Recurring clients, rostered staff, zero missed cleans
CRM for cleaning companies
Every client, site, schedule and cleaner in one place, with checklists completed on a phone, invoices raised from the schedule and clients able to see and confirm their visits.
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JobBoard: the cleaning companies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the cleaning companies demo on its own page.
Who this is for
Built for cleaning companies
Commercial cleaning contractors, janitorial companies, carpet cleaning businesses and residential cleaning companies with 5 to 100 cleaners, managing recurring schedules, staff changes and client complaints from a mix of spreadsheets, WhatsApp groups and memory.
Schedules that survive staff changes
When a cleaner is off, the roster shows who is trained on that site and free. Reassign in a click and the replacement gets the site details and checklist on their phone.
Checklists and proof of clean
Cleaners complete the site checklist on their phone with time stamped photos. Clients can see the completed checklist, which ends most 'was the office cleaned last night' calls.
Quotes from square metres and frequency
Enter areas, tasks and frequency and the quote prices from your rates. Site specifications become the checklist when the client signs.
Client portal and complaints handling
Clients log requests and complaints in a portal, each one becomes a ticket with an owner and a deadline, and the resolution is recorded on the site for the next inspection.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry
- Site walk booked
- Quote sent
- Signed
- Scheduled
- Active client
- Review due
- Renewal or price increase
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Xero or QuickBooks
- Payroll export (Gusto, Xero Payroll, KeyPay)
- Google Calendar
- SMS
- GoCardless or Stripe
- Time clock via phone GPS
Questions we get asked
How much does a cleaning company CRM cost?
A cleaning CRM with quotes, recurring schedules, staff rostering, checklists, client portal and accounting sync is typically 8,900 to 14,900 US dollars fixed, delivered in six to eight weeks. A quote and client tracker on its own starts at 4,900. Cleaner logins are unlimited and cost nothing, however large the team gets.
Can cleaners clock in and out?
Yes. Cleaners start and finish a visit from their phone, with GPS recorded so you know they were on site. Hours flow to a timesheet report and export to your payroll system. Missed clock ins trigger an alert to the supervisor before the client notices.
Does it handle recurring invoicing?
Yes. Invoices are raised from the schedule at the frequency the contract states, weekly, fortnightly or monthly, with extras such as one off deep cleans added from the visit log. Invoices sync across to Xero or QuickBooks as drafts, and the payment status comes back so it shows on the client record without anyone checking two systems.
Can clients see their visits?
Yes. A client portal shows scheduled visits, completed checklists with photos, inspection reports and invoices, and lets them submit a request or complaint that becomes a tracked ticket. Facilities managers value this more than any other feature. Portal access is per site contact with the permissions you set, and every request and response is logged, which settles disputes about who said what and when.
Is this janitorial CRM software too?
Yes. Janitorial contracts are recurring records with sites, cleaning specs, frequencies, staff rotas and inspection scores, so commercial cleaning and janitorial firms can see which contracts are profitable and which sites keep failing audits. Supplies per site, key holding and out of hours access notes sit on the same record as the contract.
Tell us how your cleaning companies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.