Carpet Cleaning field service

Carpet Cleaning Software

Keep room lists, stain notes and furniture details on each job, schedule crews by truck and day, and collect payment the moment the carpet is clean.

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Roll On Call dashboard as a carpet cleaning business would use it, with jobs, dispatch and payments
Roll On Call dashboard, shown with sample data.
Where the day breaks

What carpet cleaning teams fix first

01

Quoted scope on record

The estimate shows what was quoted and the job shows what was done.

02

Landlords with many units

One customer, many service locations, each with its own jobs.

03

No payment chasing

Invoice and collect card payment from the job.

The record

What a carpet cleaning job record keeps

Roll On Call is a CRM, not a script. Your team decides what to record; these are details carpet cleaning businesses commonly keep on the customer, service location or job so they carry from lead to paid invoice.

  • Homeowners
  • Landlord and rental units
  • Commercial sites
  • Upholstery and rug jobs
  • Estimates
  • Invoices and payments
Product

CRM features for carpet cleaning work

Plan labels show where each feature is included.

  • Customer and property history All plans

    Every carpet cleaning customer keeps contacts, service locations, notes and past jobs in one record.

  • Scheduling All plans

    A shared calendar of booked jobs, so the office books windows it can keep.

  • Estimates and invoices All plans

    Write the estimate, convert approved work into a job, then invoice from the completed job.

  • Stripe card payments All plans

    Customers pay invoices by card through Stripe, and paid status lands on the job.

  • Dispatch board Team and Pro

    Assign and reassign open work with live technician location in view.

  • Technician accounts Team and Pro

    Unlimited restricted technician accounts that show assigned jobs, addresses and notes.

  • Integrated phone and SMS Team and Pro

    One included business number for calls and texts. Pro adds call recording.

  • Smart Website Widget All plans

    Website requests arrive in the CRM as leads. 1 campaign on Solo, 3 on Team, unlimited on Pro. Learn more

  • Free Starter Website All plans

    One hosted starter site with your services, areas and hours, widget preinstalled. Learn more

  • Reports and permissions Pro for advanced

    Jobs, invoices and payments by period. Pro adds advanced reports and permissions.

Use cases

Carpet Cleaning work Roll On Call handles

  • Move-out cleans
  • Room counts
  • Stains
  • Landlords
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Carpet Cleaning CRM guide

CRM for a carpet cleaning business, in 15 chapters

Practical detail for owners and office staff. Open any chapter; links to a chapter open it directly.

01

Software for Carpet Cleaning Companies

Carpet cleaning prices and crew time both depend on what is actually in the house: how many rooms, how big, how many stairs, which rugs and sofas, and which stains the customer is worried about. When those details are taken loosely on the phone, the crew arrives to a job that does not match the booking, and the conversation about price happens at the front door.

Roll On Call is a field service CRM that helps carpet cleaning offices keep those details on the job from the first call to the paid invoice. Staff create customer records and service addresses, enter jobs with scope and notes, schedule and assign crews, and send each crew a text message with the details. After the visit, staff mark the job complete and send the invoice, and the job stays on the customer's history.

Texts to technicians and customers go out from your business number on Team and Pro, which include integrated phone and SMS with one included number. Solo does not include integrated phone or SMS, so a Solo owner works from the job record and calls or texts from their own phone.

02

Building an Accurate Room List

Most carpet cleaning companies price by room, by area, or by a mix of both. Whichever method you use, the booking should end with a clear list.

If the customer later adds a room by phone, staff update the job so the crew is not surprised.

An accurate list helps the crew plan time and chemicals, helps the office place the job in the right slot, and gives everyone something to point to if the price is questioned.

03

Recording Stains and Setting Expectations

Stains drive many carpet cleaning calls, and they are also where most disappointment comes from. Pet urine, coffee, red wine, rust, paint, and old repairs that wick back up all behave differently. Customers often expect every spot to disappear.

On site, the technician decides how to treat each spot and tells the customer what to expect. When the technician calls in a summary, staff can add it to the job. If the customer calls back a week later because a stain returned, the record shows what was treated and what was said, and the office can book a return visit as a new job.

04

Furniture, Parking, and Hose Runs

Truck-mounted equipment needs a place to park near the door and a path for the hose. Portable units need power and water. Furniture either has to be moved by the customer, moved by the crew for a fee, or cleaned around. Each of these affects how long the job takes.

Crews need to know whether a dog will be loose in the yard and whether anyone in the home has concerns about cleaning products.

05

Landlords, Property Managers, and Move-Outs

Move-out cleanings are a big part of the business for many carpet cleaners. They are often booked by a landlord or property manager, sometimes paid by the tenant from a deposit, and usually on a tight window between one tenant leaving and the next moving in.

If the same landlord also books cleaning at their own home, add that address to the same customer record. Keeping separate service locations makes it clear which job belongs where.

06

Scheduling Crews by Job Size

A two-room touch-up and a whole-house clean with upholstery can easily differ by three or four hours. Booking them into the same size slot causes late arrivals and rushed work. Knowing the room list before choosing a time solves most of that.

In Roll On Call, staff place each job on the schedule and assign it to a crew. The dispatch view shows each day's jobs and assignments, so the person booking can see which crews have room. Since the scope is on the job, staff can tell quickly whether a day is already full of large homes.

When a customer cancels or a job runs long, the dispatcher moves the affected jobs and updates assignments. Office staff can check the updated schedule before offering another appointment, which helps when the next caller asks for a same-week slot.

07

Offices, Restaurants, and After-Hours Jobs

Commercial carpet cleaning often happens at night or on weekends so the business can stay open. Jobs might involve a key pickup, an alarm code, a contact who must be on site, or rules about which areas can be done on which night.

The dispatcher can decide which notes the crew needs and share sensitive codes in the way your business prefers.

For commercial accounts with several locations, each address becomes its own service location under the same customer, which keeps the cleaning history for each site separate and easy to review.

08

Texting the Crew Room Lists and Notes

When a job is assigned, Roll On Call can send the crew a text with the customer's details, the service address, the job scope, and the notes staff select. For carpet cleaning, that usually means the room list, stain notes, furniture moving, pets, parking, and the arrival window.

Read the message before sending it. It should include what the crew needs to do the job and nothing private they do not need. If the customer asked for a call before arrival, make sure that request is in the message.

09

Closing Out a Cleaning

After the visit, an authorized staff member marks the job complete and sends the invoice. If the crew added a room or a piece of upholstery on site, update the scope at the same time so the record reflects what was cleaned.

For move-outs, it helps to check the notes about who is paying before closing the job. The recorded status then shows the office which landlord, tenant, or homeowner jobs still need payment. Your business collects payment the same way it does today.

10

Keeping Repeat Customers

Households book carpet cleaning at different intervals depending on foot traffic, pets, and their preferences. Returning customers can provide steady business, and they appreciate not having to explain their house again. A useful service record helps the office prepare without assuming the next visit will be identical.

11

Upholstery and Area Rug Jobs

Upholstery and area rugs are often added to a carpet job at the last minute. A customer sees the crew cleaning the living room and asks about the sofa, the dining chairs, or the rug in the entry. Some rugs, such as wool or silk, may need to go back to your shop.

These notes also help next time. When the customer calls again, staff can ask whether they want the sofa done as well.

12

Homes with Pets

Pet owners are some of the most loyal carpet cleaning customers, and some of the most demanding. Urine spots, shedding, and odors bring them back several times a year.

13

Who Records What

Agree early on who records each part of the job. The person who books records the room list, stains, and access. The dispatcher assigns the crew and sends the text. Whoever closes out the day marks jobs complete and sends invoices. With everyone working on the same job record, details are entered once and used by everyone.

14

Which Roll On Call Features Carpet Cleaning Companies Use

Carpet cleaning prices depend on rooms, stairs, upholstery and rugs, and the price can change once the crew sees the carpet. Roll On Call keeps the quoted room list on the estimate, carries it onto the job when the customer approves, and invoices from the completed job, so the office can see what was quoted, what was done and what was paid.

  • Service locations hold room counts, stair counts, parking notes and water access for repeat customers and rental units.
  • Landlords and property managers can be one customer with many service locations, each with its own job history and invoices.
  • Estimates, invoices and Stripe card payments are on every plan, along with the owner app and the Smart Website Widget for online booking requests.
  • Team and Pro add dispatch with live technician location, restricted technician accounts for crew members, and integrated phone and SMS with one included number for confirmations and arrival texts.
  • Pro adds an office manager seat, up to six dispatchers and advanced reports and permissions for multi-truck operations.

Solo fits an owner who cleans and books alone with one Service Area. It does not include integrated phone and SMS or technician accounts. Team adds a dispatcher seat, unlimited restricted technicians and three Service Areas, which suits a company running two or more trucks.

15

Before You Choose a System

Roll On Call covers customer records, service addresses, jobs, scheduling, crew assignment, standard job details, and completion, invoices and payments. If your business also relies on online booking, automatic price calculators, photo storage, card processing, or reminder campaigns, list them and confirm with our team how each would fit before switching.

For most carpet cleaning companies, the biggest gain comes from accurate room lists and stain notes recorded on the first call and kept with the job and the customer.

FAQ

Carpet Cleaning software questions

What should we write down when a customer books a carpet cleaning?

The rooms and approximate sizes, stairs and hallways, any rugs or upholstery, the carpet type if they know it, problem spots such as pet urine or red wine, whether furniture needs moving, and parking for the truck. Staff enter these in the job scope and notes so the crew and the price are based on the same list.

Can one customer have jobs at several addresses?

Yes. A landlord or property manager can be one customer with each rental as a separate service location. Each cleaning is its own job at the right address, with its own room list and access notes.

How do we keep track of stain treatments the customer was told about?

If the customer calls back, staff can see exactly what was said and book a return visit as a new job at the same address.

What details should go in the crew's text message?

The address, arrival window, room list, stain notes, furniture moving, pets, parking, water and power access, and who will be home. Roll On Call sends the assigned crew a text with the job details and the notes your staff choose.

Can we see when a customer was last cleaned?

Yes. Completed jobs remain on the customer's history. Staff can review the last visit's date, rooms, and notes when the customer calls again or when the office reviews older customers to contact.

Can carpet cleaning customers pay from the invoice?

Yes. Roll On Call creates the invoice from the completed job and collects card payments through Stripe, so the payment lands on the same record as the work. If a customer pays by cash or check, you can record that on the job too.

Which plan fits a carpet cleaning business?

Solo ($59/month) is for an owner working alone with one Service Area: customers, jobs, scheduling, estimates, invoices, Stripe payments, the owner app, the Smart Website Widget and a Free Starter Website. Solo does not include integrated phone and SMS, dispatcher seats or technician accounts. Team ($99/month) adds one dispatcher seat, unlimited restricted technician accounts, three Service Areas, dispatch with live technician location, and integrated phone and SMS with one included number. Pro ($179/month) adds an office manager, up to six dispatchers, unlimited technicians and Service Areas, advanced reports and permissions, and call recording. Annual billing is $590, $990 or $1,790 per year.

Give your carpet cleaning team one record per job.

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