Cleaning Company uses

​@Jamie R Breeding -  Hi and welcome to the HoneyBook Community! You're totally in the right place—and it’s great that you're already thinking about how to set things up to work best for your cleaning business.

While HoneyBook is often used by creatives and service-based pros like designers, planners, and coaches, it's absolutely flexible enough to support cleaning companies too. In fact, I’ve seen many service providers (from home organizers to contractors) customize HoneyBook to streamline their bookings, client communication, and invoicing—and it works really well once it's tailored to your workflow.

Here are a few tips to help you get started:

🧹 Naming Things

• Use your service types as project types—for example: "One-Time Deep Clean," "Weekly Residential Cleaning," or "Commercial Cleaning Services."

• For files and templates, you can label them clearly by the stage (e.g., "Initial Inquiry Form," "Service Proposal," "Cleaning Agreement," "Invoice – Weekly Service").

📁 Useful Categories/Tags

• Create tags to organize clients by type (residential vs. commercial), service frequency (weekly, bi-weekly, etc.), or even by location or assigned cleaner.

• Tags are also helpful for follow-ups and seasonal campaigns, like spring cleaning reminders.

📥 Lead Capture

• Use the Contact Form or Lead Capture Form and embed it on your website or link from social media.

• Ask questions that help you qualify leads—like square footage, number of bedrooms, service frequency, and preferred days.

📅 Workflow Suggestions

• Set up an automation to send a thank-you message after someone inquires, followed by a scheduler link to book a walk-through or consult.

• You can also use Smart Files to combine proposals, contracts, and invoices into a single, professional client experience.

Finally, since you're here—this community is a great place to ask questions, swap templates, and get tips. You can also submit feature requests or explore the HoneyBook Help Center if you’re looking for tutorials.

And if you ever want ideas on how to structure a particular document or workflow, feel free to ask. We’re happy to help you get the most out of the platform! 💛