Running the company
Suggested instructions for today
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Web and mobile2 min readUpdated
On Pro and Business, BlastoClean turns a customer message such as "Please skip the guest room today" into a short instruction for today’s visit. You edit and approve it, and the crew sees only the approved text.
A customer writes in the morning: "Please skip the guest room today and use the side gate." A suggested instruction turns that message into a short, clear note for the crew on today's visit, without forwarding the customer's whole message.
Suggested instructions are part of the customer inbox on Pro and Business. Office team members who can edit customers and the schedule can use them.
Before you start
- AI assists must be on for your company, and you accept the AI notice the first time. See AI assists.
- Each suggestion uses AI credits.
- It works for a visit that is scheduled for today.
Suggest and approve an instruction
- Open Messages and select the customer's conversation.
- In Suggested instructions for today, choose Today's visit.
- Select Suggest an instruction.
- Read and edit the text under Instruction shown to the crew. Keep only what the crew needs.
- Select Approve instruction, or Dismiss to leave the visit as it is.
What the crew sees
The crew assigned to that visit sees only the approved text, on the visit's instructions. They do not see the customer's original message or your inbox. Because the instructions changed, each person on the visit reads them and selects Got it before they clock in. Someone who clocked in before you approved is not stopped, so contact anyone already working at the visit.
Approval adds the instruction to today's visit only. It does not change future visits in a recurring schedule and it does not send anything to the customer.
If the message, the visit or the crew changed, or the visit is no longer today, BlastoClean asks you to refresh and review again. Approving twice never adds the instruction twice.
Related
On the native app
In versions with these controls, open the customer's conversation from their customer page. The suggestion card uses the same review and approval steps, permissions and Pro/Business requirement as the web. A suggestion is a draft; review it before approval. If access or the conversation changes, reopen and review the current record instead of approving an old draft.