The Cypress & Vale Facility Services Console
A live simulation of a Lemon Receptionist deployment for a full-service commercial cleaning company. Six trained receptionists handling new-account quotes, crew dispatch, QC follow-ups, and after-hours flood, sewage, and biohazard emergencies.
Harper Lang
New Account Intake
Inbound Quotes · Walk-Throughs
Desmond Ayers
After-Hours Emergency Line
Overnight · Floods · Biohazard
Camille Rousseau
Bilingual Client Services
FR / ES Accounts · Property Mgmt
Kenji Nakamura
Dispatch & Route Coordinator
Crews · Routes · Vehicle Board
Priya Anand
Quote & Onboarding Coordinator
Quotes · COIs · Onboarding
Eleanor Beaumont
Key Account & Billing Lead
Top Accounts · QBRs · Invoicing
Voice Calls
Inbound quote requests, account status calls, and after-hours flood, sewage, and biohazard emergencies.
SMS
Walk-through confirmations, crew ETA updates, and quick approvals from facility managers on the road.
Client Portal
Jobber, ISN, Vendormate, Coupa, and SAP Ariba — COIs, POs, and invoice questions handled in-channel.
Every Inquiry Through Renewal
Drag tickets across the account pipeline — new inquiry, walk-through, quote sent, active account, and close/renewal. Each card owns client, service line, fee model, budget vs. WIP, and progress checklist.
Every Truck, Every Site
Drag jobs across the dispatch board — prep, en route, on site, wrap/QC, and signed-off. Cards show client, crew, window, round, and priority so nothing misses a service window.
Every Dollar Reconciled
Drag ledger lines across — quoted, contract live, in progress, billing issue, and invoiced. Actual vs. planned rolls up live for the account manager.
Restroom deep clean quoted. COI naming client as add'l insured issued.
RFP response uploaded to Vendormate. ISN score refreshed to A.
MSA renewed. GreenSeal audit clean.
Flat-fee. Deposit captured. Hood sticker will be photographed and posted.
Green cleaning tracking under budget. Next invoice at 09/30 close.
Contract tracking well under. Reserve remains for windows cycle.
T&M water extraction. Insurance carrier direct-billed via Xactimate scope.
Monthly milestones tracking. Route audit pending.
Overage = approved holiday deep-clean (CO-441). FM briefed with docs; PO uplift in Coupa.