Client management for cleaning businesses
A cleaning business runs on repetition: the same customers, the same jobs, and details that cannot live only in someone's head. The failure mode is a missed recurring job or a quote that never got chased. ClientPlot keeps customers, jobs and follow-ups on one screen that works from a phone. This page covers how cleaning businesses run client work in it.
Recurring customers, visible jobs
Every customer gets a page with their jobs, gate codes, preferences, and history. The calendar shows jobs and due dates by day, so a glance answers what is open tomorrow.
Quotes that get chased win the work
Set a follow-up date and it appears on the Today view when it is due. Most cleaning quotes are won by whoever follows up first, and now that date has a place next to the rest of the day's work.
The team works from the same customers
On the Team plan, invite teammates, assign jobs, and keep notes on the customer page. Everyone works from the same customers and dates instead of a group text.
The details that make you look professional
The customer who wants the back door used, the one with the dog, the one who pays cash: it all lives on their page. Anyone on the team can check the notes instead of calling you from the driveway.
What you get
- ✓Customer pages with notes, codes, and history
- ✓A calendar of jobs and due dates
- ✓Follow-up dates for estimates on the Today view
- ✓Job assignment on team plans
- ✓Runs from a phone, free plan to start
Start with the spreadsheet you already have
Turn existing rows into connected client work
Upload an Excel or CSV file, review the suggested mapping, and turn its rows into connected clients, projects, tasks, follow-ups, and due dates where those columns exist. Nothing is saved until you confirm the preview.
- 1
Upload
Bring the tracker your business already uses.
- 2
Review
Confirm the columns and edit rows before import.
- 3
Work
Open connected client records instead of filtering tabs.
Frequently asked questions
Can my crew see their jobs?
On the Team plan, invite crew as members so they can see and update assigned work in the shared workspace. ClientPlot is not a customer portal, and it is not a staff roster or route planner.
Does it handle payments or invoicing?
No. It tracks customers, jobs and follow-ups. Pair it with whatever you use to invoice, and attach invoices to the customer so nothing gets lost.
Does ClientPlot send email reminders?
No. ClientPlot does not email you when a follow-up comes due. Set a follow-up date and it appears on the Today view when it is due. You still send the email or make the call.
Is it complicated to set up?
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.
Run the whole week from one screen
Customers, jobs and follow-ups in one place. Free to start.