Every client in its place, entered once.
The record of the people and businesses you serve: private and business clients, phone, email and the linked sites. Enter the client once, then find them everywhere without ever retyping.
- Just a name to get startedPhone, email, VAT number and sites can be added when you have them.
- New jobs start from the recordTap “Schedule job” and the client is already picked in the form.
- Who owes you, client by clientCompleted jobs not yet paid, with those past 30 days at the top. Only you see them.
20 minutes, on your own data.
Every client scattered across three places.
The phone number is in your contacts, the address in a chat, who still owes you in a notebook.
When a client rings to move the clean, you piece it all together while they wait on the line.
With CleanFlow every client has one record: contacts, sites, upcoming jobs, history and what's still to be paid.
From the record to the first job.
Create the record
Private or business, then the name. Phone, email, address, VAT number and notes whenever you have them.
Link their sites
Every place you work at for them, with the address and how to get in.
Schedule from the record
“Schedule job” opens the form with the client already picked: all that's left is the site, the date and who's going.
Keep an eye on the money
Upcoming jobs, history filtered by period and, for you only, what's still to be paid.
Unlimited clients and sites, on every plan. Only the owner sees a client's money.
A client record, with the sums.
Example
Magnolia B&B has had three room turnovers at €80 each: two paid, one not.
In the “Outstanding” box on their record: €80 from 1 completed job, with the job's date.
That turnover was on 16 June, and on 16 July it still isn't paid.
After 30 days it becomes “Overdue” and moves to the top of the box.
Another turnover is scheduled for Friday; one from last week was cancelled.
Friday's is under “Upcoming jobs”; the cancelled one stays in the history and doesn't count towards the money.
What you stop keeping in your head.
- Hunting for a client's number through your chats.
- Retyping the address and phone number for every new job.
- Keeping a notebook of who still owes you.
- Piecing together what you did for a client when they ask.
The B&B, the gym, the lady upstairs.
Every client has their own record: private or business, phone, email. The number no longer lives in a WhatsApp chat or on a sheet. It's on file, and you get to it in two taps from your phone too.
- MBMagnolia B&BBusiness2 sites
- TBThe Bennett familyPrivate1 site
- FGFitZone GymBusiness2 sites
- MLMrs LambertPrivate1 site
- MLMarlow LegalBusiness1 site
Every client brings their places with them.
The rooms, the common areas, the apartment: the client's sites sit under their record, with address and access notes. When you plan, you pick the client and the right place is already there.
Magnolia B&B
Business · 2 linked sites
Magnolia B&B — Rooms 1-3
Magnolia B&B — Common areas
The client follows you into the schedule, the jobs, the history.
No duplicates, no “wait, is this the same client?”: the record is one, and every past and future job stays attached to it. Open the client and you know what you did for them, when, and who went.
On file
Magnolia B&B
Business · 07700 900403 · 2 sites
In the schedule
Magnolia B&B
Common areas · Common areas clean
In the history
Magnolia B&B
Rooms 1-3 · Check-out room turnover
What owners ask us about clients.
«I've got hundreds of clients in my contacts, I'm not retyping them all.»
You don't have to do it in a day. A name is all a new client needs: start with the ones you've got booked this week and add the others when they ring.
«Will the supervisor see how much each client pays me?»
No. Amounts, payments and the client's totals are for you only: the supervisor sees the records and the jobs, without the money.
«Will my cleaners see my whole client list?»
No. Cleaners see only the jobs assigned to them, with the client and site for that job. They can't open the client list.
Questions about clients.
Private or business, name or company name, VAT number, address, phone, email and notes, such as their preferences or how they pay. Only the name is required.
Yes, if you're the owner. At the top of the record you'll find revenue, outstanding and, if there is any, overdue, with the date of the last job and the next one. Revenue counts every job that isn't cancelled, scheduled ones included.
Yes: on the job you tap “Notify the client” and the confirmation message is already written. Send it by WhatsApp or email from your phone; you can change the wording in Settings.
As many as you like: clients and sites are unlimited on every plan.
Want to see it on your own data?
20 minutes, on your own data.