Cleaning Services
Cleaning Services: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- The contracted frequency is not compared with the cleaning actually performed.
- Crew and shift assignment stays on paper, so absences are spotted late.
- Consumables (chemicals, paper) are booked to overhead rather than to the customer.
- Without quality-inspection records, customer complaints cannot be evidenced.
Workflows
From contract to shift
- The customer contract is opened with frequency, area and crew size.
- The shift roster is built from staff and hours.
- Visits actually made are compared with the contracted frequency.
Consumables and quality
- Chemicals and consumables used are posted to the customer contract.
- The quality-inspection form is attached to the visit record.
- When a complaint is opened, the related visit and inspection records are pulled up.
Documents
- Service agreement
- Shift roster
- Visit record
- Quality inspection form
Reports
- Contracted versus actual frequency variance
- Staff attendance status
- Consumable cost by customer
- Complaint and inspection history
Metrics
- Contract fulfilment rate
- Profit per customer
- Staff absence rate
- Complaint resolution time
Compliance
- Business opening and operating permit
- Biocidal product usage record
- Occupational health and safety records
Glossary
- Period
- Service frequency defined in the contract
- Visit record
- Evidence of the service actually performed
- Shift roster
- Plan that binds staff to hours
- Quality inspection
- Check record tied to a visit
Frequently Asked Questions
Can I track the contracted frequency?
Yes — planned frequency and actual visits are compared and the variance is reported.
Can I keep the shift roster digitally?
Yes — staff and hours are bound to the roster and absences show on the same screen.
Can I charge consumables to the customer?
Yes — chemicals and consumables used are posted to the customer contract and enter cost.
Can I close a complaint with evidence?
Yes — the complaint is tied to the related visit and quality-inspection record.
Can I see profit per customer?
Yes — contract revenue is compared with staff and consumable cost at customer level.