Customer management is where every property you clean lives: contact details, address, default price, payment method, and the full history of visits. CleanPilotPro stores two phone numbers per customer with a type on each, so text reminders go to the mobile number rather than a landline. You can import your existing customer list from CSV — up to 10,000 rows — and default pricing auto-fills every new job you create for that customer.
A cleaning-specific customer record. Alongside name and email, each customer carries granular address fields, a primary and secondary phone with types such as mobile or landline, residential or commercial classification, a default price, and a default pricing model.
Most owners keep customers in a phone's contacts and prices in their head. That works until a manager needs to quote a repeat visit or a reminder text goes to a house phone. Centralising the record makes every job created from it correct by default.
Bring your list in from a spreadsheet with a mapping step. Separate first and last name columns are joined into the single name field, duplicates are matched case-insensitively, and large files are handled in batches.
Every customer shows their completed visits and the revenue from them, and any visit opens into full job details. Deleting a customer is blocked while they still have scheduled, confirmed, or in-progress jobs, so you cannot remove work that is still on the calendar.
Further reading: House cleaning prices guide · Pricing recurring cleaning jobs
Yes. CSV import handles up to 10,000 rows with a column-mapping step and a downloadable sample file to match your export against.
Yes. If the single Name column is empty, first and last name columns are joined into the name field automatically. If Name is filled, it takes priority.
Yes. Each customer supports a primary and a secondary number, and each number has a type so you can mark which one is mobile.
Messages prefer the number tagged as mobile or cell, so landlines are not texted. The chosen SMS number is badged on the customer record.
Yes. Each customer has a service history of completed visits with revenue, and any visit opens into full job details.
No. Deletion is blocked while the customer has scheduled, confirmed, or in-progress jobs so active work is never orphaned.