Cleaning blueprint

Recurring cleans, billed each month.

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 recurring invoice, created as a draft each month for you to review and send.

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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

  1. 1New Enquiry
  2. 2Quote Sent
  3. 3Quote Accepted
  4. 4Schedule Set
  5. 5Active Client

Custom fields on top of the standard ones

FieldType
Frequencydropdown
Site Typedropdown
Estimated Area (m²)number
Access Instructionsnotes
Keyholding Requiredyes/no
Recurring Monthly Valuecurrency

Records it adds extra record types beside contacts, deals and jobs

  • Service Schedules
  • Sites
  • Scopes / Checklists
  • Shifts / Visits
  • QA Inspections

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Cleaning Services blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Cleaning Services blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Cleaning Services Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Cleaning Services blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Cleaning Services Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Cleaning Services blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Cleaning Services Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how cleaning businesses actually work.

  • Recurring service schedules sit beside every shift and visit, so the whole round is planned in one place
  • Site scopes and checklists with photo proof on completion
  • Recurring invoices created as drafts each month, ready for you to review and send
  • Crew zones on the dispatch board keep travel time down

Blueprints stack. Run Cleaning alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

HVAC6 stages · New Enquiry → Completed Venues and events6 stages · New Enquiry → Event Completed General business4 stages · New → Proposal

See all 25 blueprints →

Your cleaning workspace, live in about two minutes.

Choose Cleaning when you sign up and start the 21-day free trial. No card needed to look around.

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