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CRM FOR AUSTRALIAN CLEANING BUSINESSES

A clearer schedule. A cleaner handover.

Keep residential, commercial and end-of-lease cleaning enquiries organised, with agreed scope, site access and job records your team can follow.

  • Residential cleaning
  • Commercial cleaning
  • End-of-lease cleans
  • Carpet cleaning
Apply for early access Watch the job lifecycle
Cleaning technician on a end-of-lease clean job
Built for cleaning businesses

Every end-of-lease clean starts with a call and ends with an invoice. Everything in between belongs in one place.

Southport, QLD · Property manager contact · key collection · agreed scope

  1. 01 Get the scope agreed earlyCollect property details and requested services through a tailored enquiry form before preparing the quote.
  2. 02 Give the team a useful handoverKeep access notes, customer instructions and the booking window with the job.
  3. 03 Show what was completedCapture job photos and service-report observations for the office and customer follow-up.
A practical cleaning workflow

From “can you help?” to a completed job.

Configure the steps around how your team already works.

  1. 01

    Collect the brief

    Capture the property, cleaning type and customer instructions.

  2. 02

    Agree the quote

    Define inclusions and optional services before confirming the work.

  3. 03

    Arrange the clean

    Confirm the booking window, site access and team assignment.

  4. 04

    Close the job

    Record the completed work, prepare the invoice and organise follow-up.

REAL WORK. PRACTICAL USE CASES.

How cleaning businesses
can use the CRM.

Start with the situation. See the features you can use, what to configure and how the work moves through your team.

01

Scope & extras

An end-of-lease clean needs agreed inclusions.

The customer requests a property clean and carpet steam cleaning. Your quote needs to keep the main scope and extras clear.

What to capture
  • Property and cleaning type
  • Requested extras
  • Key collection details
CRM FEATURES TO USE

How to set it up

  1. 1
    Form Builder

    Collect the cleaning brief

    Configure fields for the property, requested clean, customer instructions and optional services.

  2. 2
    Dynamic service catalogue

    Keep extras itemised

    Set the end-of-lease sub-service and eligible carpet addon with your configured pricing.

  3. 3
    Quote preparation

    Agree the scope

    Review and send the prepared quote, then confirm the booking and key-collection notes.

WHAT THIS HELPS YOUR TEAM DOThe customer and cleaning team can see the agreed inclusions.

Cleaning brief → quote approval → key collection

See the illustrated step
02

Team handover

A commercial clean has access instructions and a completion record.

The site contact and account contact may differ. The assigned team needs the booking window and agreed site instructions.

What to capture
  • Account and site contact
  • Access window
  • Agreed cleaning tasks
CRM FEATURES TO USE

How to set it up

  1. 1
    Properties & site contacts

    Identify the right contacts

    Link the customer account and property, with the person arranging access recorded separately.

  2. 2
    Bookings & team assignment

    Hand over the visit

    Assign the team with the confirmed window, scope and access instructions.

  3. 3
    Service reports & photos

    Record and invoice

    Collect completion notes and photos in the report, then prepare the linked invoice for accounts.

WHAT THIS HELPS YOUR TEAM DOThe office has a connected completion record for the customer.

Site contact → cleaning team → accounts

See the illustrated step
03

Customer rebooking

A previous customer wants to arrange another clean.

The office should be able to find the earlier scope and organise agreed follow-up without rebuilding the customer context.

What to capture
  • Previous job context
  • Current requested scope
  • Contact preferences
CRM FEATURES TO USE

How to set it up

  1. 1
    Connected record history

    Review the earlier service

    Use the linked customer and job history to confirm earlier instructions and the new requested scope.

  2. 2
    Built-in customer campaigns

    Invite eligible customers

    Create a rebooking campaign with the agreed channel, audience and send window.

  3. 3
    Stages & automation

    Own the response

    Track the new enquiry stage, assign a callback or follow-up task and confirm availability before booking.

WHAT THIS HELPS YOUR TEAM DOThe next clean starts with a known customer and a reviewed scope.

Earlier service → customer response → new booking

See the illustrated step

WHAT YOU CAN USE IN BETAHUB

The features behind
the workflow.

Connect the capabilities your business needs. Expand a feature to see what you configure, or jump into its illustrated workflow.

  1. 01 / GET THE CONTEXT

    Capture the right enquiry

    Know what is needed, where the work is and who should respond.

    Form Builder

    Branded forms with mapped lead fields and conditional questions.

    What to configure

    Choose a form type, map the fields and add the questions each service needs.

    Explore this feature
    Incoming calls

    Voice Centre, caller context and communication history.

    What to configure

    Connect your Agency number, configure human routing and assign the team that handles enquiries.

    Explore this feature
    Postcode service areas

    Postcodes, suburbs, exclusions and geographic service pricing.

    What to configure

    Define your covered postcodes and exclusions, then link the applicable services and rates.

    Explore this feature
  2. 02 / KEEP IT MOVING

    Turn scope into a decision

    Prepare the quote and make the next action visible.

    Dynamic service catalogue

    Services, sub-services, quantities and optional addons.

    What to configure

    Create the service hierarchy, eligible extras and quantity rules for your business.

    Explore this feature
    Quote preparation

    Configured pricing and itemised quotes with saved job context.

    What to configure

    Set your rates and area rules. Review the prepared scope and amount before sending.

    Explore this feature
    Stages & automation

    Lead stages, next actions and configured email, SMS or task workflows.

    What to configure

    Define stage triggers, conditions, recipients and templates, including when to stop following up.

    Explore this feature
    AI follow-up & voice feedbackControlled rollout preview

    Illustrated agent conversations for quotes and after-service feedback.

    What to configure

    For an authorised rollout, configure the agent, approved purpose, consent and calling provider.

    Explore this feature
  3. 03 / DO THE WORK

    Give the team a useful handover

    Carry the agreed service and site details into the visit.

    Bookings & team assignment

    Booking windows, technicians and service-address handovers.

    What to configure

    Confirm team availability and assign the visit with scope, customer and access notes.

    Explore this feature
    Properties & site contacts

    Separate customer, property, access contact and equipment context.

    What to configure

    Link the property and equipment where enabled, and identify the approval and site-access contacts.

    Explore this feature
    Service reports & photos

    Configurable visit questions, observations and completion photos.

    What to configure

    Choose a service-report template and agree which observations and photos the team should collect.

    Explore this feature
  4. 04 / SEE THE OUTCOME

    Close the loop. Plan the next job.

    Connect accounts, customer follow-up and acquisition reporting.

    Invoices & Xero

    Job-linked invoices and configured accounting synchronisation.

    What to configure

    Authorise the Xero organisation, review account and tax mappings, and check sync outcomes.

    Explore this feature
    Built-in customer campaigns

    Customer email and SMS campaigns for agreed follow-up.

    What to configure

    Choose an eligible audience, message template, channel and sending window.

    Explore this feature
    Campaign cost tracking

    Lead sources, booked outcomes and imported Google/Meta spend.

    What to configure

    Connect the advertising account and sync the reporting dates. Compare spend within its currency.

    Explore this feature
    Connected record history

    Trace the enquiry, conversation, quote, booking, report and invoice.

    What to configure

    Keep records linked to the same customer and job so the next person can see the context.

    Explore this feature

Availability depends on your plan, Agency setup and provider connections. AI voice examples are controlled-rollout previews; live AI calling is not generally available on this deployment.

WATCH THE WORK CONNECT

Your services.
A CRM that joins the dots.

Explore an illustrated cleaning journey. Choose a step, or play the workflow from enquiry to follow-up.

BBetaHub / CleaningIllustrative preview

Requires your configuration

Forms & incoming calls

01 / 10
Branded enquiry formForm Builder
Requested serviceEnd-of-lease clean
What type of clean?End-of-lease clean
Service locationSouthport, QLD · 4215
Enquiry captured → Lead created
Incoming enquiryCaller context and notes in the same CRM
Voice Centre
HOW THE WORK CONNECTS

Capture enquiry → create lead → assign the next action

A page-specific form or incoming call captures the enquiry, customer and requested work. Conditional fields collect the details this service needs.

Illustrated product walkthrough with fictional sample data. Features depend on your plan, Agency setup and provider connections. Playback does not send messages, place calls, create quotes or bookings, or connect to Xero.

A FEW PRACTICAL ANSWERS

Before you get started.

Choose a workflow that fits the work you actually do.

Does this suit end-of-lease and commercial cleaning?

Yes. Keep different service types and quote scopes while linking the customer, property contact and booking. Forms and service reports can be configured around the information needed for each type of clean.

Is BetaHub for a trade business or for homeowners booking a tradie?

BetaHub is CRM and job-management software for the business running the work. These pages show how trade and service teams can organise their own enquiries, quotes, bookings, reports and invoices.

Can we keep our existing services and process?

You can configure service types, enquiry forms, quote stages, workflow rules and service-report templates. Explore the CRM features and setup guides for examples. During onboarding, review your process with the team and confirm the fields and features you need.

What needs to be configured?

Feature availability depends on your plan and Agency configuration. Voice, SMS, campaigns and Xero require the relevant provider setup; usage allowances and charges are explained in the plans and usage allowances. Property and equipment features are enabled according to your Agency setup.

How do we get started?

Apply through the early-access form with your business type, team size and main operational issue. The onboarding conversation can then focus on your trade and the workflow you want to improve.

Apply for early access

Your business. Your next step.

See how BetaHub fits your cleaning business.

Tell us what you do and where the admin gets in the way. Start there.

Apply for early access View plans and usage