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Construction & Field Services

Cleaning Company

Cleaning company with recurring contracts, team routes, material consumption tracking, checklists, and client satisfaction

6 modules included
2 pre-built roles
Free to start

Included Modules

All free

Everything you need to run a Cleaning Company, ready to go.

Contracts

Recurring contracts and service agreements with renewal tracking

Free

Customers

Customer management with CRM features, lifecycle tracking, tags, …

Free

Invoicing

Create and manage invoices, credit notes, and billing

Free

Schedules

Business hours, holiday schedules, and availability management

Free

Staff

Staff profiles, schedules, and department management

Free

Tax Management

Tax rates, calculations and reporting

Free

Pre-built Roles

2

Role templates for a Cleaning Company. Assign them to employees during setup.

Team Leader

tasks.* schedules.view_* field_service.*

Manager

contracts.* customers.* invoicing.* staff.view_* schedules.*

Setup Guide

AI Assistant

Step-by-step commands to configure your Cleaning Company hub in minutes.

Setup Guide: Cleaning Company

Configure your Cleaning Company hub from scratch using the ERPlora AI Assistant. All commands below are sent to the Assistant at /m/assistant/.


Step 1 — Describe your business

Send this as your first message to the AI Assistant:

Hi! I have a cleaning company in Rotterdam. It's called "CleanPro Services". We clean offices, residential blocks, and commercial premises on periodic contracts. We have cleaning teams with assigned routes. I need to set up the full system.

The assistant will detect your business type and install the right modules. The hub will restart (1-2 min).


Step 2 — Configure everything

After restart, send this complete configuration message:

Perfect, modules are installed. Please configure everything:

- Business info: name "CleanPro Services BV", address "45 Coolsingel, 3012 AD Rotterdam", VAT number NL234567890B01, phone 010 234 5678, email info@cleanproservices.nl
- VAT: 21% not included in prices. Classes: Standard Rate (21%) for cleaning services
- Payment methods: direct debit, bank transfer
- Employees:
  - Isabel Martens (Team Leader, PIN 1234)
  - Peter de Jong (Manager, PIN 5678)

Execute everything without asking further questions.

Modules installed

Module Purpose
contracts Recurring service contracts with billing period and scope
customers Client database for offices, residential blocks, and commercial clients
invoicing Monthly recurring invoicing per contract
schedules Team scheduling with route assignments and shift management
staff Staff management with availability and assignments
tax Tax configuration — standard rate for cleaning services

Roles

Role Key permissions
Team Leader tasks, view-only schedules, field service
Manager contracts, customers, invoicing, view-only staff, full schedules

Typical use cases

  • Manage recurring cleaning contracts with automatic monthly billing
  • Assign team routes by area and client with weekly schedule
  • Record cleaning materials consumed at each client
  • Monitor service quality with post-service checklists

Notes

Services sector — standard VAT for cleaning services. Recurring contracts allow automatic monthly billing without creating each invoice manually. Post-service checklists guarantee service quality and serve as evidence in case of complaints. The schedules module allows optimising team routes to minimise travel time.

Start your Cleaning Company with ERPlora

Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.

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