Running the company
Suggested visit moves
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Web and mobile2 min readUpdated
On Pro and Business, BlastoClean reads a customer message like "Can we do Thursday instead?" and proposes the move for one visit. Nothing changes until you approve it.
Customers ask to move cleanings all the time: "Can you come Thursday morning instead of Wednesday?" A suggested move turns that message into a ready-to-approve change, so you do not have to retype the date and time.
Suggested visit moves are part of the customer inbox on Pro and Business. Office team members who can edit customers and the schedule can use them. Crew members do not see them.
Before you start
- AI assists must be on for your company. See AI assists.
- The first time, you are asked to read and accept the AI notice. The suggestion reads the customer's recent message, which can include personal details. If you would rather not, decline and move the visit by hand.
- Each suggestion uses AI credits.
Suggest and approve a move
- Open Messages and select the customer's conversation.
- In the Suggested visit moves box, choose the Visit the customer is asking about.
- Select Suggest a move.
- Check the original visit and the Proposed move, including the date, time and time zone.
- Select Approve move to move that one visit, or Dismiss to leave it as it is.
If the message does not mention a clear new date and time, BlastoClean says so and changes nothing.
Days and times BlastoClean understands
Customers rarely write an exact date. BlastoClean understands:
- Day names, such as "Friday". "Move Thursday's clean to Friday" means the Friday right after that visit, and "move Friday's clean to Thursday" means the day before it.
- "Tomorrow".
- Parts of the day: morning (8 AM to 12 PM), afternoon (12 PM to 5 PM) and evening (5 PM to 8 PM). BlastoClean keeps the visit's current start time if it fits. If not, it suggests 9 AM in the morning, 1 PM in the afternoon or 5 PM in the evening, or else the first half hour that doesn't overlap the crew's other visits that day.
Spanish messages work the same way. Always check the proposed date and time before you approve.
What approval does
Approval moves only that visit. The crew stays the same and the rest of a recurring schedule is unchanged. No message goes to the customer, so reply in the conversation to confirm the new time.
Before it moves anything, BlastoClean checks again that the time is still free and that nothing has changed. If the customer sent a newer message, the visit changed or the time was taken, you are asked to refresh and review a fresh suggestion. Approving twice never moves the visit 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.