Client & site management

Keep every client, contact and cleaning site in one tidy, searchable place. Addresses, access notes, service history and preferences stay attached to the right site — so anyone on the team can pick up the work without hunting around for details.

How do you stop client and site details from going missing?

Every cleaning site gets one record: who to call, how to get in, what you agreed, and everything that has happened there since. Search by client, address or site name, and whoever picks up a shift at short notice sees exactly what you see, down to the note about the side door.

What you get

• Contacts and addresses in one record
• Full service history per site
• Searchable and always up to date

Where this shows up in your week

You take over three stairwells for a property manager who emails a different caretaker about each one. Instead of three threads and a note in somebody's phone, each stairwell becomes a site with its own contact, entry code and agreed standard — and the person covering a sick day sees exactly what you see.

A worked example

Anna covers Erik's Tuesday round for the first time. She opens the site, sees the door code, the note that the bin-room key is on the blue fob, and last week's photos. No call to the office, no guesswork — she is inside in under a minute.