Customer management for cleaning businesses
Shinivo connects each customer to their properties, quotes, cleaning visits and payments. Keep the details you need for the next clean alongside the history of the work you have already done.
Built for: Residential cleaning owners who need more than a list of names and phone numbers, whether they clean alone or assign work to a team.
No card required. The trial includes Team features.
One customer can have more than one home. Keep contact details with the person and parking, pets, supplies and cleaning instructions with the right property. A change to one home should not become an instruction for every address.
A quote explains the proposed cleaning. The booking keeps the accepted service and price, while approved extras stay attached to the visit they affect. You can look back at what was agreed instead of reconstructing it from messages.
The job brief carries the current home instructions, checklist and assignment. Cleaners see relevant notes from their own previous visits. The owner can review the wider customer and property history when deciding what the next visit needs.
Recurring schedules, completed jobs and payment records answer different questions. Keep them connected so you can see when the customer is due again, what work was completed and what remains unpaid.
Review recorded customer communication and email follow up alongside the work. Customer preferences and the current visit state guide automated messages. This history is not a promise that every conversation in an outside inbox is imported.
Preview a supported customer CSV before importing it. Start with accurate names and contact details, then review property instructions and upcoming work. A clean starting record is more useful than copying outdated notes into every new booking.
Add the customer's contact details and the property you clean. Put specific instructions with that home, and check that they are still current before the next visit.
Create a booking or recurring schedule for that property. Assign the cleaner and keep the agreed scope, extras and price with each visit.
After the clean, review completion, selected photos, messages and payments. Use the record to prepare the next visit or answer a customer question.
Straight answers
CRM means customer relationship management. For a cleaning business, it should connect customer contact details with the homes you clean, their instructions, appointments, quotes and payment history. Shinivo combines these records with the work schedule.
Yes. Pro includes customer and property records, bookings, recurring clients, quotes, payments and basic staff assignments for up to 3 active people, including the owner. Pro costs $29 per month.
Yes. Keep separate property records under the customer, so the right address and home instructions stay attached to each cleaning.
A spreadsheet can hold a useful contact list. Shinivo connects that customer to the actual booking, recurring schedule, property instructions and balance, so those details do not have to be maintained as separate lists.
Yes. Customers use a private link to see the booking and the actions your business makes available. Requests that need approval remain pending until you review them.
Keep the regular schedule while handling changes to individual visits.
Show your prices, available times and payment terms before customers book.
Plan work around visit length, available hours and cleaner assignments.