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Excelsior AI

Industry

Workflow automation for cleaning businesses.

Cleaning businesses scale by crews and rounds — and drown in the coordination between them: quotes, schedules, client changes, quality checks and invoicing, often managed from a phone between sites.

The coordination load

Every new client means a quote, a walkthrough, a schedule slot, a crew briefing and a recurring invoice. Every change — a cancelled visit, a new key arrangement, a special request — ripples through texts and calls. The service is systematic; the coordination usually isn't.

Workflows that fit cleaning operations

  • Enquiry → site-visit booking → quote → follow-up, tracked end to end
  • Recurring schedules that generate crew run-sheets automatically
  • Client change requests captured by form or message, confirmed automatically, reflected in the run-sheet
  • Per-site quality checklists completed on a phone, with photos, feeding a client-ready record
  • Job cycles ending in review requests — the growth engine for local cleaning brands

Start with the audit

Like every engagement, this starts with a free 45-minute assessment of one workflow — usually quoting or scheduling changes — followed by the Workflow Growth Audit if there's something genuinely worth fixing.

Example workflows

What this looks like in practice.

Illustrative examples — not client claims
Enquirysite-visit bookingquotefollow-up sequenceIllustrative example
Clean completedchecklist + photos filedreview requestIllustrative example

What is holding back your next stage of growth?

Bring us one real workflow. We will help you understand the constraint, estimate the opportunity and decide what is worth fixing. Free 45-minute assessment first.

Book a workflow assessment