Cleaning blueprint
Recurring cleans that bill themselves.
Commercial and residential cleaning companies running recurring rounds alongside one-off jobs. The Cleaning blueprint turns a contract into a schedule, a scope and a repeating invoice.
Sound familiar?
01
Rosters rebuilt every week
The same sites at the same times, reassembled by hand every single week.
02
Missed cleans found by complaint
Nothing tracks completion, so the client tells you before your own team does.
03
The monthly invoicing marathon
End of month means a day lost generating the same invoices as last month.
The Cleaning blueprint
What installs when you pick Cleaning.
Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.
Pipeline stages Cleaning Enquiry Pipeline
- 1New Enquiry
- 2Quote Sent
- 3Quote Accepted
- 4Schedule Set
- 5Active Client
Custom fields on top of the standard ones
| Field | Type |
|---|---|
| Frequency | dropdown |
| Site Type | dropdown |
| Estimated Area (m²) | number |
| Access Instructions | notes |
| Keyholding Required | yes/no |
| Recurring Monthly Value | currency |
Records it adds extra record types beside contacts, deals and jobs
- Service Schedules
- Sites
- Scopes / Checklists
- Shifts / Visits
- QA Inspections
Built for how cleaning actually works.
- Recurring service schedules generate the visits, so the round builds itself
- Site scopes and checklists with photo proof on completion
- Recurring invoices generated and sent on their own cycle
- Crew zones on the dispatch board keep travel time down
Blueprints stack. Run Cleaning alongside any other blueprint in the same workspace, and switch later without losing records.
Your cleaning workspace, live in about two minutes.
Pick the Cleaning blueprint during signup and start the 21-day free trial. No card needed to look around.