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Feature

Order Management

View, filter, assign, confirm, reschedule, and complete every job from one screen.

Manager reviewing the day’s jobs on a monitor

An order is the heart of the job: the customer, the address, the service, the price, the cleaner, and the status. The Cleaner CRM keeps all of it in one record and one list you can slice any way you need - by day, by area, by cleaner, by status.

In the product

What it looks like day to day

A quick look at how this shows up in the dashboard. In a walkthrough we run it against your own jobs and data.

Capabilities

What order management covers

One list, filtered your way

Filter by date, area, service, cleaner, or status. Save the views your team checks every morning.

Assign and reassign

Match a job to an available cleaner by area and slot. Reassign in seconds when plans change.

Confirm and reschedule

Send confirmations, move a job to a new slot, and keep the customer and cleaner in step.

Complete with proof

Mark a job done, attach before/after photos, and feed it into revenue and activity reports.

Prices and add-ons per job

Base service plus add-ons, with the total carried through to the invoice.

Full history on every order

Every change to an order is recorded - who made it and when.

How it works

Four steps

  1. Create

    From a converted lead or a direct booking, with price and address set.

  2. Assign

    Give the job to a cleaner by area, slot, and availability.

  3. Confirm

    The customer and cleaner get the details; changes keep everyone in sync.

  4. Complete

    Mark done, add photos, and the job flows into reporting and invoicing.

What changes

Why it matters

No double-booked slots or forgotten jobs
A morning view of exactly what is happening today
Completed jobs that reconcile against revenue
FAQ

Common questions

Can we bulk-reschedule around a bad-weather day?
Yes. Filter to the day or area, move the jobs, and confirmations go out with the new times.
Do cleaners see the full customer record?
They see what their role allows - usually the job, address, and access notes, not pricing or the full history.

See order management with your data

Book a 30-minute walkthrough and we'll run this feature against your own jobs, then talk pricing and migration.

Book a Demo