Cleaning CRM and job management
Know which enquiry became which clean, who did it and what it earned.
Cleaning business CRM from first enquiry to payment: quote deep cleans and contracts, plan the work, record staff hours and build the invoice from what happened.
No card · Whole crew included · Cancel anytime
For cleaning businesses with one-off, contract and repeat work.
Leads and quoted scope
Keep the customer, site, requested clean and accepted price together.
Staff and schedules
Plan deep cleans, regular sites and cover without rebuilding the day in group messages.
Hours, invoices and profit
Recorded time and site detail support the invoice and a clearer view of the job.
Specialist restoration, industrial or regulated cleaning can have compliance needs JobDiary does not replace.
From enquiry to clean to paid.
Record the lead and site
Customer, address, approved access details, requested work and next action.
Quote the scope
Price a deep clean, one-off job or contract and keep the agreed detail attached.
Create and schedule the work
Assign the right staff and plan it beside the rest of the business.
Give the cleaner the site record
The work detail and approved access instructions in a focused field view.
Record what happened
Completion, hours, notes and photos where they settle a question.
Invoice and review
Build the invoice from completed work and use the recorded time to review the result.
Cancellations, no access and staff cover.
Cleaning schedules break on access and absence. Each change needs to stay visible before the invoice goes out.
- Record no access against the work so the customer history is clear.
- Move a cancelled visit without losing a contract pattern.
- Reassign work and keep the hours with the person who completed it.
- Payment
- Photo
- Hours
Job notes
Full clean, both floors. Oven this visit. Keys in the lockbox.
Mark job done
- 7 The GreenDone
- 23 Seabury DriveDone
- 9 Brookfield LawnIn progress
- 12 Castle ParkNext
- 31 Church RoadScheduled
- 18 The RiseScheduled
- 08:307 The Green€30Done
- 09:1523 Seabury Drive€30Done
- 10:009 Brookfield Lawn€35In progress
- 11:0512 Castle Park€45Next
The cleaner needs today's sites and the agreed scope.
- One-off and regular work in a focused field view.
- Clock on and off against the actual job.
- Photos and notes on the work when something needs recording.
Product screens use demonstration data.
Make the invoice match the completed work and recorded hours.
When the quote, clock, completed work and invoice share a record, the office can answer a query and review job profit without reconstructing the month.
Card payments run through your own Stripe account. Reminders can run at day 3, day 7 and day 14.
- Payment
- Photo
- Hours
Job notes
Full clean, both floors. Oven this visit. Keys in the lockbox.
Mark job done
Product screens use demonstration data.
This CRM grew inside a real Co. Louth trades operation.
Gardening Services Dundalk is the operating basis of JobDiary. Leads, quotes, jobs, projects, field records, invoices and reports were shaped by real work, not a feature list.
- Early records
- 472 jobs
- Field use
- 2 vans
- Since
- 2025
30 days free · No card · Cancel anytime · Free data export
Relevant cleaning reading
How to handle commercial cleaning site handovers
A commercial-cleaning site handover should preserve the agreed service, access arrangements, current exceptions and what the covering team must return.
Read the guideHow to track extras on a cleaning contract
Track cleaning-contract extras as requests and agreed additions, with a separate record of completion and billing outcome.
Read the guideManaging a small trade crew without becoming its help desk
Manage a small crew by giving people the information and authority needed for their work, while keeping exceptions visible to the owner.
Read the guideGetting paid guides
Reminders, invoices and part-payments.
Read the guidesRunning the round guides
Recurring jobs, weather and routes.
Read the guides
Cleaning questions
Can JobDiary manage one-off deep cleans and recurring sites?
Yes. Both can sit in the same CRM beside leads, quotes, customers, staff, invoices, payments and reports.
Are staff hours tracked against each clean?
Yes. Staff can record hours against the work, helping the office compare the site record, invoice and job result.
Where do access instructions live?
On the site and work record for approved staff. Do not store sensitive credentials unless your own security policy permits it.
What if the cleaner cannot get in?
Record no access against that work. The reason stays in the customer history and guides rescheduling and invoicing.
