A cleaning company earns repeat business by remembering what matters inside each property. Entry instructions, alarm steps, pets, preferred products, rooms to skip, and the difference between a standard visit and a deep clean cannot live reliably in scattered texts. FieldCRM connects those details with the customer, quote, scheduled visit, payment, completion notes, and next follow-up for residential and commercial cleaning teams.
View pricing
Each stage stays attached to the same customer and work history.
Capture the property type, approximate size, rooms and surfaces, occupants or office hours, entry method, pets, product restrictions, and requested frequency. Note whether the request is a maintenance clean, move-in or move-out service, post-construction cleanup, or first-time deep clean so the owner can qualify the work before assigning time.
Price from the real condition and service level rather than a generic customer label. Include the initial-clean premium, recurring frequency, add-ons such as ovens or windows, supplies, travel, and access constraints. Keep the approved checklist with the quote so the customer and cleaner share the same definition of complete.
Schedule the visit with entry and property notes visible to the assigned person. Record completion, exceptions, customer requests, payment status, and any change that should affect the next service. A follow-up can then address quality feedback, a missed add-on, a frequency change, or the date of the next recurring clean.
Keep each household's preferred sequence, products, pet instructions, entry method, and recurring cadence available without asking the customer to repeat the same details. New cleaners can prepare from the current property record.
Document empty-property access, appliance interiors, cabinets, wall marks, keys, deadlines, and completion proof for time-sensitive turnover work. Property managers can see exactly which turnover was completed.
Save office hours, alarm procedures, supply locations, restroom expectations, locked areas, and the contact responsible for approving schedule or scope changes. Recurring exceptions remain visible to the assigned cleaning team.
Track requested extras such as baseboards, interior windows, refrigerators, ovens, or post-renovation dust so the quote and crew plan do not lose them. Each extra stays tied to the customer's approved price.
Record entry instructions and preferences
Organize one-time and recurring requests
Keep follow-ups tied to each property
FieldCRM can keep access notes with the customer and service location for the authenticated team. Owners should still avoid storing unnecessary alarm codes or sensitive information.
Yes. The Work Order can describe the first-visit scope and price, while the customer history preserves the recurring frequency, preferences, and later service changes.
No. FieldCRM organizes the customer-to-job workflow, notes, quotes, scheduling, payments, and follow-up. Dedicated payroll or timekeeping software may still be needed.
See how the same connected workflow fits other kinds of field service work.
View all solutionsKeep the customer, the work, the money, and the next action connected.
Capture incoming work once, then move it toward pricing, approval, and delivery.
See which work is ready, scheduled, underway, delayed, or completed.
Price the work, present it clearly, and keep the customer decision attached.
Add a card to try the full core workflow for 14 days and pay $0 today. Choose your business type during setup.
