Requirements checklist
What to ask for when choosing software for carpet cleaning companies.
A checklist built from how carpet cleaning companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Enquiries and quotations
- Booking and crew scheduling
- Job cards with condition notes
- Chemicals, supplies and machines
- Invoices and commercial contracts
- Service reminders
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the office
- For cleaning crews
- For the store
Reports to ask for
Ask to see each one with your own sample data.
- Quotations sent, won and lost
- Jobs completed by crew and area
- Chemicals used against jobs billed
- Machine run hours and service due
- Repeat customers and reminders sent
- Dues by customer, oldest first
- Contract renewals coming up
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Payment gateway
- Accounting software export
Questions for any vendor
Put these to every supplier you are comparing.
- Can quotes be priced by area, room or package?
- Can crews record stains and the products used?
- Does it plan routes?
- Can we run commercial contracts as well as home jobs?
- Can we send reminders automatically?
- Does it track chemicals and machines?
- Can open bookings and balances be moved?
- Who owns the data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Quotes do not match the job
- Stain history is not recorded
- Crew days are poorly planned
- Chemicals and equipment are unmanaged
- Repeat customers are not called back
Prefer to talk it through? See the carpet cleaning companies page.