Recurring Bookings
Set a clean once and let it repeat weekly, biweekly or monthly, with easy changes.
Industry CRM · Built in Calgary
Recurring cleans schedule themselves, cleaners see their checklists and access notes on a phone, and each finished visit can create the invoice.
Today’s visits
Recurring plans
Checklist progress
Quality checks
Recent invoices
Cleans by month
Overview
A cleaning company is built on repeat work, and small changes can ripple through the whole week. A client skips a visit, a cleaner calls in sick or a new contract needs a Tuesday slot, and the office is rebuilding the schedule by hand. Important details such as alarm codes and pet notes also end up scattered across text messages.
We build a CRM around recurring work. A weekly, biweekly or monthly clean is set up once and keeps its own schedule, while each cleaner sees the day's visits with the checklist, access notes and directions on a phone. Check-in, photos and quality checks are saved to the visit, and invoices can follow from completed work. Sensitive access details can be limited to the staff who need them.
Who it is for: House cleaning companies, janitorial contractors and teams that handle both homes and commercial sites.
Features
Set a clean once and let it repeat weekly, biweekly or monthly, with easy changes.
See every team and route by day, and reassign visits quickly when someone is away.
A checklist for each client and clean type, ticked off on a phone with photos.
Keys, alarm codes, pets and preferences, visible only to the people who need them.
Supervisor inspections and client feedback saved to each site and visit.
Create invoices from completed visits and charge saved payment methods where approved.
FAQ
What owners ask before switching to a custom CRM. Tap a question to see our answer.
The office can see that cleaner's visits and move them to someone else. The new cleaner gets the same checklist and notes on a phone, and the client can be told about the change if you wish.
Access can be limited by role and by visit, so a cleaner sees these details only for assigned jobs. We plan the rules with you, and sensitive information can be left out of the system entirely if you prefer.
Yes. Homes can use room checklists and recurring card payments, while commercial sites can have their own schedules, inspection forms and monthly invoices.
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See this CRMBook a short walkthrough by video or at our Calgary office, and get a written price for setting it up for your company.