One customer, one reliable work history

Residential cleaning creates many small handoffs. A customer changes a date, a different cleaner takes the visit, or a deep clean needs a different scope. Keep the customer, site and work record connected so changes do not depend on finding an old text message.

Separate regular service from extra work

A regular maintenance clean and a one-time deep clean should have clear scope and pricing. Use the proposal and service records to distinguish what was agreed. Review additions with the customer rather than quietly changing the original charge.

Walk through a fortnightly client

In this illustrative example, a customer receives a clean every two weeks. Record the site, agree the recurring service, and review the due work before assigning a visit. If the customer asks to move a visit, reschedule that visit and retain the reason. Review the recurring schedule separately so the change does not accidentally redefine the whole agreement.

Make the next visit easier

Assigned field staff can access the work context and retain notes and photos as permitted by their role. Site history helps them understand earlier work. Only record customer information you need, and give staff access appropriate to their responsibilities.

Know what still needs billing

Finishing field work and collecting money are separate steps. Review the service charge, issue the appropriate invoice, and record payments received. Do not assume that completing a visit automatically charges a customer’s card.

Test your scheduling requirements

Before choosing any system, demonstrate your preferred repeat interval, holiday exception, cancellation and crew substitution. Confirm notification, route-planning and payment requirements during evaluation; RUNLY does not promise those integrations on this page.

See whether RUNLY fits your business

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