CRM for Cleaning Services
Track every property, client preference, and cleaning schedule
A cleaning service CRM tracks client properties, cleaning preferences, recurring schedules, team assignments, and payment history. SchedulingKit includes CRM alongside scheduling, automated reminders, and invoicing so cleaning businesses manage operations and client relationships in one platform.
Cleaning businesses manage recurring relationships across multiple properties. Knowing that the Johnsons have a 3-bed/2-bath with a dog, prefer eco-friendly products, and need biweekly deep cleans is essential context your team needs every visit. SchedulingKit's CRM stores property details, client preferences, and service history so every cleaner arrives prepared — even if they've never been to that home before.
Client Management Challenges for Cleaning Services
Cleaners arriving without knowing property layout or preferences
No central record of access codes, alarm details, and pet information
Manually tracking recurring cleaning schedules across many clients
Team assignment confusion when staff calls out or rotates
Client complaints about inconsistent service between cleaners
Invoicing and payment tracking done outside the scheduling system
How SchedulingKit CRM Helps Cleaning Services
Property profiles with layout, access info, and special instructions
Client preferences (products, areas of focus) visible to every team member
Recurring schedule management with automated confirmations
Team assignment history so clients get consistent service
Payment tracking and invoicing per client or property
Service history log for quality control and dispute resolution
CRM Features for Cleaning Services
Property Profiles
Store property size, layout, access codes, and pet details per client address.
Cleaning Preferences
Record product preferences, areas to prioritize, and special instructions.
Recurring Schedules
Set up weekly, biweekly, or monthly cleaning schedules with automated reminders.
Team Assignment
Assign cleaning teams to specific clients for consistency, with backup assignment rules.
Service History
Log completed cleanings with notes on work done and any issues flagged.
Invoicing
Generate invoices tied to completed services and track payment status per client.
Popular CRM Use Cases for Cleaning Services
Also Included with SchedulingKit
Frequently Asked Questions
Can I store property details like access codes?
Yes. Each client profile can include multiple property addresses with access codes, alarm instructions, pet information, and room-by-room cleaning notes.
Does it handle recurring cleaning schedules?
Yes. Set up recurring appointments at any frequency (weekly, biweekly, monthly). SchedulingKit sends automated confirmations and reminders for each upcoming visit.
Can I assign specific cleaners to specific clients?
Yes. Assign team members to clients for consistent service. When a team member is unavailable, the system helps you identify available substitutes.
Further Reading
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