A simple cleaning enquiry form

Fictional browser demonstration. Nothing is sent or saved. The reply waits for the business owner to review it.

The manual version works too

Use a form to collect the minimum details you need: name, contact route, service area, home size and frequency. Keep it in your own account. Add a row to your lead sheet, mark it “New”, and write a reply asking for a suitable time to discuss the job.

Do not collect door codes, health information or full access instructions on an initial enquiry form. Explain what you do with enquiries and how people can contact you about their information.

Where automation helps

The planned Make workflow creates the row and a reply draft. It needs your own Make account and connected form/sheet accounts. The business owner checks the price and reply before sending anything. Importing a blueprint does not connect those accounts for you.