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Category

Business Management

Built by

Beam.ai

AI Agent Integrations

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Tidy

AI Agent Integrations

Tidy

Book Tidy cleaning jobs and update their status, handling admin work like confirming appointments and recording completion.

Cleaning job scheduling

Tidy books cleaning jobs against a property, a date, and an assigned pro. A Beam agent responds to a new or changed request, reads the property's details and the calendar, and books the slot your rule prefers. It confirms the appointment to the client and updates the job record. When the requested time has no pro available, a property has special access notes, or a client asks for a same-day change, the agent holds the booking and passes it to a coordinator to arrange rather than guessing at a slot on its own.

Job status updates

Every Tidy job moves through stages: scheduled, in progress, and complete. A Beam agent watches these updates, reads the pro's check-in and check-out, and marks the job done once the completion signal matches your rule. It notifies the client and releases the next step, such as an invoice or a review request. Jobs that end early, report an issue at the property, or never receive a completion signal are flagged for a person to follow up, so a client is not billed for work that did not finish.

Property and access records

Tidy stores each property's address, entry instructions, and cleaning preferences. A Beam agent updates these records when a client sends a change, reads the new detail, and writes it to the matching field your rule allows. It confirms the update and alerts the assigned pro if access changed. Sensitive changes, such as a new alarm code, a disputed address, or instructions that conflict with an active booking, are held and routed to a person, so nobody on the crew arrives at a property with the wrong information or an outdated entry code.

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Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.