Lead
Capture whether the request is residential, commercial, recurring, move-related, or a one-time deep clean, along with square footage, rooms or facility areas, access, pets, supply expectations, and preferred frequency. Walkthroughs and follow-up stay assigned instead of sitting in a shared inbox.
Estimate
Price from the service scope, expected labor hours, crew size, visit frequency, condition, add-ons, and exclusions. Recurring agreements preserve the promised checklist and cadence so the operations team is not working from the salesperson's memory.
Schedule
Build recurring routes around geography, keys or access windows, crew fit, service frequency, and expected duration. Absences, holidays, client skips, and make-up visits can be handled without breaking the rest of the recurring schedule.
Job
Each team receives the site-specific checklist, access instructions, supply notes, known exceptions, and customer preferences. Arrival, completion, photos, damage or access issues, and quality-control checks return to the office while the visit is still current.
Invoice
Bill recurring services on the agreed cycle while keeping one-time deep cleans, add-ons, skipped visits, and approved extras separate. Commercial purchase-order details and residential payment follow-up can follow different rules without separate spreadsheets.
Insight
See recurring revenue, route density, planned versus actual labor, missed visits, quality issues, client retention, and crew capacity. Owners can identify accounts or routes losing margin before a renewal conversation or staffing change.