Cleaning CRM
A cleaning CRM is a customer relationship record connecting contact details, saved homes, service history, notes, and referral sources. Turn scattered emails and sticky notes into a dependable system of record.
Try TidyOps freeThe Reality
Client preferences and history get lost in text messages, notebooks, and individual employee memories. When a customer calls with a question, it takes too long to find their file.
The TidyOps Workflow
Customer profiles bring together contact details, saved homes, booking history, internal notes, tags, referral source, reviews, promotion use, and communication records. Search the customer list by name, email, or phone, then open the record your team needs.
In Practice
Service History Review
Review recent bookings, dates, services, confirmation codes, totals, and recorded status from the customer record.
Centralized Context
Maintain internal notes and tags alongside saved-home details, including pet and property information.
Source Tracking
Record and filter by a customer’s referral source to understand where inquiries originated.
Concrete Capabilities
- Customer searchSearch the customer list by name, email, or phone and narrow it with recurring, tag, and referral-source filters.
- Relationship summarySee booking counts, lifetime value, average rating, recurring status, promotions, and available payment summary.
- Connected recordsReview saved homes, booking history, reviews, and location-wide communication events from one profile.
Frequently Asked
What can I store on a customer record?
Customer records support contact details, internal notes, tags, referral source, saved homes, booking history, promotion use, reviews, and communication history.
Can I see past jobs for a client?
Yes. The customer detail view includes a paginated recent-booking history with service, date, confirmation code, total, and status.