Frequently Asked Questions

Find answers to common questions about CleanDay CRM

Getting Started

What is CleanDay CRM?

CleanDay CRM is a comprehensive customer relationship management platform designed specifically for cleaning businesses. It helps you manage clients, schedule jobs, track invoices, manage your team, and grow your business all in one place.

How do I sign up for CleanDay CRM?

Click the "Get Started" or "Sign Up" button on our homepage. You'll need to provide your business information, email, and create a password. We offer a free trial to get you started.

Is there a free trial?

Yes! We offer a 14-day free trial with full access to all features. No credit card required to start your trial.

Features & Functionality

Can I manage multiple team members?

Absolutely! CleanDay CRM includes comprehensive team management features. You can add cleaners, assign them to jobs, track their performance, manage schedules, and even handle payroll tracking.

Does CleanDay CRM support online payments?

Yes, we integrate with Stripe for secure credit card payments. You can also track cash, check, Zelle, Venmo, and CashApp payments. The system supports copay management for insurance-based cleaning services.

Can I send estimates to clients?

Yes! You can create professional estimates and send them directly to clients via email or SMS. Clients can view, accept, and book appointments directly from the estimate link.

How does the calendar work?

Our calendar view shows all scheduled jobs with color-coding by team member. You can easily see unassigned jobs, drag-and-drop to reschedule, and filter by status, date range, and more.

What is the global search feature?

Press Cmd+K (Mac) or Ctrl+K (Windows) to instantly search across all your clients, jobs, invoices, estimates, and team members. Results appear grouped by type for easy navigation.

Billing & Pricing

How much does CleanDay CRM cost?

We offer flexible pricing starting at $20/month. Visit our pricing page for detailed plan information and features included in each tier.

Can I cancel anytime?

Yes, you can cancel your subscription at any time. There are no long-term contracts or cancellation fees.

Do you offer discounts for annual billing?

Yes! Save up to 20% when you choose annual billing instead of monthly. Contact our sales team for enterprise pricing options.

Data & Security

Is my data secure?

Absolutely. We use industry-standard encryption for data transmission (SSL/TLS) and storage. Your data is backed up daily and stored in secure, redundant data centers.

Who can access my company data?

Only users you invite to your company can access your data. You control user roles and permissions. We never share your data with third parties without your explicit consent.

Can I export my data?

Yes, you can export your data at any time in CSV format. This includes clients, bookings, invoices, and other business records.

Support

What kind of support do you offer?

We provide email support for all users, with priority support for premium plans. Our team typically responds within 24 hours on business days.

Do you offer training or onboarding?

Yes! We provide video tutorials, documentation, and personalized onboarding sessions for new customers to help you get started quickly.

How do I report a bug or request a feature?

Email us at support@cleandaycrm.com with your feedback. We actively incorporate user suggestions into our product roadmap.

Still have questions?

Can't find the answer you're looking for? Our support team is here to help.