Requirements checklist
What to ask for when choosing software for cleaning service companies.
A checklist built from how cleaning service 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.
- Clients, sites and contracts
- Roster and shift allocation
- Checklists and inspections
- Attendance, hours and wages
- Supplies and equipment
- Complaints, billing and renewals
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For schedulers
- For supervisors
- For cleaners
Reports to ask for
Ask to see each one with your own sample data.
- Bookings by service and area
- Recurring customers who have stopped booking
- Attendance and jobs completed by cleaner
- Ratings and complaints by cleaner
- Unpaid invoices by customer and contract
- Supplies used and stock below reorder level
Systems it may need to connect to
Note which ones you already run.
- Accounting export
- SMS
- Payment links and gateways
Questions for any vendor
Put these to every supplier you are comparing.
- Is it suitable for a small cleaning company?
- Can it handle janitorial contracts for offices and societies?
- Can cleaners mark attendance from their phones?
- Does it produce the muster roll and the PF or ESIC inputs?
- Can cleaners upload before-and-after photos?
- Can customers book online?
- Can monthly invoices go into our accounting package?
- Can customers be moved from Excel and WhatsApp?
- Who owns the customer data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Rosters change every day
- Site scope lives in people’s heads
- Quality is argued, not measured
- Hours and wages do not match
- Supplies are issued without a record
Prefer to talk it through? See the cleaning service companies page.