Structure complex accounts
Commercial work often means multiple properties under one billing contact. Keep customer records, service locations, and visit history organized so your office team answers questions in seconds — not after searching inboxes.
- Customer directory with property addresses
- Quotes with detailed line items per scope
- Visit history and proof-of-service photos on Business+
Schedule crews across sites
Assign teams to recurring janitorial routes and one-off projects. Field employees see their day on mobile-friendly views and can record payments or completion notes on site.
- Recurring rules for contract frequencies
- Employee filters on calendar views
- Field check-in and visit completion workflow
Set up recurring cleaning schedules →Close the month with clean books
Commercial operators feel AR pain at month-end. Clean Scheduler gives bookkeepers collections reports, payment audit workflows, bank deposit matching, and payroll exports on higher tiers.
- Outstanding invoices and collections reports
- Payment audits for check and cash collections
- Payroll export for ADP, Gusto, and QuickBooks (Business+)
Month-end close guide →