Recurring work gets messy
When contracts, frequencies, and special instructions are scattered, service quality becomes inconsistent.
For Cleaning Services
Keep every cleaning job organized from quote to visit.
SmartOps helps cleaning businesses manage CRM pipeline, recurring contracts, staff assignments, shift records, service issues, surveys, invoices, renewals, and dashboards from one connected operating system.
Site schedule visible
Today’s cleaning visits, assigned teams, and service status are easy to review.
Complaint tracked
Client issue logged and assigned with clear follow-up notes.
Surveys & quality
Capture client surveys, service feedback, and issue follow-ups in one place.
The Problem
Where cleaning businesses lose visibility.
Recurring service businesses need more than a calendar. They need clean visibility across sales, service quality, team assignments, and client retention.
Team assignments change constantly
Managers need a clear way to connect sites, teams, shift records, and service completion.
Complaints stay informal
Without a structured system, service issues and callbacks get lost in chats and phone calls.
Feedback is never centralized
Quality checks and surveys often happen, but the results never make it into one usable dashboard.
Workflow
From quote to recurring service delivery.
SmartOps helps cleaning businesses connect business development with day-to-day service execution.
01
🎯
CRM pipeline
Lead captured and site walkthrough scheduled
02
📄
Contract setup
Recurring service terms and frequency confirmed
03
👥
Team assignment
Cleaning team and site responsibilities assigned
04
🕒
Shift record
Service visits tracked by date, location, and status
05
🧪
Quality review
Site checks and improvement notes recorded
06
⭐
Survey
Client feedback collected and follow-up triggered
07
🔁
Renewal
Renewal reminders and account review tasks created
Solutions
What SmartOps manages for cleaning services.
SmartOps gives cleaning businesses one system for sales, recurring operations, service quality, and client retention.
CRM pipeline
Track leads, site assessments, quotes, tasks, and follow-ups before they go cold.
Recurring contracts
Store service frequency, site instructions, contract dates, and renewal windows.
Site & team assignments
Connect client locations, cleaning teams, and operational ownership in one place.
Shift records
Track service visits, assigned staff, completion status, and visit history by location.
Quality checks
Record service reviews, site notes, and quality follow-up actions after visits.
Complaint tracking
Log client concerns, assign owners, and track resolution with a clear timeline.
Survey
Capture customer satisfaction, issue feedback, and recurring service health over time.
Dashboards
See contracts, visits, complaints, surveys, and account health in one dashboard.
Outcomes
What cleaning business owners gain.
The right system helps owners spend less time chasing updates and more time protecting service quality.
Service consistency
Clear contracts, shift records, and site notes help teams deliver more consistently.
Client accountability
Complaints, surveys, and follow-up actions are visible instead of buried in chats.
Better oversight
Owners can see recurring work, team activity, and account health without manual reporting.
Pricing
Simple pricing with a path for custom builds.
Start with SmartOps Core on our own platform, choose a Salesforce build when you need deeper customization, or request a custom quote for integrations.
SmartOps Core
Our own business operations system for shift-based teams that want one place for clients, staff, shifts, payroll, invoices, reports, and tasks.
$199setup
then $99 / month — includes 2 admin users + up to 20 employees
- ✓Accounts, contacts, leads, and pipeline tracking
- ✓Employees, shifts, assignments, and employee portal
- ✓Payroll review, invoices, reports, and dashboards
- ✓Auto-generated tasks and follow-up reminders
- ✓Industry terminology and modules configured for your team
Best starting option for most small businesses. Extra users, advanced modules, and paid integrations can be added as your business grows.
SmartOps Salesforce Build
For businesses that want SmartOps built directly inside Salesforce with custom objects, automations, reports, dashboards, and admin support.
$800setup
then $250 / month — support, admin help, and small changes
- ✓Salesforce-based CRM and operations configuration
- ✓Custom fields, objects, flows, reports, and dashboards
- ✓Best if you already use Salesforce or need it as your source of truth
- ✓Monthly support, improvements, and workflow adjustments
- ✓Salesforce licenses are separate and purchased directly
This option is best when Salesforce is required or when the business needs deep CRM customization.
Custom Build & Integrations
For businesses that need third-party tools connected, advanced workflows, or a custom version of SmartOps built around their process.
Quoteafter demo
Scoped once we understand your current systems
- ✓QuickBooks, Connecteam, JotForm, website forms, or API work
- ✓Advanced automation and custom dashboards
- ✓More complex role-based workflows
- ✓Industry-specific workflows, field sets, and modules
- ✓Quoted clearly before any custom work begins
Already using other tools? SmartOps can work alongside them first, then connect integrations when the business is ready.
Book a Demo
See SmartOps running your workflow — live.
We will walk through your current process, show where SmartOps fits, and outline what setup would look like for your business.
- ✓Focused on your real workflow, not a generic sales pitch
- ✓We review CRM pipeline, operational tracking, and reporting needs
- ✓You leave with a practical implementation direction
Request your free demo
We will reply within 1 business day. No obligation.
FAQ
Questions cleaning service owners usually ask.
SmartOps helps cleaning businesses organize recurring contracts, site visits, staff assignments, complaints, surveys, shift records, and dashboards.
Can SmartOps track recurring cleaning contracts?
Yes. SmartOps can track client sites, contract dates, service frequency, special instructions, renewal dates, and follow-up tasks in one place.
Can I track cleaner assignments and service visits?
Yes. SmartOps can track shift records or service visit records connected to the client, site, assigned team, date, status, and service notes.
Can clients submit complaints or service issues?
Yes. Client complaints can be captured, assigned, followed up, and resolved with notes. This helps your team avoid losing issues inside calls, texts, or email threads.
Can SmartOps help with quality checks and surveys?
Yes. SmartOps can track surveys, quality follow-ups, client satisfaction, and service feedback so owners can see which accounts are healthy and which need attention.
Do I need to replace my current scheduling or accounting tools?
No. SmartOps can work alongside your current tools. If you use QuickBooks, Connecteam, spreadsheets, or forms, we can decide during the demo what should stay separate and what should be connected.
Is SmartOps only for large cleaning companies?
No. SmartOps is best for growing cleaning businesses that need better structure around leads, contracts, recurring work, client issues, surveys, and reporting.