A carpet cleaning CRM that prices the same three rooms the same way on the phone, online and at the door.
Carpet cleaning is a volume trade with a short ticket and a long memory. The money is in the van's day being full, the technician adding protector and the sofa on site, and the household calling you again next year instead of searching. We build the system around the home, the route and the reminder.
The job is small, the van is expensive, and the customer forgets you in a year
A carpet cleaning job is a few hours in a home with a truck mount running outside, and the ticket is modest. The business works when each van does several of those a day in the same part of town, when the technician sells the add-ons the customer did not know to ask for, and when the household books again at the interval you recommend. Field software built for a plumber's dispatch board handles the first visit and forgets the rest. It does not know what a room cap is, it cannot track a rug by tag number from pickup to return, and it will not remind anyone of anything a year from now.
The records that matter are the home and its surfaces. Which rooms have carpet and how big they are, the wool rug in the dining room, the sectional, the pet areas the UV light found last time, the fiber that needs the gentler chemistry, where the van can park and where the hose runs. A technician who arrives knowing all of that walks in with a quote the customer already trusts and finishes faster. A technician who arrives with a name and an address starts over.
Then there are the accounts. Property managers with a dozen units turning every summer, an office that wants its carpet done quarterly after hours, a realtor who sends every listing. Those need per-property records, photos on the invoice, monthly statements and a price list of their own, and a generic CRM makes you fake it with notes.
What a carpet cleaning CRM has to track
Each record below has to be there before the van leaves, or the technician is guessing.
The price sheet, in one place
Rooms with the size cap, stairs per step, hallways, closets, pet treatment per area, upholstery per piece, rugs by size and fiber, protector by the square foot, and heavy soil and furniture moving, priced once and used everywhere.
The home's surfaces and history
Carpeted rooms and their sizes, rugs and upholstery pieces, pet areas found on past visits, fiber notes, products used, parking and hose access, and every past invoice, on the address rather than in a technician's head.
Route windows by van and by area
The day's jobs booked into morning and afternoon windows grouped by neighborhood, with job size and drive time, so one van is not sent across town for a single hallway between two whole-house jobs.
On-site findings and add-ons with a signature
The technician logs the walkthrough, marks what the UV light found, adds pet treatment, protector or the sofa with the customer's signature on the tablet, and the price updates before the machine starts.
Rug tags from pickup to return
For in-plant rug work, each rug gets a tag number, photos, size, fiber and a status (picked up, washing, drying, ready, delivered), so a customer's call about her rug is answered in a second.
Rebook reminders set on the invoice
Every completed job sets a reminder at your interval, with the rooms and the price from last time, and the reminder stops the moment the customer books.
How we build a carpet cleaning CRM
Built to your price sheet and your routes, run in your accounts, and priced without a fee per technician.
One estimator, three doors
The same pricing engine answers the website's room counter, the receptionist's phone quote and the technician's tablet, so the customer never hears a second number for the same rooms.
A technician app for the van
The day's route in order, the home's surfaces and notes, the walkthrough form, the signature screen, before and after photos, and the invoice, all working without signal in a basement and syncing after.
Accounts for property managers and commercial clients
Properties and units under one account, the account's own price list, before and after photos attached to each invoice, and a monthly statement the manager's bookkeeper can pay from.
Reminders that go out by themselves
Rebook reminders by text or email at the interval you set, with the consent recorded on the customer, plus a pet-owner check-in and a seasonal note you approve once.
Reports the owner actually reads
Jobs and revenue per van per day, add-on sales per technician, rebook rate by month, rug jobs in the shop, and which property accounts are overdue, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for carpet cleaning, answered.
What makes this better than the field software I rent?
Rented tools charge per user and fit the average service company. A custom build fits a carpet cleaner: your room cap, your route zones, your rug tags, your property accounts, in your own accounts, so adding a second van does not add a subscription tier.
Can it quote from the price sheet by phone?
Yes. The office or the AI receptionist asks rooms, stairs, halls and pets, the engine prices it, and the estimate goes to the customer by text with the note that the technician confirms on arrival.
Does it track chemicals and supplies?
It tracks what each job used so you can see cost per job and when to reorder. It is not an accounting system and does not try to be; your bookkeeper gets a clean export.
Can my technicians earn on add-ons?
Yes. Each add-on sold on site is tied to the technician who sold it, and the commission math runs in the system rather than in a spreadsheet at month end.
Can it import my customers from the old system?
Yes. Customers, addresses, invoices and notes come out of your current tool, get mapped onto the home records, and both systems run in parallel while the office checks that nothing slipped.
Custom CRM for carpet cleaning. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole carpet cleaning setup.
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