TRADES & HOME SERVICES
Cleaning CRM — quotes, regular clients and commercial contracts
Quote on site instead of over the phone, hold a stable round, and keep commercial contracts with cover and paperwork.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“A price was given over the phone and the first clean took three times as long.”
- 02
“A good client quietly stopped and nobody knows why.”
- 03
“Someone was sick, nobody covered a commercial site, and that was the start of losing it.”
THE SYSTEM
The cleaning system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Leads & Quotes
- Regular Clients & The Round
- Commercial Contracts
3 forms
- Tell us what you need cleaned
- End of tenancy clean
- How did we do?
2 booking links
- Book a walk-through (30 min)
- Commercial site walk-through (60 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to callback
- walk-through booked
- first-clean pricing is a stage task with the reason attached
- won moves them onto the round
THE INSIGHT
“Cleaning clients almost never complain — they just quietly stop. The "how is it going, honestly?" email at two weeks is in here because that single question keeps more clients than any amount of quality control. **CTA** · See how a cleaning business runs on it **Meta** · *Cleaning CRM Software for NZ Cleaners | Penguin Pilot* — Quote on site, price the first clean separately, and catch a client at week two rather than losing them at month three. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.