Customers and leads for your cleaning business
Gate code, pets, the product a customer doesn't want used at home: it all stays on the customer's record.
Everything about the customer in one place
Record the customer's details, address, requested changes and the notes your team needs to know. With everything on record, every visit goes the way you agreed, without relying on anyone's memory.
From lead to customer
A lead is someone who showed interest in your service but hasn't hired you yet. In Maid Planner the path follows five steps:
- receive the lead;
- convert them into a customer;
- schedule the service;
- assign it to a team;
- get paid.
Before converting, you can send an estimate built with Estimaid.
Bring your list from Excel
Already have your customers in a spreadsheet? You can import them from an Excel file. And whenever you need it, you can download a spreadsheet with all active and inactive customers.
Customer login
When customers book, they create an account with their own login and password. They can update bookings and create new ones without texting you.
A review request after every visit
At the end of every job, the customer gets a satisfaction survey. You follow quality and each team's performance over time. See how it works in notifications and reviews.
Frequently asked questions
Can I import my customers from a spreadsheet?
Yes. You can import your customer list from an Excel file, and you can export a spreadsheet with active and inactive customers.
What is the difference between a lead and a customer?
A customer has already hired you. A lead hasn't hired you yet but showed interest and could become a customer.
Can customers update their bookings on their own?
Yes. When they book, they create an account with a login and password and can update bookings and create new ones.
Related pages
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