Calgary head office · clients across Canada

Industry CRM · Built in Calgary

CRM and Scheduling System for Cleaning Companies

Recurring cleans schedule themselves, cleaners see their checklists and access notes on a phone, and each finished visit can create the invoice.

yourcleaning · CRMSAMPLE DATA
Visits today34
Teams out8
Unassigned2

Today’s visits

Biweekly cleanAlex M. · 9:00Team Achecked in
Move-out cleanJordan K. · 11:00Team Cen route
Office, 2nd floorMaple Plaza · 6 PM—assign

Overview

Made for the way cleaning company businesses work

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

What the cleaning company CRM can include

Recurring Bookings

Set a clean once and let it repeat weekly, biweekly or monthly, with easy changes.

Cleaner Schedules

See every team and route by day, and reassign visits quickly when someone is away.

Room Checklists

A checklist for each client and clean type, ticked off on a phone with photos.

Client Access Notes

Keys, alarm codes, pets and preferences, visible only to the people who need them.

Quality Checks

Supervisor inspections and client feedback saved to each site and visit.

Automatic Invoices

Create invoices from completed visits and charge saved payment methods where approved.

FAQ

Cleaning Company CRM: questions

What owners ask before switching to a custom CRM. Tap a question to see our answer.

Have a different question?Write to us and the answer comes from the people who would build your site.

What happens when a cleaner is away?

Two Trees Studio

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.

Is it safe to store alarm codes and key details?

Two Trees Studio

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.

Can it handle home and commercial cleaning together?

Two Trees Studio

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 the Cleaning Company CRM in action

Book a short walkthrough by video or at our Calgary office, and get a written price for setting it up for your company.

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