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Using planning software for a cleaning company?
In recent years, more and more cleaning companies have been turning to scheduling software because it offers a lot of benefits. This type of software makes it possible, among other things, to centralize all cleaning activities in a complete management back office. You will be able to easily coordinate day-to-day activities according to the human resources available.
In fact, it greatly simplifies the organization of maintenance workers' visits by following a precise schedule. In addition, scheduling software is a solution that promotes the distribution of tasks to be carried out on a daily basis, which will allow you to gain even more efficiency.
How to run a cleaning business with planning software?
Running a business is never an easy task, no matter what the sector and the size of the business. In the case of a cleaning company, it usually offers a wide range of services to its many beneficiaries.
For example, it can carry out post-disaster cleaning, window cleaning, periodic maintenance of premises, etc. At first glance, it may seem easy, but you don't just have to manage the day-to-day flow of activities. Indeed, you also have to prospect for new customers, make quotes and draw up specifications for public or complex sites, invoice, pay your employees, etc. .
Nevertheless, you will be able to free yourself from various time-consuming tasks and with little added value for your profitability by using a planning software for cleaning companies. This management tool is essential to make your business prosper in the long term. Indeed, by using an ERP (software including modules for several departments: production, human resources, payroll, accounting, etc.), you can use the data from the schedule to invoice your customers and pay your employees in a few clicks.
Which management software should I use to make a cleaning schedule and a quote?
If you go on the web, you can see a lot of planning software for cleaning companies. You can see all kinds of software, paid software, but also free software. You can choose the one you think is best for your business, whether it is free or paid.
Ergonomics to better navigate your software
However, consider opting for software with an ergonomic interface and a mobile app so that you, your cleaners and your administrative agents can access it easily. To make sure you make the right choice, don't hesitate to take a free demonstration. This will allow you to see the features and characteristics of the software. As a general rule, a good software should allow you to easily manage the invoicing of services, the management of customers and of course the schedule of activities.
Information Synchronization
In addition, your planning software must also allow you to monitor in real time the progress of the work carried out by maintenance workers in the field or to generate cleaning intervention reports. You should also have access to all key indicators in your monitoring dashboard.
Automated invoicing from the schedule: be efficient!
Generally speaking, cleaning companies invoice their services in two distinct ways: according to the duration of the work or according to the surface area to be cleaned. In addition, some companies set up specific price lists for specific cleaning services. Whatever the invoicing method, a complete business management software allows you to manage your invoicing, your collections and your outstanding payments in an optimized way.
Indeed, based on the information in the schedule, a planning software integrated into an ERP (management software) prepares the invoicing by including the elements of the contract or quote, but also the work orders. At the end of the month, you invoice all your customers in a few clicks according to the services actually provided and according to what has been planned in terms of pricing for each customer.
Thus, with your planning software integrated into a management software, you save a considerable amount of time that you can spend with your customers and reduce the risk of error.
