Preview build · Deploys to your existing HubSpot portal — same URLs, same CRM, nothing lost.

NewThe AI receptionist answers your phone when you can't.Hear how it works

Features
Industries
Pricing Customers Help Français
Log in Start for free

Cleaning Recurring contracts, three crews, one board

Same clean, every visit. Whoever is on the crew.

Recurring contracts that schedule themselves, checklists that make every visit identical, and a customer portal that ends the "was anyone here today?" call. Cleaning business software that scales past you.

14-day free trial. No credit card required.

Plannit / Quotes
Quotes & ContractsNorthline Cleaning
All Quotes Add View
Search customer...All Quote
Status: Accepted ×Label: Cleaning 2026-27 ×
Quotes count6
Total of quotes$6,420.00
Revenue by quote status$6,420.00Awaiting ApprovalAcceptedDraft
Quote numberJob TitleContactStatusSentReadPrinted
0012 0021Weekly cleaningAnnie LemieuxAccepted—
0031 0022Weekly cleaningBHL ConstructionAccepted—
0033 0023Weekly cleaningRobert GagnonAccepted—
0025 0024Weekly cleaningSophie BélangerAccepted—
0016 0025Weekly cleaningDavid ChenAccepted—
0002 0026Weekly cleaningGarage LapointeAccepted—
Recurring contracts Weekly office cleans and monthly deep cleans generate their own visits for the life of the agreement.
Checklists on every visit Room by room. The crew closes each item; the customer sees what was done.
A portal for the customer Invoices, visit reports and requests in one place. Fewer calls to the office.

Built for cleaning businesses

The parts of the job the office does by hand today

Five things that stop being someone's evening once they run in Plannit.

Three crews, one calendar, no group text

See every crew's day side by side. Move a job from one crew to another and both phones update. A crew member calls in sick: drag their stops to the others and the customers are told automatically.

See scheduling

Hours tracked from the punch clock

The mobile punch clock and GPS record who was where, for how long. Payroll comes from the record, not from memory.

See time tracking

Contracts approved online

Quote, approve, sign and pay the deposit from the customer's phone.

See contract management

Invoiced on completion

Recurring contracts bill themselves; one-offs bill when the crew marks done.

See invoicing

1 clickto renew a contract for another year

A new commercial contract

From the walkthrough to the first renewal

What a medical office contract looks like in Plannit, week by week.

Tip Build the checklist during the walkthrough. The crew has it on the first visit.
  1. Day 1
    Walkthrough quoted

    Rooms, frequency and add-ons priced from your list. The quote is approved on the manager's phone before you're back at the truck.

  2. Day 1
    Visits generated

    Twice-weekly visits land on the calendar for the year, assigned to the nearest crew.

  3. Each visit
    Checklist closed

    Every room ticked, photos where it matters, hours logged by the punch clock.

  4. Month end
    Invoiced automatically

    One invoice for the month with every visit listed. Paid by card or bank transfer from the portal.

  5. Month 12
    Renewal offered

    One click sends next year's contract with the new price. Approved online.

On site

Quality control the customer can see

Room-by-room checklists, photos on the visit and a report in the portal. When a customer asks whether the boardroom was done, the answer is already there.

  • Per-site checklists with special instructions
  • Crew notes and photos on the work order
  • Visit report visible to the customer
Plannit / Jobs
0041 –Clinique Saint-Laurent · weekly office cleaningIn progress
Job Folder1 Quotes1 Invoices1 Timesheets Routes
LAST VISIT | Jun 14 · Mathieu L.

Floors mopped and disinfected · exam rooms 1 to 4Floors

Washrooms restocked · paper, soap, sanitizerRooms

Alarm code and key box on the address · lights off at 9 p.m.Note

QC CHECKLIST | 0 / 4 · this property

The next visit starts from what this one did

Spreadsheet or Plannit

Where the hours go

The same week, two ways of running it.

The taskWith a spreadsheet and textsWith Plannit
Dispatching three crewsA group text every morningDrag and drop, phones update
A crew member calls in sickTwenty minutes of callsMove the stops, customers notified
"Was anyone here today?"Call the crew, call backVisit report in the portal
Month-end invoicingAn evening of retypingContracts bill themselves
PayrollPaper timesheetsPunch clock record

Scroll sideways on small screens.

Plans

Which plan does a cleaning company need?

Small crews run on Pro. Premium adds routes, GPS, contract renewals and accounting sync.

Pro · $49/mo

3 users. Recurring contracts, dispatch, reminders, quotes, invoicing and online payments.

Start for free

Premium · $109/mo

Everything in Pro, 5 users. Renewals in a batch, routes and GPS, QuickBooks sync, custom fields.

Start for free

Add-ons

Two-way texting, $25/mo on any plan. AI receptionist, $50/mo on any plan.

See full pricing

Questions

Before you switch

Can I set different checklists for different sites?

Yes. Each address carries its own checklist and instructions. The crew sees them on every visit to that site.

How does recurring billing work?

Recurring contracts invoice on the schedule you set: per visit, weekly or monthly. One-off jobs invoice when the crew marks them done.

Can customers see what was done?

Yes. Visit reports with the checklist and photos are in the customer portal, along with invoices and payments.

Is there a free trial?

Every plan starts with a 14-day free trial. Quotes, scheduling, invoicing and the portal are on every plan; recurring contracts start on Premium and texting is an add-on.