FEATURE · LIVE DEMO ON THIS PAGE
Every client, property, job and payment in one record.
DOP Customers gives cleaning companies a single source of truth for contact data, billing names, notes, properties, jobs, invoices, batches, transactions and portal access.
What you see here is not a video: it is the real CRM, running.
- active customers in one Customer Center
- 893active customers in one Customer Center
- invoiced with billing visible at a glance
- $3.6Minvoiced with billing visible at a glance
- jobs with full history by customer
- 5,047jobs with full history by customer
- client, billing and operations in one record
- 1 profileclient, billing and operations in one record
THE DEMO · INTERACTIVE · CLICK ANYTHING
Don't watch it. Use it.
Open the Customer Center, enter a profile, review its revenue trend and balance, and edit the record. Every screen responds.
EVERYTHING IT CAN DO
A customer profile your office can answer from memory.
Complete client profile
Name, billing name, email, phone, billing address, internal notes and access details in one place.
ONE RECORD
Properties tied to the right client
Attach one or many properties so jobs, services and invoices never drift into the wrong record.
NO SPLIT HISTORY
Billing and payment context
Review invoices, batches, transactions and history before resending, correcting or collecting.
INVOICES · BATCHES · PAYMENTS
Client creation in seconds
Create the record with contact and billing data ready for scheduling, plus tags and lead source.
TAGS + LEAD SOURCE
Notes, notices and reminders
Keep service, billing or communication notes where the team finds them, and plan the follow-up.
NOT FROM MEMORY
Search before you duplicate
Search by name, email or billing name before creating: that is what prevents two records for one client.
INSTANT SEARCH
NOT A LOOSE MODULE
The customer profile is the base of everything else.
Before a property, a job, a booking or an invoice exists, the client record has to be right. That is where the cycle starts.
- Your team decides when a client gets portal access.
- Billing names are reviewed before an invoice is resent.
- Duplicates are merged or deleted only after checking the real history.
- Internal notes stay your office's context, not the client's.
WHERE THIS CONTEXT FLOWS NEXT
Customer CRM FAQ
- What is a customer in DOP?
- The person or company receiving services, paying invoices or owning properties in the operation.
- Can one customer have multiple properties?
- Yes. The customer profile connects to all of their properties, and from there you see the jobs, invoices and payments of each one.
- Can I review invoices from the customer profile?
- Yes. The profile keeps invoices, batches and transactions next to the relationship.
- Why search before creating a customer?
- Searching first avoids duplicates that split job, property and billing history.
THE CLOSE
Clean up your client records.
Bring one messy record to the demo. We will show how DOP connects the client, properties, jobs, invoices and payments in one place.
30-minute demo · we import your customer list at no cost
