Home & Field Services · Cleaning Services
Every site runs on its own cleaning cadence, until someone forgets to check it.
We build the plan board that tracks weekly, biweekly, and monthly visits per site, hands reschedules to an agent so nobody has to pick up the phone, and turns a one-off deep clean into a priced quote before the crew leaves.
Recurring plans · 4 sites
Add-on queue
Plan updated · Birch Street Clinic moves from biweekly to weekly starting Jun 19
Sample sites shown here. Cadence and names are illustrative.
The board at a glance
sites running their scheduled cadence without drift
date swaps closed without a call to the office
one-off requests priced before the crew leaves the site
entry codes and notes current for the assigned cleaner
Where it slips
Where recurring plans quietly slip
A biweekly plan that quietly becomes "whenever we get to it" is a plan the client notices before you do.
Every date swap that has to go through a call is a call the office has to remember to make back.
A deep-clean request mentioned in passing gets lost somewhere between the visit and the invoice.
Sending someone unfamiliar with a site's access notes costs time at the door before the vacuum starts.
A skipped plan day with nothing raised looks fine on the calendar and terrible to the client.
Homes and offices on the same board need different notes, hours, and access rules to avoid colliding.
The plan board
What runs on the plan board
Recurring-plan scheduling
Weekly, biweekly, and monthly cadences run themselves once a site is on the board, with the next visit always a click away.
Cadence rules · Auto-repeat · Skip/pause · Plan history
Cleaner assignment
Cleaners match to sites by area, cadence, and who already knows the property, so a substitute starts with the full picture.
Area match · Skill fit · Load balance · Substitute notes
Add-on quoting
A deep clean, carpet job, or move-out request gets priced from a standing catalog and folded into the next visit.
Instant pricing · Attach to plan · e-Sign · Deposit
Reschedule handling
Date-swap requests are checked against real cleaner availability and confirmed by text, and the plan updates itself going forward.
Availability check · Text confirm · Cadence carries over
Runs quietly in the background of every plan, with nothing extra for the office to check.
Access & keys
What every cleaner sees before they knock
Lockbox & key codes
Entry codes and lockbox locations are logged per site and shown only to the cleaner assigned to that visit.
Alarm & entry windows
Alarm codes and approved entry windows travel with the plan, so a substitute cleaner gets in on time.
Pet & property notes
Notes on pets, fragile areas, or off-limit rooms show up automatically before the crew walks in.
Arrival notice
A text goes to the site contact the moment the cleaner checks in. No phone call, no guessing.
Reschedule · Alden Family Home
Flagship · the reschedule
One date swap, carried through the whole plan
A reschedule moves more than one visit. The agent checks the assigned cleaner's real availability, confirms the new time by text, and shifts every future occurrence on that cadence, including the ones the client never mentioned.
Before
- Wednesday, 9:00 AM, every other week
- Tomas assigned
- Access code emailed once, by hand
After
- Thursday, 9:00 AM, every other week
- Tomas still assigned, availability matched
- Access code carried over automatically
The quality check
What gets verified before the crew leaves
Photo confirmation logged at the end of every visit
A site-specific checklist runs room by room
Supply and equipment notes flagged before the next visit
Any skipped task is raised to the office the same day
The add-on
One-off jobs, priced without a callback
Post-renovation deep clean
A full top-to-bottom pass once construction or renovation dust has settled.
Move-in / move-out clean
Every surface, inside cabinets and appliances, ready for the next tenant or owner.
Carpet & upholstery
Steam or dry treatment scheduled alongside a regular visit, in the same trip.
Window & exterior glass
Add it to any plan visit, or book it as a standalone one-off.
What changes
What changes once the plan runs itself
Plans that hold their cadence
Weekly, biweekly, and monthly visits stay on schedule without anyone checking a spreadsheet.
Reschedules without phone tag
Date swaps get confirmed by text and folded back into the plan automatically.
Add-ons that turn into revenue
Every deep-clean mention becomes a quoted, scheduled line item before it can turn into a forgotten note.
One board, every property type
Residential and commercial sites sit on the same view, each with the notes it actually needs.
See a plan update itself, end to end
Point the agent at one real site on your books and follow what happens when a client asks to swap a Wednesday for a Thursday: the cadence, the cleaner assignment, and any add-on quote, all adjusting together.
The wider trade
Built the same way for other crews
Questions
Common questions about the plan board
How does the recurring plan actually work?
Each site is set to a cadence (weekly, biweekly, or monthly) and the board keeps generating the next visit, tracking last cleaned and next due, without anyone re-entering the schedule.
Can a client move their date without calling us?
Yes. A reschedule request is checked against the assigned cleaner's real availability, confirmed by text, and the cadence carries forward from the new date.
What happens to access notes and key codes?
Lockbox codes, alarm windows, and property notes travel with the plan and only surface to the cleaner assigned to that specific visit.
How are one-off deep cleans and add-ons handled?
A deep clean, carpet job, or move-out request gets priced from your catalog on the spot and attached to the next visit or booked as its own job.
Does this work across residential and commercial sites?
Both sit on the same board with the notes, hours, and access rules each site type actually needs, so nothing gets applied where it doesn't belong.
Related services
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