CleanGear Flow Guide
How the tools work together — and on their own.
The Connected Flow
CleanCapture and CleanDesk are built to work as one connected flow — from the first client request all the way to a paid invoice and an ongoing recurring client. A request captured in CleanCapture drops straight into CleanDesk with its details pre-filled, so you never re-type the same information twice. One license key works across your whole crew — every device that enters your key sees the same business data. (An internet connection is required to save and sync your data.)
CleanCapture — Capture the Request & Book the Job
Share your lead form and your booking link anywhere — text, social, a flyer, your website. The lead form collects everything you need to price a clean: room counts, service type, frequency, pets, and notes. Clients can also book a real time slot from your availability, with double-booking prevented automatically. Every request and booking lands in your dashboard instantly, and a notification email hits your inbox.
Need photos before you can quote? When you send a client a Request Photos link from CleanDesk, it opens a simple public upload page where they snap or pick photos right from their phone. The images are compressed in their browser and attach straight to the matching quote — no app or login required.
Dashboard
Recurring blocks pushed from CleanDesk show up right on your booking calendar, so your standing clients automatically hold their regular time slots. One key works for your whole crew across every device.
CleanDesk — Quote, Invoice, Track & Manage Recurring Clients
Turn the request into a professional quote — choose a simple flat-rate display or a detailed line-item breakdown, whichever fits the job. From there, move the quote into Active Jobs to track real costs, send it straight to an invoice, or add the client as a recurring client. Invoices carry Venmo, Cash App, and Zelle payment links built in; print or save them as a PDF and you're paid. Email a quote or invoice straight from CleanDesk, mark invoices paid when the money lands, and your Dash keeps a rolling tally of income paid in the last 30 days.
The permanent Recurring Clients dashboard keeps a full visit history and running profit tracking for every standing client. When you complete a visit, CleanDesk can automatically generate the invoice for you. Need to take a client off the schedule for the winter? A seasonal pause stops reminders and auto-invoicing and frees the booking slot — resume any time and pick up right where you left off.
Dashboard
Unpaid invoice reminders are governed by a single toggle on your Profile — turn automatic reminder emails on or off for your whole account.
Use Each Tool On Its Own
CleanCapture and CleanDesk each work completely on their own — neither requires the other. Pick up just the one you need today and add the other whenever you're ready.
CleanCapture (standalone)
Run a professional lead form and online booking on their own. Share your links anywhere, set your availability, and collect client requests — room counts, service type, frequency, pets, and notes — and booked time slots straight to your dashboard. One key works for your whole crew on any device.
Dashboard
CleanDesk (standalone)
Build branded quotes and invoices, track real job costs, manage recurring clients with visit history and running profit, and keep a full history — all on their own, no other tool needed. Simple flat-rate or detailed line-item display, tax, built-in payment links, email-with-signature requests, photo attachments, a Mark as Paid action that drives a rolling 30-day paid income stat, and an account-wide unpaid invoice reminder toggle on your Profile.
Dashboard