FEATURE · LIVE DEMO ON THIS PAGE
Every customer and every property, with the whole story.
The CRM of your cleaning operation: contact, portal, properties, jobs, invoices and payments of every customer in a single profile — no hunting across six places.
What you see here is not a video: it is the real feature, running.
- active customers in one Customer Center
- 893active customers in one Customer Center
- properties per customer, each with its own profile
- 22properties per customer, each with its own profile
- jobs with full history by customer
- 5,047jobs with full history by customer
- invoiced with billing visible at a glance
- $3.6Minvoiced with billing visible at a glance
THE DEMO · INTERACTIVE · CLICK ANYTHING
Don't watch it. Use it.
From the Customer Center to a property profile: create a customer, edit it and walk its history. Every screen responds.
EVERYTHING IT CAN DO
A profile that works for you.
Customer Center
Every customer with billing, last service and next scheduled job — filtered and searchable in seconds.
ACTIVE · BILLED · PAID · UNPAID
360° customer profile
Contact, portal user, account health, revenue trend and outstanding balance on one screen.
LIVE ACCOUNT HEALTH
Properties by customer
Each location with its address, type, rooms, attached services and contractor pay.
MAP + SERVICE CATALOG
Complete history
Jobs, invoices, batches and transactions without leaving the profile. Nothing gets lost between apps.
JOBS · INVOICES · PAYMENTS
Records you edit in seconds
Create customers with tags, lead source and reminders; edit properties with pay and address.
ADD & EDIT IN THE DEMO
Access notes where they are used
Entry instructions, preferences and warnings stored on the property, visible to dispatch and to the field team.
NO GUESSING IN THE FIELD
NOT A LOOSE MODULE
Every profile feeds the rest of the cycle.
What you save here does not stay here: the property schedules the job, the job invoices itself and the contractor's pay reaches payroll on its own.
- No duplicate customers splitting the history across two records.
- The right address and access notes reach the calendar and the worker app.
- Services by location are defined before the job is created.
- Office, field and billing read the same operational source.
WHERE THIS CONTEXT FLOWS NEXT
- Customer CRMThe full profile, record by record
- PropertiesEach location with its service and its pay
- Customer PortalCustomers see status, proof and invoices
- Jobs & work ordersThe property becomes a job
- Schedule & DispatchThe property already knows its service
- Invoicing & PaymentsThe job invoices the right customer
Customers & Properties FAQ
- Why are customers and properties so important in DOP?
- They are the operating base for jobs, schedules, invoices, payments, reports and client visibility.
- Can one customer have multiple properties?
- Yes. One customer can hold as many properties as you need, and each keeps its own history of jobs, invoices and notes.
- Can properties store access notes?
- Yes. Address, door code, where the key is, the alarm, the dog — everything the crew needs travels with the property to their phone, so nobody has to call and ask.
- Does every customer need portal access?
- No. Your company controls who gets access and what visibility makes sense for each relationship.
THE CLOSE
Clean up the base of your operation.
Bring one real customer with properties, jobs and invoices. We will show how DOP connects the records your operation depends on.
30-minute demo · we import your customer list at no cost
