Every job,
every week, on the board.
Cleaning is a business of repeat visits. The CRM is built around that: book a customer in once, set the days and times, and the jobs appear on the diary week after week without anyone re-entering them.
- Recurring bookings. One to five visits a week at set times, or one-off jobs, from a single booking.
- Customer records. Address, access notes, contacts and the full job history in one place.
- Job diary. Month and list views, filtered by status, with each job linked to its customer, staff and invoice.
- Job status. Pending, in progress, completed, cancelled, so the office can see the day at a glance.