Every cleaning company uses some kind of system to manage its customers. But most of that system is hidden from the customers themselves. They ring to ask when the cleaner is coming, email to ask for a copy of an invoice and text to say they are going on holiday. Each of those messages takes time on both sides.
A customer portal changes that by giving customers their own window into your service. This guide explains what the ProCleanerUK customer portal and app let customers do, and why it matters for your business.
What customers can do
See their invoices
Customers can see their invoice history at any time, view the details and download copies for their records. No more “can you resend that invoice?” emails.
Pay online
Outstanding balances are shown clearly, and customers can pay securely by card. Self-service payment speeds up cash flow and cuts chasing.
Accept quotes
Quotes show a clear price breakdown, and customers can accept in the app or by email. Accepted quotes book themselves into the schedule.
Request quotes and receive offers
Existing customers can request quotes for extra work, such as a deep clean or oven clean, and receive offers in the app.
See their visits
Customers can see upcoming visits and their cleaning history.
Go away without the admin
With Going Away, customers request a pause for their holiday. You approve it, visits are skipped rather than deleted, no reminders are sent and everything restarts automatically.
Know when the cleaner is coming
When the cleaner presses Start Journey, customers can see when they are on the way, and Running Late messages let them know about delays.
Check their rewards
If you run the loyalty programme, customers see their points balance on a My Rewards card and can redeem points for a voucher. Our guide to the customer loyalty programme explains how it works.
Commercial clients: see quality results
Site assessment results can be shared in the portal, so commercial clients can see how their sites are scoring.
Why it matters for your business
- Fewer calls and emails: customers find answers themselves.
- Faster payment: invoices can be paid at any time.
- More repeat work: requesting quotes and receiving offers is easy.
- Fewer holiday mistakes: Going Away handles pauses properly.
- A professional image: a branded portal makes a small business look established.
- Trust: transparency about visits, invoices and quality builds confidence.
Push notifications
Customers with the app can receive push notifications: reminders, seasonal offers or last-minute openings. Use them sparingly so they stay welcome.
Getting customers to use it
- Invite new customers to the app when they book.
- Invite existing customers with a short message explaining what they can do.
- Mention it on invoices and in reminders.
- Encourage holiday requests through Going Away.
Customers who prefer not to use apps
Some customers, especially older ones, prefer a phone call. That is fine. The portal is there for those who want it, and the office can still handle everything for those who do not.
An example
A regular customer is going away for two weeks. Instead of ringing the office, she opens the app, requests a pause with Going Away and sees it approved the same afternoon. While she is away, she checks her last invoice and pays it from her phone. When she returns, her cleans restart automatically, and she uses the app to request a quote for an oven clean before a family visit. Not one phone call was needed.
Common mistakes
- Never telling customers the portal exists.
- Sending too many push notifications.
- Not approving Going Away requests promptly.
- Forgetting to share assessment results with commercial clients.
- Letting the portal show out-of-date information because jobs are not marked complete.
- Not explaining Going Away to customers before the summer holidays.
Give customers their own window
The customer portal and app, with invoices, online payment, quotes, offers, visit history, Going Away, live journeys, rewards and push notifications, are included on every ProCleanerUK plan. Start your 28-day free trial and invite your first customers, or book a free demo and we will show you what customers see. For more on keeping customers, read our guide to customer retention, and for the full experience see strengthening client relationships.
FAQs
What can customers do in the portal?
View and pay invoices, accept and request quotes, see visits, request a pause with Going Away and check rewards.
Can customers pay online?
Yes. Outstanding balances can be paid securely by card.
Can customers pause visits for holidays?
Yes. Going Away requests a pause, which you approve.
Can commercial clients see audit results?
Yes. Site assessment results can be shared in the portal.
What about customers who do not use apps?
The office can still handle everything for them.