Start with the handoffs that cost you time
A cleaning job is more than an appointment. The office agrees the scope, a crew needs the right site instructions, and someone must check the charge when the work is complete. RUNLY connects these records so each person can see the next step.
- Keep customer accounts and individual sites connected.
- Prepare proposals and retain the accepted commercial scope.
- Plan service visits and give assigned staff access to the work.
- Review billing and record payments against invoices.
A recurring-cleaning example
Imagine a team servicing an office every week with monthly billing. Record the customer and site, agree the scope, configure monthly billing and plan each Service visit with its crew. The current recurring maintenance and inspection settings use month-based intervals; this example does not imply automatic weekly visit generation. This is an illustrative example, not a customer testimonial.
When the plan changes
A rescheduled visit should stay connected to the original work. RUNLY supports service-visit cancellation, reassignment and rescheduling with recorded reasons. A return visit can remain part of the same work order. Staff still review exceptions; software does not decide what a customer should be charged.
Understand what the job costs
Recorded labor and materials support direct-cost and margin reviews. Owner reports connect invoiced sales, collections and receivables. A direct-cost margin is not a complete business profit calculation: overhead, tax and other costs may need separate treatment.
Choose by fit, not a longer feature list
RUNLY is worth evaluating when quotes, recurring work, field records and billing need to stay connected. Demonstrate your actual process before committing. Ask specifically about recurring appointment rules, client communications, migration and crew access. Route optimization, automatic customer reminders and online card collection should not be assumed.
What to bring to a demo
Bring one recurring contract, one one-time clean and one exception such as a cancelled visit. Use sample data. We can walk through the handoffs and discuss onboarding and commercial terms for your team.
See whether RUNLY fits your business
We’ll walk through the work that matters to you and discuss the scope of onboarding.
Request a demo