Why track the service type separately?
Because the work is different. A weekly regular clean is a standing job; a move-out deep clean happens once; a monthly commercial cleaning is on its own cycle. Tracking them separately keeps the schedule coherent.
How are access details managed?
The property record holds access instructions — key locations, gate codes, security details — so crews do not have to call every time or waste minutes figuring out how to get in.
Can it track special cleaning requests?
Yes — allergy information, areas to avoid, special equipment, and notes from previous visits stay on the record so every crew knows the property's quirks without being told.
Can I import my existing clients?
Yes. You can move existing customers and history into the free CRM foundation and keep working; phone, AI Receptionist and other paid operating capabilities are added through Business Core when you need them.
Does it help track crew performance and client satisfaction?
Yes — the photos and service notes from each visit build a history you can review. You can see which crew does the best work on which property types and track client feedback over time.
Is the cleaning CRM really free?
Core is $0 forever for CRM, customers and jobs, a basic pipeline, basic booking and calendar, and one production employee. Business phone and AI Receptionist start with Copper.
Can one record hold both a home and an office?
Yes. A residential client and a commercial site sit in the same client list, each with its own frequency, checklist, access rules and contact, so you never keep two systems for two kinds of work.
What happens to the record when a client skips a visit?
The skipped visit is written on the property's history with the reason, and the standing plan stays in place for the visits after it. Later you can see how often a client skips and why.
Where do before and after photos live?
On the visit, inside the property's history. If a client says a room was missed, you open that visit and look at the photos instead of arguing from memory.
Can I log a re-clean request?
Yes. Record it against the visit it came from, with the room and the crew. The history then shows whether re-cleans cluster around one property, one checklist or one crew.
Does it set my prices on its own?
No. Pricing stays your call. You type in what you quoted the client, and the figure sits on the property next to the visits it covers. Nothing in the CRM works out a rate for you.
How do I keep a new quote request from getting lost?
A request for a new property is kept as a lead with its address, the kind of clean asked for and any walkthrough you offered. When the first clean is booked it becomes a client with the rest of the record filled in.