In every plan
The CRM for cleaning companies
Cleaning is where Sales Base started. Set up a regular clean once and the visits appear, your cleaners see exactly what to do, and clients are reminded before they arrive.
A clean that repeats itself, with a checklist for every visit
A regular clean is a booking that creates the jobs weeks ahead, weekly, fortnightly, monthly or less often. Each job carries the tasks for that service, such as the kitchen, the bathroom and the floors, and the cleaner ticks them off on their own phone while the office watches the progress.
Access notes sit on the property, so the key safe code is never in somebody’s head.
- Jobs created twelve weeks ahead
- Checklists per service, changeable per job
- Access notes on every property
- Cleaners see only their own jobs
Starter services for homes, offices and end of tenancy
A new cleaning company starts with example services, such as a regular home clean, a deep clean, an end of tenancy clean, an office clean and an oven clean, each with a time, a price and a checklist. They are examples to change, so check them against how you really work and price.
Cleaners can be recorded with their DBS check and right to work check, and Sales Base reminds you before one runs out.
- Five example services with checklists
- DBS and right-to-work checks recorded, with reminders
- Prices entered without VAT
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
Works well with
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.