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Cleaning services

CRM for cleaning services, from the first quote to a regular client

Locations, booked cleans, recurring plans, quotes and your cleaners each get a list. Every inquiry is a deal on one board.

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The Cleaning services deals board · example data
  1. 01New inquiry
  2. 02Quote sent
  3. 03Walkthrough
  4. 04First clean booked
  5. 05Regular client
  6. 06Lost

A week of walkthroughs and regular cleans

  • A quote follows a walkthrough.

    A cleaning quote holds the address, the kind of clean, the square footage, whether the walkthrough is done, the date you sent it, the price and whether it was accepted or declined. The deal sits in Walkthrough on the board while you wait to go and see the place.

  • Every location has its own rules.

    A location keeps the property type, the size, the bedrooms and bathrooms, whether there are pets, the entry instructions, the alarm code, who brings the supplies and any special requests, with photos. The cleaner can look it up instead of asking the office.

  • Regular clients are the business.

    A recurring plan records how often (weekly, every two weeks, every four weeks or monthly), the preferred day, the price per clean, when it started and the date of the next clean, the team and the status.

  • Each clean, and who does it.

    A cleaning records the service, date, arrival window, team, hours, price and whether it is scheduled, done, skipped or rescheduled, with a checklist box and before and after photos. Your cleaners have their own list: pay rate, background check, availability and status.

Your lists, and what each is for

Cleaning services adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.

  • Locations

    Use it for every place you clean, so entry instructions and alarm codes are on one record.

    • Address
    • Property type
    • Entry instructions
    • Alarm code
    • Supplies
    • Pets

  • Cleanings

    Use it for each booked clean, from scheduled to done, with the photos.

    • Service
    • Date
    • Arrival window
    • Team
    • Status
    • Before and after photos

  • Recurring plans

    Use it for clients on a schedule: how often, which day and what each clean costs.

    • Frequency
    • Preferred day
    • Price per clean
    • Next clean
    • Team
    • Status

  • Cleaning quotes

    Use it for every quote you send, after the walkthrough, and what the client decided.

    • Address
    • Service
    • Square feet
    • Walkthrough done
    • Price
    • Status

  • Cleaners

    Use it for your team: how to reach them, their pay rate and whether they are available.

    • Phone
    • Hire date
    • Pay rate
    • Background check
    • Availability
    • Status
See every field5 lists, 49 fields

Fields on each list

Locations

  • Address · Text
  • Property type · DropdownHouse, Apartment, Office, Retail, Medical, Short-term rental
  • Square feet · Number
  • Bedrooms · Number
  • Bathrooms · Number
  • Pets · Yes / No
  • Entry instructions · Paragraph
  • Alarm code · Text
  • Supplies · DropdownWe bring them, Client provides
  • Special requests · Paragraph
  • Photos · Files & photos

Cleanings

  • Address · Text
  • Service · DropdownStandard clean, Deep clean, Move-in / move-out, Post-construction, Office clean, Rental turnover
  • Date · Date
  • Arrival window · Text
  • Team · Text
  • Hours · Number
  • Price · Money
  • Status · DropdownScheduled, Confirmed, In progress, Done, Skipped, Rescheduled
  • Checklist done · Yes / No
  • Before and after photos · Files & photos
  • Notes · Paragraph

Recurring plans

  • Frequency · DropdownWeekly, Every two weeks, Every four weeks, Monthly
  • Preferred day · DropdownMonday, Tuesday, Wednesday, Thursday, Friday, Saturday
  • Price per clean · Money
  • Start date · Date
  • Next clean · Date
  • Team · Text
  • Status · DropdownActive, Paused, Cancelled

Cleaning quotes

  • Address · Text
  • Service · DropdownStandard clean, Deep clean, Move-in / move-out, Post-construction, Office clean, Rental turnover
  • Square feet · Number
  • Walkthrough done · Yes / No
  • Sent on · Date
  • Price · Money
  • Status · DropdownSent, Accepted, Declined

Cleaners

  • Phone · Phone
  • Email · Email
  • Hire date · Date
  • Pay rate · Money
  • Background check · Yes / No
  • Availability · Text
  • Status · DropdownActive, On leave, Inactive

Extra fields on what you already have

On Clients

  • Service address · Text
  • Preferred day · DropdownMonday, Tuesday, Wednesday, Thursday, Friday, Saturday
  • Key or code on file · Yes / No
  • How they found us · DropdownReferral, Google, Facebook, Nextdoor, Other

On Deals

  • Service · DropdownStandard clean, Deep clean, Move-in / move-out, Post-construction, Office clean, Rental turnover
  • Frequency · DropdownOne time, Weekly, Every two weeks, Monthly

Where new work comes from

A form on your website and a page where customers book. Both are set up in Settings.

Starts like this

The first minutes, as they go when you sign up.

  1. Step 1: Pick Cleaning services

    One step adds 5 lists, 49 fields and 6 deal stages. Anything you already have is left alone.

  2. Step 2: Add sample records, if you like

    10 locations, 10 cleanings, 9 recurring plans, 9 cleaning quotes and 7 cleaners. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.

  3. Step 3: Add your first client

    Add the person who asked for a quote, then put a deal on them in New inquiry.

  4. Step 4: Start the trial

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What stays the same

Other industries

Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.

Try CybrRM set up for cleaning services

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