How to manually charge customers

Charging customers is easy! You can automatically set up Maidily to charge customers through our automation feature or you can do it manually directly from the Job related to the Customer!

From the Customer page view select the Job which you want to charge for

In the Job details page click into the Job status drop down menu and select the correct Job statuses – as the job progresses through completion.

Once ready to charge select ‘Completed’ from the Job status menu

Once the Job is charged the Job status will be set to ‘Paid’

If the Job is set to a recurring subscription it will automatically recreate the next Job for the correct date and time.

How to add recurring cleanings to Jobs

In order to create recurring cleanings you have to ‘Activate’ the recurring subscriptions through the Pricing module.

Once the desired recurring subscriptions are set to “Active’ and all necessary information is filled out (discounts and prices) you can select from the ‘Active’ subscriptions when you create a ‘New Job’ or when you ‘Edit a Job’

  1. Click Edit/Add Job
  2. Select from Subscriptions dropdown
  3. Scroll down Click ‘Save’/’Update booking’

*Once the Job status is set to ‘Paid’ by first setting the Job status to ‘Completed’ then charging the customer (the status will then automatically be set to ‘Paid’) by pressing the ‘Charge’ button in the top right the job will be automatically recreated and placed on the calendar if its a recurring subscription.*

How to create and send an invoice

1. Create a customer

2. Create a job

3. Add your job duration (only applies if you have selected Hourly pricing in Settings -> General) – this is not a requirement for creating invoices

4. Add your rate (hourly in USD) – this is not a requirement for creating invoices

5. Add your custom line items that will show up on the invoice, including pricing for each item (USD)

6. You can see the line items being added in the Payment details section to the right

7. Click on View/Send Invoice in the top right when ready to preview and send

8. Clicking on Send Invoice will send the invoice to the customers email. Clicking on Print Invoice will prepare it for printing.

9. If your Maidily account is integrated with Stripe, your customers will have the ability to pay the invoice directly through a secure online link that will appear for them.

10. Once the Invoice is sent the Job status will automatically be set to Invoice Sent

11. If the invoice can be paid online by the customer, the job status will automatically switch to Paid (if it’s a recurring job it will be automatically recreated on the schedule).

Why Your Cleaning Business Needs a Website

We live in a digital age where a variety of communication, research, and decisions are made using online resources. 

While word-of-mouth recommendations for your cleaning business are still valuable, how they get passed along from person to person has changed. Nowadays, word-of-mouth can be considered “word-of-text” or “word-of-email.” 

This makes having an easy to use, mobile-friendly website for your cleaning business a necessity, especially if you want to compete with other industry leaders.

A cleaning business website will not only enable your current customers to more easily share your company with their friends and family but it will provide you, as a business owner, with numerous benefits. 

Online marketing with a website is key to finding success as a cleaning company. Your cleaning business needs a website and here are all the benefits it will bring:

A Cleaning Business Website Lands Your More Customers

When someone is interested in hiring a cleaning service for personal or commercial buildings, they often have one main goal: to end up with a sparkling clean space. Rather than a potential customer having to spend time looking for pricing, contacting your business, and waiting for a response to find a time that works for everyone, a website enables you and your customers to get the information they need with less time in between. 

A cleaning business website that is optimized for the service industry offers online booking and checkout options. This quick, easy, and streamlined process is essential in landing more customers. With your booking process highlighted on the front page of your website, customers don’t have to search for a contact number or wait to hear back from you. They can get what they came for: a clean space.

A Cleaning Business Website Hosts Reviews 

While Yelp and Google reviews are an important tool for businesses, having reviews on your cleaning business website is another way for potential customers to learn more about your service from a customer’s perspective. 

People trust referrals more than advertising. In fact, studies have found that 92% of customers believe referrals from friends and family are more trustworthy than advertisements from a company. And 88% of people trust online reviews as much as they trust the opinion of their friends and family.

While a company can claim whatever they want about themselves via an advertisement, hearing from actual customers is what helps potential customers make their final decision. Having multiple reviews on multiple platforms, including your own website, is key to landing more customers.

Nowadays, if any company doesn’t have at least a basic website, their validity may be questioned. A cleaning business website is a way for you to show the online world that you are a legitimate business with expertise in your industry. 

By having a clear, easy-to-navigate website for your potential customers to view prior to hiring you, they will get a sense of who you are and what you do, which will begin to establish trust. And consumers are more likely to work with a company they know, like, and trust. 

A Cleaning Business Website Enhances the Customer Experience

In a 2017 survey, it was reported that 84% of companies that made customer experience a priority in their marketing strategy saw an increase in their overall revenue. One easy way for cleaning businesses to enhance their current and potential customers’ experience is with a website.

With a website template tailored to the cleaning industry, you can save yourself and your customers time by optimizing the user experience with online booking and payment options and easily accessible contact information. 

A Cleaning Business Website is Cost-Effective and Provides an Immediate Online Presence 

Long gone are the days where a business has to spend thousands of dollars on traditional marketing and advertising to reach their ideal customers. With the accessibility of a web platform, you can start promoting your cleaning business to the digital world within minutes. 

Whether you tackle the task of developing a website yourself or save time and money by utilizing a customizable cleaning business website template, you can start online marketing today. The results are worth it. 

Launch a Custom Website for Your Cleaning Business With the Help of Maidily

If you are looking for ways to grow your cleaning business, land new customers, and spread the word about your services, online marketing is the place to start. With the vast benefits a website brings to your company and customers, there is no more time to waste.

At Maidily, we have developed a highly optimized cleaning business website template that produces results. Customized to your unique needs and business goals, your new website will result in high conversions and increased sales. 

As a cleaning company owner and leader in the service industry, we know what works when it comes to online marketing for cleaning companies, and we are excited to help your cleaning business grow. 
Find out more about how Maidily can launch your cleaning business website today!

How to Integrate Twilio

Here’s a step by step for Twilio so that you can send automated text message reminders and receipts to customers: 

Here’s a good Knowledge Article for setting up automation – Job & Customer Reminder Automation Set Up

Twilio Integration: 
1. Create a Twilio account 2. Create a Twilio number by clicking on “Buy Number”

3. At creation – make sure that the number has SMS enabled capabilities 

4. Go to Twilio’s Dashboard page 5. Copy the Account SID and Auth Token (click on “Show” then copy)

6. Inside of Maidily got to Settings -> Integrations – Twilio 

7. Click on “Disconnected” 

8. Enter your Twilio phone number – please include the +1 in front of it: +16784690290 

9. Copy the Account SID and Auth Token into the corresponding fields

10. Scroll down and click “Save” 

How to Integrate MailChimp

You have to integrate your MailChimp account in order to use our Website Pop Up. After following the directions in this Knowledge article jump into How to Add a Website Pop Up and start collecting emails!

Steps to follow:

1. Create a free MailChimp account 

2. Create a MailChimp audience

3. Get your MailChimp audience 

4. Click on the Audience tab

5. Then click on Manage Audience on the right

6. Then click on Settings

7. Click into Audience name and campaign defaults

8. Copy and paste your Audience Key from MailChimp into Maidily (Settings –> Integrations)

9. Click into your Account in the top right – click into “Account”

10. Click on the “Extras” tab and Select API Keys

11. Scroll down to your API Key section – just create one if none exist – 

12. Once you create it – copy and paste that API Key into Maidily – (Settings –> Integrations) under the MailChimp section, next to the key you copied and pasted for your Audience. Click Connect

13. Click Save at the bottom of the page!

Thats it! Simple right?

How to Integrate Stripe

Our payment processing is done through Stripe! You will need to set up a Stripe account (free) in order to take credit cards/debit cards through Maidily.

Stripe’s fees are 2.5% and $0.30 per successful card transaction.

Once you have your Stripe account just follow these steps to connect it to Maidily:

  1. In your Stripe account navigate to “Developers” on the left hand side
  2. Click on API Keys
  3. Copy your Publishable key and Secret key (please make sure that the toggle switch for “View test data” is toggled to the left)
  1. Inside your Maidily account navigate to Settings -> Integrations
  2. Under the Stripe section click on “Disconnected”
  3. Paste the Publishable and Secret keys in their representative boxes
  4. Scroll down at the bottom of the page and click “Save”

If your Secret key is not showing in full (the same length and look as your Publishable key) you will have to roll the key in order to create a new so it can appear in full.

Once done, navigate back into Settings -> General and scroll down to the “Business info” section and toggle “On” the “Require and show card information for payment” switch.

All done! You can now take credit card payments on Maidily!

You will have the option to add a credit card under a customer when you are first creating them in this section:

You will be able to select from multiple credit cards under 1 customer when you create a Job in the “Payment” section of the page:

Have questions? Email us:

Top 6 Reasons to Use a Scheduling CRM for Your Cleaning Business Today

Have you been dreaming about landing more cleaning clients, growing your maid business, and effectively managing your cleaning company online? Your dream can become a reality by using a Customer Relationship Management (CRM) scheduling software tailored specifically to the needs of your cleaning business. 

At Maidily, we understand, firsthand, what it takes to run a successful cleaning company, which is why we have developed a robust CRM software system just for cleaning and maid service businesses that will meet and exceed your needs.

Investing in a CRM system will help your business grow and increase your customer base and revenue. Discover the top six benefits of investing in a scheduling software for your cleaning company today.

1. Increase Productivity and Save Time

From maintaining a schedule, to following-up on new bookings, to managing a cleaning team and doing jobs yourself, you are an extremely busy business owner. Wouldn’t it be nice to have a software in place that helps you save time, money, and energy while increasing your overall productivity? That’s exactly what a CRM system can do. 

You can effectively manage every aspect of your cleaning business online and remotely by utilizing a scheduling software. Track your to-do list and never miss a beat by prioritizing and filtering tasks so you know what is coming up next.

2. Miss Fewer Cleaning Appointments 

Long gone are the days where you have to write down your appointments in a physical calendar, erasing and adjusting multiple jobs with just a pen and paper. A CRM scheduling system manages your customer subscriptions for you and automatically tracks each job, including cancellations and rescheduled customers. 

Manually managing your schedule leaves room for error, which may lead to missed appointments and loss of business. Having an online calendar with the ability to recreate jobs for you based on your customers’ needs means less hands-on work for you. 

Do you have a bi-weekly cleaning appointment? Your calendar knows your customer’s subscription and can automatically add a recurring job every two weeks. This is a convenient way to stay organized when you have multiple cleaning jobs each day.

3. Get Paid the Right Amount On-Time

Rather than having to worry about your pricing for each product and service for each customer, a CRM system allows you to integrate your products and pricing online with easy-to-use forms that are customer-friendly. These ready-to-use booking forms integrate into your website for an easy and seamless checkout process for your customers, which leads to increased online conversions. 

At Maidily, we know determining pricing for your cleaning services can be difficult. That’s why we have included a standardized pricing methodology into our CRM software. This allows you to stop worrying about what you are charging and focus on performing your services well, getting paid the right amount on-time from here on out.

4. Keep Records Easily Accessible

With a customizable CRM tailored to the cleaning industry, you will be able to track and manage all your business relationships in one place. View booking history, notes from your cleaning team, customer analytics, and invoice and payment information for each client in their unique profile. 

By switching to a fully online record keeping experience, you will save yourself the time of having to sift through paperwork and be able to bring all your customer information with you on-the-go.

5. Effectively Manage Your Cleaning Team 

Whether you are a cleaning team of one or have a team of maids working for you, a CRM system that is tailored to the cleaning industry allows you to effectively manage all your jobs online. Rather than calling and trying to reach service professionals when there is a change, simply assign maids to jobs online with just one click. Sending out job reminders and updates is just as easy. Have a client that is recurring business? Great! Save yourself time by scheduling an automatic appointment for hands off tracking.

6. Get More Business Leads and Land New Clients

With all this time, money, and energy you are saving by switching to an online, customizable cleaning company scheduling system, you will have the ability to get more leads and land new business.

Plus, a robust CRM software offers unique functions to help grow your business even more like customizable cleaning discounts to entice new and past clients. Drive your sales higher than ever by offering discounts, creating urgency with expiration dates, and turning discounts on and off whenever it works best for your business. You can even track which discounts resulted in increased sales to ensure you are getting the best bang for your buck.

Grow Your Cleaning Business Now With Maidily 

If you are ready to boost your sales and grow your cleaning company, now is the time to switch to an online scheduling and managing system. At Maidily, we have multiple packages available, each tailored to your specific needs as a company. 
Long gone are the days of manual scheduling, missed cleaning appointments, and lack of tracking. Grow your cleaning business now with Maidily. Get started for free today.

Job & Customer Reminder Automation Set Up

Use our powerful automation tool to propel your cleaning business to the next level. Check out our video below!

1. Set up Job Charging Automation through Settings (Settings –> General) and have Jobs automatically charge and send email/text receipts to customers! Check out our Templates to see what these notifications look like!

Turn “On” Payment and Receipt Automation

Once the Status for a job is automatically set to “Paid” from the automation the job will recreate itself on the calendar, if it’s a recurring cleaning.

2. Set up Customer Reminder Automation through Settings (Settings __> General) and have Customer Reminders automatically send via email/text.

Turn “On” Text and Email Reminder Automation

Customers will receive an email/text reminder On/Before (set the number of days On/Before the scheduled date for the job). Check out our Templates to see what these notifications look like!

Job Automation & Customer Reminder Automation Walkthrough

Templates Set Up & Customer Email/Text Notifications

Our powerful email notification system is design to be easy to use but powerful enough to grab the attention of your customers so you never have a “forgotten” appointment.

Here’s a walkthrough of how to set up and check your Templates (Settings –> Templates)

Please note that booking confirmation and cancelation receipt emails automatically send to customers upon job creation/cancelation!

Templates Set Up Walkthrough