaning-specific qualification, your pricing rules, and synced job records.
Helps with
Website FAQs and basic lead capture.
Falls short
No real phone workflow, weak booking logic, not built for quotes or crew notes.
Workbelt
End-to-end front office across phone, chat, and SMS — not a FAQ widget.
Helps with
Storing clients and jobs after they exist.
Falls short
Does not answer the phone, qualify leads, or send estimates before a record exists.
Workbelt
Captures and converts demand before it hits your CRM.
Helps with
Human judgment and relationship building.
Falls short
Cost, coverage gaps after hours, training, turnover, and still one call at a time.
Workbelt
24/7 coverage for repeatable intake — humans focus on exceptions and growth.
Helps with
Answer, qualify, estimate, book, hand off, and follow up — continuously.
Falls short
Requires thoughtful setup — scripts, pricing, and escalation rules must reflect your business.
Workbelt
Purpose-built for Canadian cleaning workflows with control and human handoff built in.
FAQ preview
It can — which is why you set approved scripts, pricing rules, and escalation triggers. Workbelt handles repeatable intake and quotes; uncertain or high-stakes situations go to your team with full context.
Most callers want a fast answer and a clear next step. Workbelt is concise, professional, and transfers to a human when requested or when rules require it.
We map your packages, add-ons, minimums, and exceptions during onboarding. When confidence is low or scope is unusual, the AI escalates instead of guessing.
Workbelt is designed to work alongside tools like Jobber and Housecall Pro — syncing summaries, estimates, and bookings into what you already use.
No — it reduces repetitive call and intake load so your admin (or you) can focus on exceptions, commercial relationships, and growth.
Yes — with walkthrough rules, square-footage intake, after-hours access, and supervisor escalation for larger opportunities.
Yes. Transfer, callback scheduling, and priority alerts are part of your escalation configuration.
Access codes and building notes are captured for crew briefs and stored according to your retention rules — with escalation for security-sensitive situations.
Absolutely. Most teams begin with after-hours or overflow calls, review outcomes weekly, then expand channels and automation.
Call summaries, booking outcomes, quote velocity, and the revenue dashboard show what was captured and converted — compared to your baseline.
FAQ
Book a workflow audit and see how Workbelt would answer, qualify, estimate, and book for your services.
Start with after-hours or overflow calls.