Cleaning business software for the details that matter.
A clean goes smoothly when the office, the crew, and the customer agree on the same work. narra keeps the approved scope, property instructions, visit checklist, and invoice connected.
Private pilot
A clear handoff starts before the crew arrives.
“Deep clean” and “regular clean” can mean different things to a customer and a cleaner. narra keeps the agreed rooms and add-ons, the visit plan, and the crew’s record in one place so the office can answer questions from the work itself.
- 01
Define the service in the quote
List the rooms, tasks, and any add-ons or exclusions. Include the price, relevant photos, and the notes a customer needs to approve. They can review the quote through a private link without creating an account.
See quotes and approvals → - 02
Schedule with property context
Plan a one-time or repeating clean and assign a crew. Keep the service address, access instructions, supply notes, and customer requests with the job instead of scattering them across messages.
See scheduling and field work → - 03
Record what happened on site
The crew can work through a visit checklist and add notes, photos, and time. If a room is inaccessible or the customer requests extra work, the office has a clear exception to review.
- 04
Invoice the agreed work
Before billing, compare completed tasks with the approved scope and any separately accepted extras. The invoice stays connected to the job, so a later question has a traceable answer.
Make the visit instructions specific to the property.
A short checklist can carry more useful information than a long general note. Put the room or area first, make each task observable, and identify optional work that the customer actually bought.
The same handoff should say how to enter, where to park, whether a pet is present, and who the crew should contact when access fails. Keep private customer details limited to what the assigned team needs.
Use the room-by-room cleaning checklist →Before reserving crew time, use the cleaning time estimate worksheet to distinguish elapsed appointments, person-hours and the initial clean from ongoing service.
Give each type of clean its own scope.
Recurring residential cleaning
Schedule repeat visits, keep the property instructions close to the crew’s checklist, and note what changed since the last clean. The office can review the visit before the next one.
One-time deep cleans
Quote larger task lists and add-ons explicitly. Keep the accepted work beside photos and completion notes so the invoice reflects what was approved and done.
Small office cleaning
Record site access, service areas, and tasks in the job. If your operation needs contract bidding, inspections, or other specialized processes, describe them when joining the pilot so we can assess fit.
Cleaning software, in practical terms.
Can I keep a different checklist for each cleaning job?
Yes. Visit tasks and notes can reflect the service sold and the property being cleaned. A routine visit and a first-time deep clean should not rely on an identical generic list.
Will the crew see the customer’s approved scope?
The accepted quote can become a job, and the office can put the relevant tasks and instructions on the assigned visit. Review the handoff before sending the crew so they see the work they are expected to do.
How should I handle a request for extra cleaning on site?
Record the request and agree on its scope and price before treating it as billable. Keep that change with the job so the final invoice is easy to understand.
Can the office review a visit before sending an invoice?
Yes. The job record keeps visit notes, photos, checklists, and time together. Review anything incomplete or outside the original scope before billing.