A day in a cleaning business

From a standing contract to the payslip: how a cleaning company runs its crews, proves the work and gets paid.

Present this story

The story

  1. Owner

    The owner records the agreement once: the customer, how often the crew comes, what is in scope and how many visits the year includes.

    Service contracts and recurring invoicing - Agree once, deliver and bill on schedule.
  2. Owner

    A weekly schedule creates the visits for the coming weeks and tops them up every night, so nobody books the same clean by hand each week.

    Recurring schedules - Book the weekly job once.
  3. Owner

    The owner puts a crew on each visit and names a lead. Afterwards, a gaps page lists finished visits that have nobody or no hours on record.

    Assign staff and close staffing gaps - Know who did each job and for how long.
  4. Customer

    The customer receives a report with before and after photos as a PDF or a link, once the office has reviewed and published it.

    Service reports with photos - Proof of work, ready for your customer.
  5. Field staff

    A cleaner who finds damage or a problem on site reports it. It becomes a ticket with an owner and a status, so nothing is dropped.

    Tickets and issue reports - Every problem reported, tracked to the end.
  6. Owner

    A complaint is logged against the visit it came from. When it is closed, the fix goes into the checklist, so the next visit starts better.

    Checklists, supplies and quality incidents - Set the standard, then learn from every complaint.
  7. Owner

    Each finished visit gets a draft invoice. The owner checks what needs a look and approves it, and nothing goes out without a person.

    Bill finished visits automatically - A checked draft invoice is waiting when the job is done.
  8. Owner

    The approved draft becomes a numbered invoice. In Switzerland its PDF carries a QR-bill payment slip once a QR-IBAN is set up.

    Invoices - Create, send and get paid.
  9. Owner

    At the end of the pay period the owner opens a payroll run. Heyva calculates a payslip for each staff member, and approving the run locks them.

    Payroll and payslips - Swiss payslips, checked before you pay.