The Ultimate Guide to Selecting the Right Cleaning Company Software

Identifying Must-Have Features

What are the most important features to look for in cleaning company software? You absolutely need scheduling and calendar management, invoicing and payment support, client management capabilities, mobile accessibility, and reporting and analytics to make continual improvements.

#1. Scheduling and Calendar Management

When comparing software for cleaning companies​ , perhaps one of the most important features is offering scheduling options built into your website where potential customers can see your availability and schedule services in advance.

These features in software for cleaning companies​ calendars should tie two things like text and email confirmation sent to your customers as well as to you with real-time control over individual service providers so that you can make changes to who can be booked and who might be, for example, sick or on vacation.

With real-time availability, customers know when your cleaning company is available and when they aren't. 

#2. Invoicing and Payment Processing

The best cleaning company software​ will offer invoicing and payment processing with a range of payment options. 

When customers book, it is important that your cleaning company know they are getting paid. And that's where features like auto credit card hold can help, holding payment until the job is complete, ensuring you and the customer are both protected. 

As a customer builds their loyalty, give them the chance to get discounts, including referrals. Customers who need urgent appointments should be able to book them through your website with software that moderates pricing based on urgent appointments.

The best cleaning company software will give you a chance to upsell during checkout. As customers check out, you can use that as an opportunity to upsell through the booking form, providing things like gift card opportunities and additional services at a discount.

You should be able to create discount codes that are available across your marketing platforms and used on your booking form directly. 

On the back end, you should be able to set your sales tax depending on where a customer is. 

#3. Client Management (CRM Capabilities)

The better communication you have, particularly when it comes to bookings and other interactions with your website, the easier it will be to stay on top of things. This means looking for software that includes email and text notifications so you are always in the know. 

#4. Mobile Accessibility

With software for cleaning companies​, mobile accessibility is key. Any optimization and software features you build into your website need to work on mobile devices as the majority of people searching for your services will likely use mobile devices, as will your staff when communicating and interacting with the website on the back end.

#5. Reporting and Analytics

Equally important in the best cleaning company software​ is reporting and analytics. These features will provide you with key metrics that you can analyze to determine the efficacy of things like referral programs, loyalty discounts, or upselling during checkout.

Evaluating Cost, ROI, and Scalability

There are budget considerations for any cleaning company and finding software that is streamlined for increased productivity can free up budget elsewhere that might be better invested in your management software or in your marketing.

Always check on your return on investment, working with software for a short time frame to determine how well it is promoting your business. Be advised that new software or marketing promotions can take a few months before you see your return on investment, so be patient.

Remember, too, that good software should be scalable and flexible so that as your business grows or your services change you have the opportunity to change the software or make updates to the services you are using.

With the right software, you will have a team standing by and ready to help you with your setup and installation. 

If you have your own domain or website, make sure a tech team is there to point your domain to their hosting or install their booking form directly to your existing site. 

Focus on companies that understand the cleaning company industry in and out, and that offer simple sign-up processes and instant access.

Implementation and Best Practices

When it comes to implementation, some of the best cleaning company software will offer things like transition strategies to support you coming to their service as well as trial runs and free demos so you can get a feel for how everything works before fully committing. 

Trial Runs and Free Demos

Before you choose the software that your company will rely on to increase operational efficiency and scheduling, always take advantage of a trial run or a free demo. This will help you determine whether it has the features you need and how friendly the interface is for yourself and any of your employees. 

Transition Strategy

If you don't currently have a website, you'll want a platform that allows you to create local services on a website in a matter of minutes, including everything you need, like a calendar feature, real-time availability, auto credit card holds, and lead collection widgets.

Even if you already have a website or domain, you should be able to integrate those seamlessly with the software that allows customers to log into your portal and check the service providers who are assigned to their job, manage bookings, look for available jobs, and check for recurring availability. 

Employee Engagement

The right software will be something that your employees can engage with just as flexibly and easily as your potential customers. This is particularly important for cleaning companies that hire independent contractors, who need those contractors to be able to update availability in the scheduling and calendar features in real time, verify schedules through a mobile app while on the job, and communicate with clients through the website.

Continuous Improvement

As your company continues to improve its services and marketing, the software you choose should be prepared to help you in this endeavor, particularly when it comes to reviewing key metrics and offering built-in capabilities for advanced promotions.

Choosing the Right Cleaning Company Software: Final Thoughts

Overall, there are several benefits associated with investing in the best cleaning company software, from streamlined scheduling to transparent client communication, accurate billing, and data-driven decisions. The right decision can enhance your professionalism, efficiency, and profitability, so take time to work with software that gives you a trial run, helps you transition, and offers continuous support.