Customer management for cleaning businesses
Keep clients, contacts, and properties organised. Link properties to customers and build invoices with everything tied to the right client.
Customer database
Keep all your clients in one place — company name, primary contact, email, phone, and billing address. Everything you need, organised and searchable.
Link properties to customers
Assign properties to customers so every job, invoice, and report is tied to the right client automatically.
Per-customer invoicing
Group jobs and charges by customer. Build invoices with all their cleaning jobs, linen charges, and custom items in a single document.
Contacts & relationships
Track the primary contact person for each customer — property owner, property manager, or accounts team — so you always know who to reach.
Contact details at a glance
Email, phone, and billing address are always one click away. No more digging through emails or spreadsheets to find client info.
Active & inactive status
Mark customers as active or inactive without losing their history. Keep your client list clean while preserving past jobs and invoices.
Frequently Asked Questions
Can I link multiple properties to one customer?
Yes. Each customer can have multiple properties assigned to them. Jobs, invoices, and reports are all tied back to the customer automatically.
Can I track a separate contact person from the customer name?
Yes. Each customer has a company name field and a separate primary contact name, so you can distinguish the business from the person you deal with.
Does customer data integrate with invoicing?
Yes. When you create an invoice for a customer, their name and billing details are populated automatically. All their jobs and linen charges are available to add.
Can I keep old customers without cluttering my list?
Yes. Mark customers as inactive to hide them from your active list while keeping their full job and invoice history intact.
Ready to simplify your cleaning business?
Start your free trial today — no credit card required.