Dashboard
Welcome back
Your whole business at a glance, revenue, pipeline, replies, and what's on today.
▾Suggested actions
▾This month
▾What CleanOS knows about your business
▾Today & quick actions
Today
Quick actions
Autopilot
Your agents worked while you were away
Four agents watch your business around the clock, collections, sales, retention, and compliance, and line up the exact moves that need you. No AI models, just your own data and your own templates.
Marketing
LinkedIn Outreach
Connect your own LinkedIn and run safe, human-paced connection + message sequences, replies land in your Reply Inbox. You set the daily limits; we keep it within LinkedIn's safe range.
Setup
Business profile
Your business identity plus the essentials every new cleaning company needs, work the checklist, each section shows what's done and what's left.
Brand completeness
Fill in what you have. Each field unlocks proposal quality downstream.
0%
BUSINESS ESSENTIALS
Your new-business launch kit 0/7
The seven things every professional cleaning company needs beyond CleanOS. Knock them out one by one, most take under an hour.
01 · IDENTITY
Business identity
Who you are. These fill the From line, signature, and proposal header on everything CleanOS sends.
02 · MAILING ADDRESS REQUIRED
Where you're physically located
Required by the US CAN-SPAM Act, every commercial email must include a real physical address. CleanOS auto-injects this into every cold email footer. A PO Box or registered-agent address is fine.
03 · TRUST & CREDENTIALS
What buyers ask for before signing
Facility managers, property managers, and procurement teams pre-qualify vendors on these. Every field you fill becomes a row on your proposal's "Why us" page.
04 · STORY, VOICE & VISUAL
How you sound and look
The story we tell prospects, the voice AI uses when drafting on your behalf, and the visual system that runs through every PDF.
#8b5cff
#5b5bff
No logo
Max ~2MB. Image is auto-resized for proposals.
Autosave ready
◉
Live preview
How your brand appears on proposals and emails
H
Your Company
City
Your company story will appear here once you fill in the form above.
Marketing
Lead Finder
Verified contacts, names, work emails, and phone numbers, for office managers and facility directors showing real buying intent for cleaning services this month. Nothing to set up.
Find cleaning leads
Search by city and state to surface local businesses and decision makers showing real buying intent. Searching is free; revealing a contact uses one lead credit from your monthly plan.
Find prospects researching cleaning right now
CleanOS surfaces verified contacts (names, work emails, phones) who have shown real buying intent for commercial cleaning services in the last 30 days. Just enter a city or state above and search. No setup, no API keys, no external accounts required.
Intent data powered by licensed third-party providers
Marketing
Website Visitors
Put a small snippet on YOUR website and see exactly who is browsing it: names, work emails, phones, and company, even if they never fill out a form.
Marketing
Prospect Search
Pull targeted decision-makers from our curated lead database by role and location.
Not the same as Intent Signals. Intent Signals (in Lead Finder) surface companies actively researching cleaning services right now. Prospect Search is a separate, curated database, pick a role and a city/state and pull matching contacts for targeted outreach. Both are great; this is just a different way to find leads.
Searching is free. Revealing a contact uses 1 lead credit from your monthly plan, viewing the same contact again is free.
See where your leads are across the country, filter by role/state above, or click a state on the map to drill in.
Marketing
Send Emails
One-shot outreach: pick your leads, write the email, hit send. Import leads from Lead Finder or paste your own. For multi-step drip sequences, use Outreach Campaigns instead.
Gmail not connected
Connect your Gmail to start sending. Queued emails go out automatically once Gmail is linked. Replies come back to your inbox.
Your leads
0
No leads yet
Run a search in Lead Finder first, then click Import from Lead Finder above to bring them here. Or paste a custom list below.
+ Or paste leads manually
Compose
Marketing
Email inboxes
Extra email addresses for sending outreach, so your main company email never gets flagged as spam.
Check your domain's deliverability
Before you send, confirm SPF, DKIM and DMARC are set so your email lands in the inbox, not spam. Check your main domain and any sending domain.
Add inboxes
Most operators run 3 inboxes per domain. Add more anytime.
Per inbox / month $5.00
Your total / month $15.00
Your inboxes
0 No extra inboxes yet
Add a pack on the left. Once they finish warming, they'll show here with a live warmup status and flow into your Send Emails rotation automatically.
Marketing
Outreach Campaigns
Multi-step email sequences that send themselves. Build once, set the schedule, watch replies come in. Each campaign drips emails to your contact list across days you choose.
Build your first automated outreach campaign
Pull contacts from the Lead Finder, write a 1 to 7 email sequence, set your schedule, and let CleanOS drip it through your inbox automatically, stopping the moment someone replies.
Automate your outreach
Build the sequence of steps your campaign follows. Drop steps from the right, drag to reorder, and set the wait between each email.
Proven cleaning-industry templates
Pick a starting point, it loads a ready-to-send sequence you can edit. Personalization tokens like {{firstName}}, {{company}} and {{city}} fill in automatically for each contact.
Marketing
Reply Inbox
Every reply to your outreach, in one place. Read it, let AI Chat draft your response, and turn an interested reply into a deal in one click.
Operations
Your team
Your crew roster, names, roles, contact info, and pay rates. Assign them to jobs and keep everyone organized as you grow.
Sales
Proposals
See exactly what each prospect does with your proposal: when they open it, which sections they read, how long, and when they sign.
Add a subcontractor
Compliance and documents
CleanOS stores these records for you. It does not verify documents or determine worker classification, that remains your responsibility.
Operations
Jobs
Schedule a visit, give the crew a task checklist, mark it done, then turn a completed job into an invoice in one click. Jobs show on your Calendar too.
Customer Success
Your clients
Every contract you've won, recurring value, service schedule, contacts, and invoice history in one place. Deals you win in the Pipeline land here automatically.
Select a client to see their full profile.
Finance
Profit per account
Real profit per account, your contract value minus the labor hours your crew actually clocked, at their pay rate. No setup and no $5,000 implementation fee: it's computed automatically from your Time Clock and client values.
Supplies & overhead
Finance
Reports
Trajectory, not snapshots, MRR growth, revenue collected each month, new clients, and win rate. Computed live from your invoices, clients, and pipeline. Nothing to set up.
Learn
Academy
Short videos that walk you through CleanOS step by step. Watch in order, each builds on the last. Videos play in your selected language (EN/ES) when available.
Operations
Dispatch
Your whole week of jobs, at a glance. Drag a crew member onto a job to assign them, or tap a name then tap a job. Drag a job to another day to reschedule it. Assignments are saved instantly.
Operations
Time Clock
Track your W-2 crew's hours, set each job site's clock-in area, and see who is on the clock, all in one place.
On the clock now
0Coverage this week
Your next 7 days of shifts and who has confirmed. Fill any gap before the client notices.
Checkpoint zones
Add zones per building (Restrooms, Lobby, Floor 2). Print the QR placards and post them; crew scan or tap each zone as they clean it, GPS-stamped.
Job sites
Each building has its own clock-in area. Crew can only clock in when their phone is physically there.
This month
Payroll & hours
Weekly hours per employee with overtime, ready to export for payroll.
Recent activity
0Crew clock-in links
Supply requests
0Crew messages
0 every
Operations
Supplies
Track what you keep on hand and a reorder point per item. When stock dips to that point it flags here. Mark an item purchased and the cost logs straight to your expenses, feeding true margin.
Quarterly equipment check (automation)
Every quarter, automatically email your crew a link to photograph their mops, towels, and equipment, so you can replace what's worn out. Off until you turn it on.
Crew requests from the field
On-hand inventory & reorder
Shop commercial-grade supplies
The kit pro operators run. Curated picks with order links to the top national suppliers.
Operations
Proof of service
Snap before/after photos and tick off the quality checklist after a visit, then send the client a branded report that shows the work got done. The #1 reason commercial cleaning contracts renew.
Inspections & QA scoring
Grade a building against the standard checklist. Builds a rolling quality score per site you can show the facility manager at renewal, the #1 tool for keeping commercial contracts.
New report
Recent reports
0No reports yet
Capture a visit on the left. Sent reports appear here with a link you can re-open or re-share anytime.
Customer Success
Reviews & reminders
Automatic, on-brand emails to the clients you already have, nudge them to re-book, ask the happy ones for a review, and win back the ones who drifted off. Sent from your own inbox, on a schedule you set.
Every automation is off until you turn it on and save. Messages send from your connected Gmail to the client's email on file, only to clients in the matching status, never more than once per window.
Re-book reminders
Nudge active clients to schedule their next service.
days
Personalize with {{name}}, {{company}}, {{senderCompany}}
Review requests
Ask happy, active clients for a quick review.
days
Personalize with {{name}}, {{company}}, {{senderCompany}}, {{reviewLink}}
Win-back offers
Send churned or paused clients a discount to come back.
days ·
Personalize with {{name}}, {{company}}, {{senderCompany}}, {{discount}}
Operations
Calendar
Walkthroughs, follow-ups, recurring service days, and invoice due dates, everything dated in CleanOS, on one calendar. Add your own jobs and reminders too.
Sales
Walkthrough & bid
Six-section on-site walkthrough that feeds the AI calculator. Pick the services the client needs, janitorial, day porter, windows, carpet, strip & wax, pressure washing, post-construction, each priced with its own formula. Skip the walkthrough if you already know the building.
⟁
On-site walkthrough , recommended, feeds the calculator
Quick start, let CleanOS fill this for you
Got an RFP or scope document? , upload it and CleanOS fills the walkthrough, bid & scope for you
PDF, Word (.docx), or text. The AI reads it, extracts the building details, required services & scope, and pre-fills everything, you review before it applies.
Estimate from photos (AI)
With the prospect's OK, snap a few photos of the space and CleanOS drafts your bid inputs below, facility type, approx. square footage, restrooms, condition, and scope. Always review before quoting.
01Building & contact
02Site basics
03Access & operations
04Area observations
05Current state
06Closing prep
All observations auto-feed the calculator
Services in this bid , toggle every service the client needs; each uses its own pricing formula
$
AI Bid Calculator
Auto-loaded by facility type
Labor & cost inputs
Production assumptions
Auto-loaded · override freely
Pricing method & breakdown
Production model
Estimate from sq ft & rooms
Staffing model
Client specifies crew & hours
Labor hours per visit
General cleaning
Restrooms
Breakrooms
Entry / lobby
Multi-floor logistics
Special areas
Total labor hours / visit
Cost build-up
Loaded wage (base + burden)
Labor cost / visit
Travel / admin
Supplies
Multiplier
Pre-minimum price / visit
Quoted price / visit
Monthly contract (× visits)
Eq. / sq ft / month
Eq. / sq ft / year
◆
Your price labor only · with supplies · consumables billed back
Labor only
$0/mo
Strictly labor, no supplies, equipment, or consumables
With supplies most popular
$0/mo
Our equipment & chemical agents, sprayers, chemicals, machines (+5%)
Consumables
Billed at cost
Paper, soap & liners, we manage ordering & inventory, billed back to the client
Scenarios
Save the current bid as a named scenario to compare alternates side-by-side
Sales
Proposal Generator
Send a proposal that makes you look like a $10M company. Built-in attorney-grade Commercial Cleaning Services Agreement, in-document e-signature, and a polished page or PDF.
STEP 1, PICK THE FACILITY TEMPLATE
Different facilities need different language and scope. The template pre-fills the scope of work, compliance section, and key selling points for that industry.
BUILD THE SCOPE OF WORK
Pick tasks from your facility's library or write your own, every change flows straight into the proposal's Scope of Work below.
Sent from your company. Edit company name
Scope ready? Open Proposal Studio to design a client-ready proposal, cover, pricing, agreement, and signature, then send or download it.
H
Your Company
A janitorial business that cares.
01Prepared for
RECOMMENDED · BETTER
$0/mo
02Executive summary
03Scope of work
04Service schedule
09Investment
Labor only
$0/mo
Strictly labor, client supplies consumables
With supplies most popular
$0/mo
Our equipment & chemical agents (+5%)
Consumables
Billed at cost
Paper, soap & liners, we manage ordering & inventory
10Service agreement
11Acceptance & signatures
SERVICE PROVIDER
Authorized signatory
CLIENT
Sales
Pipeline
Kanban and list views. Walkthroughs in queue, proposals out for signature, deals won, deals lost. All in one board.
0
Active deals
$0
Pipeline value
$0
Won this month
0%
Win rate
Add deal to pipeline
Marketing
My Leads
Every lead you have revealed or saved, from every source, in one place. Nothing is ever lost.
Marketing
Outreach Tracker
Track every call, email, and follow-up for the leads you are working. Push leads here from Lead Finder.
Sales
On-site walkthrough
Six-section on-site walkthrough that feeds the AI Bid Calculator. Complete the walkthrough here, then jump to Bid Calculator to generate the bid.
Marketing
Template library
Curated starter templates for every stage of cold outreach, plus a place to save your own. Click any template to use it in Send Emails. Edit, duplicate, or delete your custom ones any time.
WELCOME TO CLEANOS · 1 of 3
Let's set up your business basics.
All fields below are required so CleanOS can auto-fill every email, proposal, and bid. Takes less than a minute.
Required to use CleanOS
Subject
Body
The highlighted {{tokens}} get replaced when you hit Send, e.g.
{{firstName}} → "Anika". {{company}} always becomes "your organization" (provider company data is too unreliable to put in an email). Create a new template
Sales
Scope Builder
Pick a facility type, add tasks from the industry library, fine-tune frequency and order, then push the finished scope of work straight into the Proposal Generator.
STEP 1, FACILITY TYPE
Choose the kind of space you're bidding. We'll load a task library tuned to that industry.
STEP 2 · YOUR SCOPE
0 tasks · ≈ 0 hrs/visit
Pick tasks for each room from its dropdown, and set how often each one runs. Add your own rooms with “Add room / area”.
Task Librarybrowse every task for this facility›
Finance
Get Paid
Send a clean, professional invoice with a secure pay link. Your client pays by bank transfer (0.8%, capped at $5) or card, and the money lands straight in your bank account, you're notified the moment it clears.
Payment account
Powered by Stripe, bank-grade, payouts straight to your account
Loading…
Heads up: payments go straight to your own account under your own business and tax ID, CleanOS never holds your money. You're the business of record, so you handle your own taxes and any 1099s for income you receive. CleanOS just gives you the tools to invoice and get paid.
New invoice
Pre-fill from your bid or a pipeline deal, or build it line by line
How will the client pay?
ACH bank transfer (cheapest) or card. Your numbering, terms & late-fee text apply automatically.
Next invoice number: INV-0001
Invoice settings & payment terms
Monthly contracts (auto-invoicing)
Created, numbered & emailed automatically, recurring revenue on autopilot
Finance
Receivables
Every invoice you have created, with status, aging, and one-tap actions. Create a new one from Get Paid.
▾Revenue & projection
▾Outstanding & collected
▾A/R aging
CRM
Messages
Every client request in one place. Dispatch it to your crew or subs behind the scenes, track it to done, and keep a clean record. Your client never sees the back end.
Finance
Payables
What you owe your subcontractors and vendors: how much, when it is due, and whether you have paid. Nothing to a sub or a vendor slips through.
Resources
Pricing & billing
Your plan, your lead quota, credits, AI writes, and how CleanOS prices your bids, all explained in plain English.
Resources
Signature & eSign
Every CleanOS proposal ships with a binding service agreement and a built-in, legally valid electronic signature, no DocuSign subscription needed.
Resources
How-to library
A plain-English guide to every tab in CleanOS, what it does, how to use it step by step, and the tips that make it pay off.
Grow
Growth Center
Recommended tools and partners to help you win, fund, and fulfill more commercial cleaning contracts.
CleanOS partners are independent third-party companies. We may earn a referral fee when you connect with a partner, it never changes what you pay. We curate for fit, but always do your own due diligence before signing anything.
Your Growth Profile
The more we know, the better we match you to financing, insurance, and payroll partners that actually fit a cleaning business your size. Used only for matching, never sold.
Get matched
Settings
Account
Your plan, payment method, billing history, account info, and privacy controls, all in one place.
CleanOS Lead Finder, Chrome extension
Find contacts (name, company & verified work email) on any website and save them straight to your leads. Install it in two clicks, it connects to your account automatically.
$
Plan & billing
Your current plan, payment method, next charge, and full billing history.
Current plan
Next charge
Status
Clicking "Manage payment & invoices" opens our Stripe billing portal, update your card, download receipts, or change your plan. Cancellation is one click; no calls, no waiting.
◉
Account info
Sign-in details. Brand info (name, company, address) lives in the Branding tab.
Email
Password ••••••••
Account created
Last sign-in
Communication preferences
Choose what we email you about. Transactional emails (receipts, password resets, security alerts) can't be turned off, they're required for account safety.
Data & privacy
Your rights under GDPR (EU) and CCPA (California). Export your data anytime, or delete your account.
Download all my data JSON file with every row CleanOS has stored under your account.
Delete my account Permanently deletes everything. 30-day undo window via email link.
Read our Privacy Policy and Terms of Service.
Sorry to see you go.
Before you cancel, help us improve. Why are you leaving?
Delete your account?
This will permanently delete your account, brand profile, pipeline deals, saved leads, proposals, and all related data after a 30-day grace period.
- Your active subscription will be cancelled (you keep access until your current period ends)
- You'll get an email with an undo link, click it within 30 days to cancel the deletion
- After 30 days, deletion is irreversible
- Stripe billing history is retained per accounting law (download invoices first if you need them)
Type DELETE to enable the button below:
Founder
Admin
Founder-only view. Aggregate user counts, signups, plan breakdown, and recent activity across the whole CleanOS install.
Give someone access
For clients who paid you directly (coaching, bank transfer). Enter their name + email, click the button, then copy the link it gives you and send it to them. They set their own password. Plan: Growth.
Grant free access (advanced)
Give a specific account complimentary access (no Stripe charge). They must already have an account.
Support inbox
Messages from the in-app Help & Support form. Saved here even before email is set up, so nothing is ever lost.
Loading…
Orphaned payments
Active paid Stripe subscriptions that did not match any account (customer paid with a different email). Link each one to the correct customer to provision them instantly.
Loading…
Signups · last 30 days
Daily new account creations.
Active logins · last 30 days
Distinct users who signed in each day.
$
Plan distribution
Paid tier mix today. Track this weekly to spot upgrade/churn patterns.
How users found us
Acquisition source / social platform each account selected at signup. Populates as new users onboard.
◉
All users
Every account with brand info, activity counts, signup + last-login times. Click a column header to sort.
