Keep every quote, room, stain note and repeat visit on one record per customer.

A carpet cleaning company sells a result that the customer judges on the day. The price depends on area, fibre, soiling and access, and the work depends on a crew arriving with the right machine and the right product.

Most firms run this from a phone, a van diary and a notebook of stain treatments. The software keeps the lot together. The requirements workshop walks one customer through your books, from first call to the next due reminder.

The call comes from a homeowner, a landlord, an agent, an office manager or a hotel. The office asks for rooms, approximate area, carpet or rug type, pets, stairs and parking, and gives a quote by area, by room or as a set charge. Some customers send photographs. Others need a visit first. It varies. Commercial sites ask for a contract with a monthly or quarterly schedule, and end-of-tenancy work is booked around a handover date that the letting agent and the landlord have already fixed.

On the day, a two-person crew loads the van with an extraction machine, a rotary tool, chemicals, drying fans and protective covers for furniture, then drives to the first address. They check the carpet before starting, note existing damage and treat stains in order. Drying fans may be left behind and collected next day. The customer signs and pays by card or transfer, then expects a reminder some months later, usually when the season changes or a tenancy is about to end. A stain that returns is answered from the notes. Without notes, it is a dispute.