Keep the household details close
Save gate codes, pet notes, and preferences on the client profile. The team can check the details even when a different cleaner takes the visit.
Explore Client CRMHome cleaning business software
Keep entry instructions, room priorities, and customer preferences where your cleaning team can find them. Give each visit a clear brief and leave a useful record for the next one.
Talk to our teamBuilt for your work
Save gate codes, pet notes, and preferences on the client profile. The team can check the details even when a different cleaner takes the visit.
Explore Client CRMSet up services for different visit types and attach the appropriate forms. Give a regular clean and a move-out clean their own instructions.
Explore Service catalogCrews record notes, photos, and the work summary with the appointment. The office can review what happened before answering a customer question.
Explore AppointmentsFrom booking to completion
Choose the service and record the customer's priorities.
Review access instructions, household notes, and previous visits.
Complete the service forms and document anything that needs attention.
Save the work summary and prepare billing for the completed visit.
A few useful answers
Yes. Save them with the customer's property and notes so the team can review them before the appointment.
Yes. Attach different forms to different services so each type of clean collects the right information.
Give each cleaner the details that make your service feel consistent.