Complete client profile
Store name, billing name, email, phone, billing address, internal notes and access details in one profile.
Customer CRM
Keep every client, property, job and payment relationship in one record
DOP Customers gives cleaning companies a single source of truth for client contact data, billing names, notes, properties, jobs, invoices, batches, transactions and portal access.
Client profilePropertiesJobsInvoicesPortal access
Bring one real client with properties, invoices and open questions. We will show how DOP keeps the full relationship visible.
1 profile
for client, billing and operational context
Full history
jobs, invoices, batches and transactions
Less duplicate data
before scheduling or billing starts
Client control
Client records should not be split across notes, invoices and messages
Before a property, job, booking or invoice exists, the client record needs to be accurate. DOP makes the customer profile the operating base for service history and billing context.
Search before creating clients so history is not split across duplicates
Keep billing name, emails, phones, notes and addresses aligned
Open one profile to understand jobs, invoices, transactions and properties
What it solves
A customer CRM built for cleaning operations
DOP keeps the commercial and operational side of each client connected, so the office can answer faster and schedule with more confidence.
Properties tied to the right client
Associate one or many properties so jobs, services and invoices do not drift into the wrong customer record.
Billing and payment context
Review invoices, batches, transactions and customer history before resending, correcting or collecting.
Client workflow
From new lead to service history
The customer profile supports the whole client lifecycle: setup, property association, operational follow-up and financial review.
1
Create or verify the client
Search by name, email or billing name before creating a new record.
2
Add billing and contact details
Keep email, phone, billing name, address and internal notes ready for operations.
3
Connect properties and jobs
Associate service locations so schedules, jobs and invoices stay attached to the right client.
4
Review financial history
Use invoices, batches and transactions to answer payment or balance questions quickly.
What the customer record helps your team control
Client creation
Create new client records with billing and contact data ready for scheduling.
Internal notes
Keep service, billing or communication notes where the team can find them.
Tags and reminders
Classify clients and plan follow-up without relying on memory.
Notices and access
Manage internal notices and client access when the portal is enabled.
Payment methods
Keep payment context close to invoices and transactions.
Operational history
Review properties, jobs, invoices, batches and activity from the same customer context.
What stays under your control
Your team decides when a client should receive portal access
Billing names and financial records should be reviewed before invoices are resent
Duplicate clients should be merged or deleted only after checking real history
Internal notes remain operational context for your office team
Customer CRM FAQ
What is a customer in DOP?
A customer is the person or company receiving services, paying invoices or owning properties in the operation.
Can one customer have multiple properties?
Yes. Customer profiles can be connected to multiple properties and operational records.
Can I review invoices from the customer profile?
Yes. The customer profile is designed to keep invoices, batches and transactions close to the relationship.
Why should I search before creating a customer?
Searching first helps avoid duplicate records that split job history, property history and billing context.
Demo
Ready to clean up your client records?
Bring one messy customer record to the demo. We will show how DOP connects the client, properties, jobs, invoices and payments in one place.
