Software for house cleaners
Remember the home behind the next cleaning request.
The customer may want the same clean as before, with the oven added and a different arrival arrangement. A useful cleaning business CRM makes those distinctions easier to recover. Microtra keeps customer and property context with the work and its documents, helping you discuss a return visit from a shared record rather than a scattered message history.
Make room for the real work.
- Regular maintenance clean
- First deep clean
- Move-out cleaning
- Kitchen and oven add-on
- Guest-ready home preparation
- Cleaning after a small renovation
- Return visit with revised room scope
How it works.
Keep the customer and property distinct
Cleaning setup uses Customer, Job and Properties. Save the billing contact and connect the home where the work happens, especially when a client arranges cleaning for a relative or another address. Record practical access preferences carefully and confirm changes directly. Avoid placing unnecessary personal or security information in general notes simply because it may be convenient.
See the clients featureDescribe the clean this customer agreed to
Use tasks and notes to identify included rooms, surfaces and requested extras. Distinguish routine maintenance from a first deep clean, and specify whether inside appliances, interior windows or linen changes are part of the visit. A useful record lets the next worker understand the scope without assuming every customer receives the same service.
See the jobs featureReview the relationship before changing the visit
Check earlier estimates, invoices and payment history when the customer requests an added task or a different frequency. Discuss the effect on time and price before confirming. You arrange repeat visits yourself; use the work context to decide whether the existing slot still fits a larger kitchen clean or an extra occupied room.
See the clients featureLeave the next conversation a reliable starting point
Update what was delivered and what remains to be agreed, then prepare the invoice with specific service descriptions. Share its PDF from your device and record payment received through your established method. Keep a follow-up task for an unfinished request so it does not vanish when the current cleaning visit is closed.
See the invoicing feature
What is still on the way.
The client portal, public online booking and automatic service reminders are coming soon; arrange and confirm cleaning visits directly.
Useful answers.
Can I keep more than one home under a customer?
Contact records support multiple sites and linked property records. Choose the relevant location for each clean and confirm the billing and access arrangements when a customer manages several homes.
What is useful to save between regular visits?
Keep the agreed room scope, practical preferences and unresolved requests clear. Recheck information that may change, and avoid assuming a previous visit's extra task has become part of every future clean.
Will the app run a rebooking campaign?
This page describes records, work and financial history. Automatic service reminders are coming soon; manage repeat-visit conversations through your normal customer channel.
Can a cleaner have restricted access to customer notes?
Finer role-based access is coming soon. Business members can read and write business records, while settings and team administration require owner or All Access permissions, so choose what you record with that access model in mind.
Keep exploring.
Software for small business
Keep your house cleaning day connected.
Keep client details and the work behind each visit together in Microtra. Start your 14-day free trial. No card needed.
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