CRM for Carpet Cleaning Companies

• The problem

  A job quoted as two synthetic rooms turns out to include a wool rug with an old pet stain.

  In Kompot.ai

  Intake questions become custom fields on the customer: fiber, room count, stairs, pets, how old the stain is. Photos the customer sends by WhatsApp stay in the conversation, so the technician sees them in the job before loading the van.

• The problem

  A customer says the color loss by the window was not there before you cleaned.

  In Kompot.ai

  The technician photographs worn, faded and seam-damaged areas into the job before starting. A pre-inspection form built from a document template is signed on the customer's phone by link or QR code and kept with an audit trail.

• The problem

  Rugs taken to the wash plant lose their tags, and nobody can say which is dry and ready to go back.

  In Kompot.ai

  Each rug pickup is a job with stages you define — collected, dusted, washed, drying, ready, delivered. The board shows what is hanging in the drying room, and the customer's name, address and rug photos travel with the job.

• The problem

  Protector, deodorizer and the extra flight of stairs are agreed on site and missing from the bill.

  In Kompot.ai

  Every add-on is a line in your price list. The technician adds them to the invoice from the job while still in the hallway and sends the payment link, so the customer pays by card for exactly what was done.

• The problem

  A property manager texts move-out cleans unit by unit and half of them never get invoiced.

  In Kompot.ai

  Keep the building as a project under the manager's record: each unit's clean is a job, and the invoices sit alongside. Share the project by link and the manager sees which units are done and can comment on the next ones.

What you keep on record

Fiber and construction

Nylon, polyester, wool or viscose, loop or cut pile — a field per carpet or rug on the customer.

Stain and pet history

What was spilled, when, and what the customer tried on it, in notes with photos from before and after.

Pre-inspection forms

The signed form listing wear, fading and loose seams, stored as a document with its PDF.

Rugs at the plant

A job per rug with its size, photos and the stage it has reached between pickup and delivery.

Questions owners ask

Can I follow an area rug from pickup to delivery?

Yes. Make each rug a job and define the stages your plant uses, from collected to delivered. The board shows every rug by stage, and the job holds its size, photos and the customer's delivery address.

Can customers sign the pre-inspection form in their living room?

Yes. Create the form once as a document template, and merge fields fill in the customer's details. The customer signs on a phone by link or QR code; the signed copy has an audit trail and exports to PDF.

How do I price rooms, stairs, rugs and stain treatments?

Each is an item in the price list: a room, a flight of stairs, a rug by area, pet treatment, protector. Estimates and invoices are built from those items, so the technician and the office quote the same price.

Will it remind customers when their carpets are due again?

Keep the date of the last clean in a field on the customer. A scheduled workflow can then message them when the next one is due and create a task for the office, and an email campaign can go to everyone cleaned last season.