A cleaning business runs on repetition: the same customers, the same schedules, and a crew that needs to know where to be. The failure mode is a missed recurring job or a quote that never got chased. ClientPlot keeps customers, jobs, and crew schedules on one screen that works from a phone. This page covers how cleaning businesses run their week in it.
Every customer gets a page with their jobs, gate codes, preferences, and history. The calendar shows the week's jobs by day, so a glance answers who is where tomorrow.
Set a follow-up when you send an estimate and ClientPlot emails you when it is time to call. Most cleaning quotes are won by whoever follows up first, and now that is you.
Set working hours, assign jobs to crew members, plan shifts including weekends, and see who is on what. Team plans include a workload view so nobody is double-booked while someone else sits idle.
The customer who wants the back door used, the one with the dog, the one who pays cash: it all lives on their page. Any crew member can check the notes instead of calling you from the driveway.
Yes. Invite crew as members to see and update their assigned work, or as viewers for read-only access. Shifts and the workload board are on the Team plan.
No. It runs the operational side: customers, jobs, schedules, follow-ups. Pair it with whatever you use to invoice, and attach invoices to the customer so nothing gets lost.
No. Add customers by hand or import a spreadsheet in about two minutes, add jobs with dates, and the calendar and Today view do the rest.
See also