CRM for Cleaning Companies

• The problem

  A substitute crew arrives and does not know how to get in or where the dog is kept.

  In Kompot.ai

  Entry instructions, alarm notes, pets and parking sit in custom fields on the client, and every clean is a job tied to that record. Whoever is assigned opens the job on a phone and reads the same notes the regular cleaner knows by heart.

• The problem

  The client says the oven was skipped, and the crew says it was never on the list.

  In Kompot.ai

  Keep one checklist per type of clean — regular, deep, move-out — as a knowledge base article, and write the extras agreed for that home in the job. Crews attach photos of the finished rooms, so a complaint is settled by looking rather than arguing.

• The problem

  Recurring clients are billed late because someone builds each invoice by hand.

  In Kompot.ai

  Set up a subscription invoice for every recurring client, billed weekly or monthly, with a link they pay by card. Overdue invoices are flagged, so you know who still owes for last month before the crew goes back.

• The problem

  One cleaner calls in sick and the whole day has to be rebuilt by phone.

  In Kompot.ai

  Every clean is a job with assignees, a time window and an address on the shared calendar. Hand that cleaner's jobs to another crew and send the affected clients a saved reply with the new arrival window, from the same conversation log you always use with them.

• The problem

  A move-out clean is quoted over the phone and the price is disputed afterwards.

  In Kompot.ai

  Send an estimate built from your price list — rooms, oven, fridge, inside windows — and wait for the client to approve it. The approved estimate becomes the invoice, so the scope and the price are the ones they agreed to in writing.

What you keep on record

Entry and key notes

Which door, where the key or lockbox is, alarm instructions and parking, as custom fields on the client.

Home details

Rooms, floor types, surfaces that need special products, pets and allergies, on the client's record.

Checklists by clean type

Regular, deep and move-out checklists as knowledge base articles the crew can open from a phone.

Visit frequency and rate

The weekly, biweekly or monthly cycle and the agreed rate on the client, matched by a subscription invoice.

Questions owners ask

Can it handle weekly and biweekly recurring cleans?

Each visit is a job on the calendar with a crew and a time window, and the client's cycle is saved on their record. Billing repeats by itself through subscription invoices, and a scheduled workflow can remind the office to lay out the coming week's visits.

Where do cleaners see the entry instructions and the checklist?

In the job, opened in a phone's browser. It shows the address, the time window and the client's entry notes, and the checklist for that type of clean is a knowledge base article. Roles and permissions keep cleaners out of the sections they do not need, such as invoices and reports.

Can clients book a clean online?

Partly. On the online booking page a client picks a free slot; this puts a meeting on the host's calendar, creates a contact and emails the client a confirmation and reminders. It does not create the cleaning job, so use it for a walk-through or a call, then send the estimate and schedule the clean yourself.

Does it cover office cleaning contracts as well as homes?

Yes. The office is a contact with a service agreement signed by e-signature, its evening or weekly cleans on the calendar and one subscription invoice a month. The building's access rules and the site contact are kept on the same record.