Planfix for Cleaning and Janitorial Planfix CRM and Project Management System

Planfix for Cleaning and Janitorial

Capture orders, route crews, prove quality. Deliver to standard at lower cost.

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Centralize orders without retyping — Planfix for Cleaning and Janitorial

Centralize orders without retyping

Turn email and messages into tasks. Auto triage sets priority, site, and time window. Capture scope with fields and templates so every order is clear from the start.

Centralized intake

Auto triage

Route boards with ETAs

Mobile checklists

QC scorecards

Centralized intake — Planfix for Cleaning and Janitorial

Centralized intake

Collect orders from webforms, email, and chat in one queue.
Create tasks automatically with required fields and templates.
Keep one thread for scope, options, and SLAs.
Intake rules
Auto triage — Planfix for Cleaning and Janitorial

Auto triage

Set priority, site, and time window on arrival.
Label defects and risks for fast visibility.
Enforce SLAs with timers and reminders.
Statuses and SLAs
Route boards with ETAs — Planfix for Cleaning and Janitorial

Route boards with ETAs

Drag and drop routes that respect skills and time windows.
Block conflicts before they happen.
ETAs update as crews check in.
Tasks on the map
Mobile checklists — Planfix for Cleaning and Janitorial

Mobile checklists

SOP steps guide work offline and on site.
Require before and after photos for evidence.
Assign checklist items to specific roles.
Checklists
QC scorecards — Planfix for Cleaning and Janitorial

QC scorecards

Standardize audits with clear criteria.
Auto create rework tasks with SLAs.
Track MTTR to closure with dashboards.
One click rework
Plan routes and assign crews in minutes — Planfix for Cleaning and Janitorial

Plan routes and assign crews in minutes

Use a route board to cluster work by area and window. Balance loads and respect skills. Keep arrivals on schedule while cutting travel time.

Calendars and windows

See day, week, and month views to manage time windows across sites.

Hourly schedule

Distribute crew work by hour and route with drag and drop control.

Geo view

Place tasks on a map to cluster routes and reduce travel.

Enforce quality and show proof — Planfix for Cleaning and Janitorial

Enforce quality and show proof

Scorecards make QC objective. Label defects, attach photos, and auto create rework with SLAs. Track MTTR and close the loop fast.

Evidence capture

Attach photos and files from device or cloud. Keep proof with the task history.

Instant rework

Create rework tasks with one click. Apply SLAs and assign owners automatically.

QC and MTTR tracking

Dashboards show pass rates, rework volume, and time to recovery by route and site.

What you will see in action — Planfix for Cleaning and Janitorial

What you will see in action

Today’s route board updates ETAs as crews check in. A QC miss creates a rework task with an SLA and MTTR tracked to closure.

The value you get

The value you get — Planfix for Cleaning and Janitorial

Fewer missed windows

Consolidated intake and reminders keep arrivals on schedule.
The value you get — Planfix for Cleaning and Janitorial

Lower travel time

Clustered routes and realistic timeboxes reduce drive time.
The value you get — Planfix for Cleaning and Janitorial

Higher first time right

SOP checklists and evidence capture raise quality consistently.
Weeklies and deep cleans scattered across chat and spreadsheets.
Need consistent delivery across sites without adding coordinators.
Quote approvals in email and scope changes lost in chat.
Arrivals slip and customers call first.
QC feels subjective and proof is scattered.

Capture the order

Centralized intake. Auto triage sets priority, site, and window. No retyping across tools.

Scope and price

Checklists and photos remove ambiguity. Options and SLAs live in one thread.

Plan routes and assign

Drag and drop routes. Respect skills and time windows. Block conflicts automatically.

Dispatch and guide work

Mobile app with SOPs. Timers, and required photos ensure compliance.

Quality control

Scorecards standardize audits. Rework auto created with SLAs. MTTR is visible end to end.

Customer sign off

Quick CSAT, and instant report with photos and timestamps.

Close and learn

Reports show on time arrival, QC, rework rate, and margin by route and site.

One system of record. Routes run on schedule. QC is visible and fair. Customers see proof, not promises. You scale sites without scaling chaos.
Common concerns answered — Planfix for Cleaning and Janitorial

Common concerns answered

Setup can start with email to ticket and a ready checklist. Mobile is simple. Keep your current channels and map each one to a task. Integrate deeper when you are ready.

Why switch

Spreadsheets and chat lose context. Planfix centralizes intake, attaches evidence, and enforces SLAs.

Generic CRM misses field logic. Planfix adds routes, geo check ins, SOPs, and QC scoring.

Rigid field service apps slow changes. Planfix is no code so you tailor forms and workflows fast.

Make every clean predictable with Planfix

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