Every cleaning software system has its headline features: scheduling, the staff app, invoicing, payroll. But tucked away in the settings are smaller tools that quietly make a big difference once you know they are there. Most businesses never find them, simply because nobody points them out during setup and there is never a quiet moment to explore.
Here are fourteen lesser-known settings and tools in ProCleanerUK that cleaning companies often discover late, and wish they had used from the start. For a different set of underused features, see our list of 12 features most businesses never use.
Scheduling
1. Draft jobs
Plan a new round, a contract start or a tentative booking without sending anything to staff or customers. Confirm when you are ready.
2. Nth weekday patterns
Schedule visits like “the first Monday of every month” or “the third Thursday of the quarter”. Ideal for communal areas, periodic deep cleans and carpet cleans.
3. Notify-on-move options
When you drag a job to a new time, choose whether the customer and cleaner are told. Small internal tweaks no longer trigger unnecessary messages, while real changes still reach everyone.
4. Availability Finder pattern checks
The Availability Finder does not just check one-off slots. It can check whether a cleaner is free for a whole regular pattern, so you can confirm a new weekly customer with confidence.
Staff and the app
5. Geofence radius
Adjust how close cleaners must be to clock in by GPS. A larger radius suits big sites and car parks, a tighter one suits terraced streets.
6. NFC tags
Fix a small NFC tag at a site and cleaners clock in by tapping their phone on it. Perfect for large buildings where GPS struggles. Our guide to NFC and offline GPS clock-in explains how.
7. Hide Job Financials
Let cleaners see everything they need for the job, without seeing prices, invoices or financial details.
8. Mandatory job forms
Require a checklist, risk assessment or site survey to be completed before a job can be closed, so important steps are never skipped.
9. Profile change approval
When cleaners update their own details in the app, changes wait for office approval, so records stay accurate.
Customers and marketing
10. UTM tracking on leads
Leads from quote forms and landing pages save their UTM tracking, so you can see exactly which advert, post or campaign brought them in.
11. Privacy check on photos
Before landing pages and marketing reels go public, a privacy check looks for faces, house numbers and number plates, so you do not accidentally reveal a customer’s home.
12. Going Away requests from customers
Customers can tell you they are going away through the portal. You approve, visits are skipped and everything restarts automatically.
Integrations and admin
13. Sending from your own email
Connect your own email through SMTP or Microsoft so invoices, reminders and quotes come from your business address. A built-in test checks it works.
14. Zapier and Make webhooks
Connect ProCleanerUK to other tools you use through Zapier or Make, for example to push new leads into another system or trigger actions elsewhere.
A few more worth knowing
- Tender Tracker: record tenders as submitted, won or lost.
- Commission report: see commission earned by staff.
- Van and site stock: track exactly where products are held.
- Hostaway integration: keep holiday let turnovers in step with bookings.
Which ones to switch on first
If you only try three from this list, make them draft jobs, notify-on-move options and NFC tags at your trickiest sites. Draft jobs make planning stress-free, notify-on-move stops unnecessary messages annoying customers and cleaners, and NFC tags fix the clock-in problems that cause the most payroll disputes. After those, look at Hide Job Financials, mandatory forms and UTM tracking, which tighten up control and show you where your work comes from. Each one takes only a few minutes to set up, and most businesses notice the difference within the first week of using them.
How to find more hidden gems
Set aside half an hour once a quarter to look through your settings and ask your team what slows them down. Often the fix is a setting that already exists. Free training sessions are also a great way to discover features you did not know about. Our settings check-up has more ideas.
Every setting included
Every tool on this page is included on every ProCleanerUK plan. Start your 28-day free trial and explore them with your own business, or book a free demo and we will show you the ones that suit you best. For a wider look at good practice, read our guide to best practices for cleaning business software.
FAQs
What are draft jobs?
Jobs added to the diary for planning but not sent to staff or customers until you confirm them.
What is a geofence radius?
The distance from a property within which a cleaner can clock in by GPS. You can adjust it to suit your sites.
Can I stop cleaners seeing job prices?
Yes. The Hide Job Financials setting keeps prices and invoices out of the staff app.
How do I know which marketing brings in leads?
Leads from quote forms and landing pages save their source and UTM tracking.
Can ProCleanerUK connect to other tools?
Yes, through integrations with Xero, QuickBooks, Sage, Stripe, GoCardless and Hostaway, and webhooks via Zapier or Make.