Customize your embeddable booking widget with carpet, rug, and furniture calculators. Choose which services to show and add it to your website with a single code snippet.
Detailed walkthroughs for every major feature in CleanGeek.
Dashboard Your central command center for managing operations
Calendar view with weekly and daily scheduling
Live map showing technician locations and active jobs
Booking management with create, assign, reschedule, and cancel
Customer management with search, import, and full history
Invoices view for tracking payments and aging
Reports with revenue, utilization, and forecast charts (Chart.js)
Job board for posting and managing job listings
Damage report tracking with photo evidence
Integrations settings panel for third-party connections
Multi-location management with origin coordinates
Quick dispatch actions with drag-and-drop assignment
Real-time updates via Socket.io live refresh
Technician Mobile App Field operations for technicians on the go
Daily schedule with stop list and job details
GPS tracking with background location updates
Turn-by-turn navigation via Google or Apple Maps deep link
Before and after photo capture for every job
Service checklists per service type
Digital customer signature capture on completion
Status updates: en route, arrived, in progress, completed
QR code scanner for equipment and supply tracking
Customer Portal Self-service experience for your customers
View upcoming and past bookings
Pay invoices online via Stripe payment links
Message your team directly through the portal
Leave reviews and rate completed services
Request new bookings and manage preferences
No login required — secure JWT link sent via email or SMS
Embeddable Booking Widget Add booking forms to your existing website
One-snippet embed code for any website
Carpet cleaning calculator (per room or per square foot)
Rug cleaning calculator with size and material options
Furniture cleaning calculator with item types
Customizable brand colors, logo, and service types
Time window selection (morning, afternoon, any)
Recurring Contracts Subscription-based services with auto-booking
Weekly, biweekly, and monthly frequency options
Auto-generated bookings assigned to same technician
Contract rate management with start and end dates
Next renewal tracking and billing day configuration
Bulk management from the bookings view
Billing & Invoicing Stripe-powered payments and financial tracking
Automatic invoice generation per booking
Stripe payment links sent via email or SMS
Deposit collection and partial payment support
Aging reports for overdue invoices
Subscription plan management (Basic, Professional, Enterprise)
Refund processing through Stripe
Email Campaigns & Workflow Automation Automated communication and marketing
Email campaigns with audience filtering and scheduling
Automated workflow sequences triggered by booking events
SMS reminders and notifications via Twilio
Booking confirmation and day-before reminder templates
Post-service follow-up and review request sequences
Custom SMTP support to send from your own domain
Escalation rules engine for missed SLAs
Webhook Integrations Connect CleanGeek with your existing tools
QuickBooks Online — OAuth sync for invoices and payments
Xero — accounting sync with OAuth
HubSpot — CRM sync for customer data
FreshBooks — invoicing and expense sync
Google Business Profile — review and listing sync
Custom outbound webhooks with signed payloads
IoT device integration for smart locks and sensors
Reviews & Referral Program Turn happy customers into advocates
Automated post-service review requests
Public review widget you can embed on your website
Promo code generation for review rewards
Referral program with tracking and reward tiers
Review moderation and response tools
Reports & Analytics Data-driven insights for your business
Revenue reports by period, service type, and technician
Technician utilization and hours tracking
Customer lifetime value and repeat rate analysis
Churn risk alerts and retention metrics
30/60/90-day revenue forecast with linear regression
Service density heatmap by area
CSV and PDF export for all report types
Marketplace & Community Forum Buy, sell, and connect with the cleaning community
Equipment marketplace for vacuums, extractors, vehicles, and supplies
Listing photos, condition ratings, and direct messaging
Community forum with categories, threads, and voting
Content moderation and flagging system
Featured listings and pinned threads
Search Directory Public-facing company directory for customer discovery
Location-based search for cleaning companies
Company cards with ratings, services, and pricing ranges
Rate-limited public API for search queries
Job Board Post job listings and manage applications
Create job postings with category, pay range, and requirements
Accept applications with resume uploads
Track application status from new to hired
Public job listing page for candidates
Video Tutorials
Watch short walkthroughs to learn key features of CleanGeek.
3:00
Dashboard Overview
Navigate the main dashboard, map view, calendar, sidebar controls, and quick actions.
5:00
Managing Bookings
Create, assign, reschedule, and track service bookings from start to finish.
4:00
Technician App
How technicians use the mobile app for schedules, GPS, photos, checklists, and signatures.
3:00
Customer Portal
How your customers view bookings, pay invoices, send messages, and leave reviews.
4:00
Setting Up Services & Pricing
Configure service definitions, pricing models, add-ons, and checklist templates.
4:00
Embed Widget & Calculators
Install the booking widget on your site with carpet, rug, and furniture calculators.
6:00
Email Campaigns & Workflows
Build email campaigns, SMS sequences, and automated workflows triggered by events.
4:00
Reports & Analytics
Revenue dashboards, technician utilization, customer LTV, and 90-day forecasts.
5:00
Integrations Setup
Connect QuickBooks, Xero, HubSpot, FreshBooks, GBP, and custom webhooks.
3:00
Reviews & Referrals
Collect reviews, generate promo codes, and manage your referral program.
3:00
Recurring Contracts
Set up weekly, biweekly, and monthly recurring services with auto-booking.
4:00
Marketplace & Forum
Buy and sell equipment, connect with other cleaning professionals in the forum.
Frequently Asked Questions
Quick answers to the most common questions about using CleanGeek.
Go to Settings → Team in your dashboard. Click "Add User" and enter their name, email, and role (admin, dispatcher, or technician). They will receive an email invitation with a link to set their password. Technicians will be able to log in to the Technician App to view their assigned jobs.
Yes. Go to Settings → Booking Forms to change the primary brand color, button styles, and logo. The embed widget includes built-in calculators for carpet cleaning (per room/sqft), rug cleaning, and furniture cleaning. On the Enterprise plan, you can also use a custom domain and fully white-label the customer-facing experience.
Technicians log in to the Technician App on their phone or tablet. They see their daily schedule with addresses, can navigate to each job via Google or Apple Maps, take before/after photos, complete service checklists, and capture customer signatures. GPS tracking runs in the background so dispatchers can see real-time locations on the dashboard map.
When creating or editing a booking, enable the "Recurring" toggle and choose a frequency (weekly, biweekly, or monthly). CleanGeek will automatically generate future bookings and assign them to the same technician. You can set contract rates, start/end dates, and billing day. Manage all recurring contracts from the Bookings section by filtering for "Recurring."
Yes. Once you connect your Stripe account in Settings → Billing, CleanGeek can generate payment links and send them to customers via email or SMS. Customers can also pay through the Customer Portal. You can require deposits upfront or collect payment after service completion.
Go to Settings → Integrations in your dashboard. Click "Connect" next to the service you want to link. You will be redirected to authorize CleanGeek with your account via OAuth. Once connected, invoices, payments, and customer data will sync automatically. We support QuickBooks Online, Xero, HubSpot CRM, FreshBooks, and Google Business Profile.
Go to Reports and generate the report you need (revenue, customers, bookings, utilization, etc.). Each report has a CSV export button at the top right. You can also export customer lists and booking history directly from the Customers and Bookings sections.
When your 30-day trial ends, your account automatically moves to the Basic (free) plan. On Basic, you can have up to 10 active bookings at a time. Your existing data is preserved — nothing is deleted. To unlock more bookings and features like automation and integrations, upgrade to Professional ($29.99/mo) or Enterprise ($129/mo) from Settings → Billing.
Go to Settings → Workflows to create automated email sequences. You can set up booking confirmations, day-before reminders, post-service follow-ups, and review requests. For marketing, use the Campaigns section to send bulk emails with audience filtering. For custom SMTP (send from your own domain), configure your mail server credentials in Settings → Email.
After a service is completed, CleanGeek can automatically send a review request to the customer via email or SMS. Customers rate the service 1-5 stars and leave a comment. You can embed a review widget on your website. For referrals, each company gets a unique referral code. When a new company signs up using your code, both parties can receive rewards. Manage promo codes in Reviews & Referrals.
The Marketplace lets you buy and sell cleaning equipment, vehicles, and supplies with other professionals. The Forum is a community space where cleaning company owners share tips, ask questions, and connect. Both use a separate user account from your main CleanGeek login.
If property damage occurs during a service, you can file a damage report from the dashboard under the Damage section. Upload pre-service and post-service photos, record the description and severity, estimate repair costs, and track insurance claims. This creates a full audit trail for liability protection.
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