Cleaning is a repeat-business model, which means the value is in the record: who, where, how often, what they prefer and whether they have paid. ProPortalBusiness keeps all of it in one customer record instead of a messages thread.
No card. Free to start — 3 clients.
Each customer keeps their address, access notes, preferences and full visit history. Recurring invoices keep the money side predictable, and payments are recorded against the customer automatically.
Plan which cleaner is where with staff rotas, and keep a record of the week that was actually worked rather than the one that was planned.
Every customer record carries marketing consent status, the date, source and method of consent, and a change history — with separate preferences for email, SMS and telephone.
Free includes 10 invoices a month, projects, time tracking and 2 contracts with e-sign. Pro adds unlimited use, full portal branding and accountant access.
