Compare CE plans and choose the right fit for your cleaning business.
CE subscription plans
Choose the right CE plan
Start free with estimates and leads, or choose a paid plan for your team and work order volume.
CE free trial14-day free trial
For eligible new paid subscriptions. One CE-managed trial per workspace. Free is not a time-limited trial.
CE plan
Free
Start capturing leads and creating professional estimates for free.
$0.00/month
$0.00/year
- 1 director
- 50 estimates per month
- Leads created from estimates
- Form Configuration
- External Estimate Form — WordPress and universal iframe
- No credit card required
Start with CE Free and choose a paid plan when your team needs work orders.
CE plan
Solo
$39.00/month
$397.80/year
CE free trial14-day free trial
For eligible new paid subscriptions. One CE-managed trial per workspace. Free is not a time-limited trial.
- Unlimited estimates
- Unlimited active customers
- Unlimited helpers
- Unlimited leads
- 1 crew leads
- 1 directors
- 100 work orders/month
- Director handles estimates
Same full CE functionality. This plan changes capacity, not core feature access.
CE plan
Small Team
$69.00/month
$703.80/year
CE free trial14-day free trial
For eligible new paid subscriptions. One CE-managed trial per workspace. Free is not a time-limited trial.
- Unlimited estimates
- Unlimited active customers
- Unlimited helpers
- Unlimited leads
- 3 crew leads
- 2 estimators
- 2 directors
- 300 work orders/month
Same full CE functionality. This plan changes capacity, not core feature access.
CE plan
Growing
$119.00/month
$1,213.80/year
CE free trial14-day free trial
For eligible new paid subscriptions. One CE-managed trial per workspace. Free is not a time-limited trial.
- Unlimited estimates
- Unlimited active customers
- Unlimited helpers
- Unlimited leads
- 7 crew leads
- 5 estimators
- 5 directors
- 1000 work orders/month
Same full CE functionality. This plan changes capacity, not core feature access.
CE plan
Business
$199.00/month
$2,029.80/year
CE free trial14-day free trial
For eligible new paid subscriptions. One CE-managed trial per workspace. Free is not a time-limited trial.
- Unlimited estimates
- Unlimited active customers
- Unlimited helpers
- Unlimited leads
- 15 crew leads
- 10 estimators
- 10 directors
- 3000 work orders/month
Same full CE functionality. This plan changes capacity, not core feature access.
Business advantage
Advanced Integration Control lets authorized administrators manage their own Google/Microsoft OAuth applications, Google Maps & Places key, Google Routes key, Residential Property Records provider key, and Brevo transactional email account.
Included with every paid CE plan
Paid CE plans share core tools for estimates, customers, scheduling, field service, payments, accounting, payroll preparation, and business management. Team capacity, monthly Work Order volume, service allowances, and eligible integrations depend on your plan and connected providers.
Lead capture & website forms
- Capture complete estimate requests directly from your website
- WordPress connector plus universal iframe embed for non-WordPress sites
- Customize service choices, fields, labels, fonts, colors and customer messages
- Location-aware ZIP/service-area validation with per-location radius support
- Google Ads / Tag Manager conversion reporting after a saved estimate without redirecting the customer
- Confirm saved website estimate requests with a customer email and optional enabled SMS or WhatsApp receipts containing the request details.
Form configuration & pricing control
- Residential, office, organizer and Cleaning + Organizer workflows
- Pricing by size, condition, frequency, extras, add-ons and minimums
- Planned-time ranges, Organizer multipliers and configurable service labels
- Recurring discounts, property-condition adjustments and customer-facing disclaimers
- Load the CE Default Form Template without replacing unrelated workspace settings or business records
- Create named recurring schedules with day or month intervals and optional discounts, including calendar-aware monthly dates.
Service behaviors & custom choices
- Build reusable Residential, Office, Organization, Combined, and Hourly service behaviors.
- Give each behavior its own service catalog, pricing, sections, and selection rules.
- Duplicate and customize behaviors, then map service choices to the workflow they use.
- Keep enabled service choices available to staff while hiding them from customer website forms and embeds.
- Preserve the behavior settings used for a saved estimate so later configuration changes do not rewrite its original service choices.
Hourly housekeeping & shifts
- Set the hourly housekeeping rate, minimum hours, and default requested hours for each behavior.
- Create, name, reorder, enable, or disable shifts and set maximum hours for each shift.
- Reject requested hours below the minimum or above the selected shift maximum with a warning on public forms and staff estimates.
- Use requested hours and the hourly rate to calculate the estimate price and planned service time.
- Run hourly housekeeping with time tracking and completion controls instead of cleaning checklist and photo steps.
Estimates, visits & approvals
- Create professional estimates from staff or public website submissions
- Schedule estimate visits and track Completed, Canceled, No entry and Missed outcomes
- Use Estimator availability and personal/company calendar conflict checks
- Email estimates and collect secure customer approvals online
- Convert approved estimates into customers and Work Orders through the CE approval workflow
- Open a read-only Quick View of saved estimates and leads directly from their lists on mobile or desktop.
- Set approval deadlines and reminders, track expired approvals, and let authorized staff reopen expired estimates for revision.
- Preview the current estimate price and planned service time as staff adjust the estimate, with a floating price preview on mobile.
Service agreements & signatures
- Use default service terms or publish company-written general and recurring agreements in English, Spanish, and Portuguese.
- Require customers to open, scroll through, and acknowledge each applicable agreement before signing and approving an estimate.
- Collect a hand-drawn signature by default, with an optional cursive signature generated from the typed name.
- Bind the signed agreement to the estimate details, accepted terms, version, acknowledgements, signer, and acceptance time.
- Let authorized staff and customers review accepted agreements and download a PDF copy.
- Show agreement dates and acceptance times in the location timezone, and preserve that timezone in new signed records.
Recurring service decisions & discount commitments
- Set the minimum number of completed recurring services needed to retain a recurring discount.
- Send recurring-service completion emails that ask customers to acknowledge the visit and decide on the next service.
- Let customers accept the next recurring visit, choose another date and time subject to scheduling rules, or cancel recurring service.
- Show completed and remaining committed visits and the projected invoice total before cancellation.
- Apply current-service discount reversals and eligible prior discount recovery to the last completed-service invoice when the agreed commitment ends early.
- When the managed recurring decision workflow is enabled, hold the completed-service invoice until a customer or Director records the next-service decision.
- Give Directors a Recurring Service Decisions queue to continue, reschedule, cancel, or waive discount recovery with a recorded reason.
Customers & property intelligence
- Customer contacts, addresses, service history and linked estimate records
- Google address suggestions, map views and service-location validation
- Residential property lookup when provider records are available
- Customer ownership, sharing, access instructions and photo-consent preferences
- Lead-to-customer conversion while preserving the original estimate relationship
Multi-location operations
- Run multiple operating locations inside one CE company workspace
- Set location-specific service radius, active/default state and public-form location selection
- Assign Directors, Crew Leads, Estimators and Helpers to the locations they can access
- Switch location context and filter dashboards, invoices, payroll, finance and commissions
- Safely delete unused locations only when no business or transaction history is linked
- Choose a timezone for each location, or inherit the workspace timezone.
- Use the location timezone for scheduling checks, calendar handoffs, and agreement dates, including daylight-saving changes.
Scheduling, calendars & routes
- Schedule Work Orders with Crew Leads, helpers and planned service duration
- Connect personal Google and Outlook calendars plus company calendars
- Check busy time and assignment conflicts before scheduling
- View jobs on maps with travel-time and planned-completion intelligence
- Optimize job order and apply Google Routes service-time recommendations
- Update connected calendar events to actual completed service times while retaining the original planned schedule.
- Compare estimated travel time and mileage for current and suggested routes before applying schedule changes when Google Routes is configured.
- Prevent past service dates and times in estimate requests, approvals, and Work Order assignments using the location timezone.
Service time learning & crew history
- Use completed visits at the same property to recommend service duration for the current team size.
- Let authorized staff apply a learned duration or reset the override before planning the work.
- Review previous visits, helper counts, total labor, and actual versus planned service time.
- Use an applied duration recommendation in route planning, availability checks, and expected completion times.
Work Orders, dispatch & crew execution
- Manage one-time and recurring Work Orders from approval through completion
- Follow Before → Checklist → After → Finish steps with actual service time
- Assignment acceptance, expiration, reassignment and administrator dispatch controls
- Entry instructions, crew-only messages, arrival controls, wait time and no-entry rules
- Return an approved Work Order to its estimate when the customer needs a revised approval
- Create another separately billable one-time visit from a prior approved estimate once its previous work is complete.
Multi-day service work
- Create staff-only, one-time multi-day work with a shared service scope.
- Record daily task outcomes, notes, and actual service duration before continuing the work.
- Carry the service scope and checklist history into the next day for review and editing.
- Leave each continuation unscheduled and unassigned until staff plan and dispatch the next visit.
- Hold invoicing until the Director reviews and finalizes the multi-day work.
Team management, permissions & portals
- Admin, Director, Crew Lead and Estimator role-based portals with Helper support
- Employee and independent-contractor classifications with configurable pay settings
- Allow Directors/Admins to act as Crew Lead or Estimator without duplicate CE identities
- Company-scoped user permissions, invitations, suspension and transaction-protected deletion
- Responsive user/profile maintenance with protected documents and workspace-scoped access
- Classify and filter Housekeepers separately, and optionally restrict hourly housekeeping assignments to Housekeepers.
- Review crew rating averages, star distributions, customer comments, and feedback history.
Customer portal & service quality
- Customers review estimates, upcoming/completed Work Orders and invoices
- Online invoice payments plus service-ticket creation after completed service
- 1–5 service ratings with comments, notes and customer tips
- Consent-based before/after photos and cleaning checklists
- Track service resolutions, reimbursements and customer follow-up history
- Keep expired estimates read-only so customers can review the original request without changing the expired quote.
- Request a new estimate from an expired estimate using prior request details, current pricing and availability, and a newly selected service date.
Invoicing & Stripe payments
- Branded PDF invoices with invoice numbers, payment terms and due dates
- Track open, overdue, partial, paid, overpaid and adjusted balances
- Secure single-invoice and combined-invoice payment links
- Require a payment method during estimate approval when configured
- Stripe completion charging and payment reconciliation when enabled and authorized
Overdue accounts & credit holds
- Configure an overdue-invoice grace period before customer accounts are placed on credit hold; full payment clears the hold.
- Track accounts approaching hold and accounts on hold through dashboard cards that open filtered Customer lists.
- Show credit-hold status and approaching-hold warnings in Customer and Work Order columns and filters.
- Choose Allow Dispatch, Stop Dispatch, or Automatic Policy from the dashboard or customer profile.
- Send warning and active-hold emails with payment links, or suppress these emails for the workspace or a customer.
- Stop Dispatch removes assignments before departure and blocks new assignments while preserving service already underway.
QuickBooks Online accounting sync
- Sync CE customers and invoices to QuickBooks Online
- Keep CE invoice numbers, payment terms, discounts and customer notes aligned
- Manual, automatic and bulk synchronization with status/error visibility
- Reconcile partial, full, overpaid and removed QuickBooks payments back to CE
- Map CE invoice/service items to existing QuickBooks items or create dedicated items when configured
Payroll, commissions & contractor accounting
- Prepare payroll from completed Work Orders, estimate visits, hourly time and configured pay rules
- Employee Regular, Overtime and Commission mapping for supported QuickBooks Payroll workflows
- Route employee commission for payroll review without replacing QuickBooks payroll/tax processing
- Map independent contractors to QuickBooks Vendors and sync paid Crew Lead commissions through Bill / Bill Payment accounting
- Track tips, reimbursements, recoveries, commission acceptance and payment history
Zapier automation — Beta
- Workspace-controlled Zapier connection using OAuth 2.0
- Instant triggers for CE events including Estimate Approved, Work Order, Invoice and Rating activity
- Read-only Zapier searches for CE business records during the Beta period
- REST-hook subscriptions, sample data and delivery-health visibility inside CE
- Workspace-specific enable/disable and connection revocation without affecting other CE companies
Email, branding & connected services
- CE-managed transactional email with customizable notification templates
- Workspace company logo branding with official CE fallback
- Brevo connection options and email delivery/retry monitoring
- CE-managed Google and Microsoft OAuth plus eligible company-managed connection controls
- Google Maps & Address Suggestions, Google Routes and property-record provider integrations where configured
- Customize operational email, SMS, and WhatsApp templates by workflow, with separate channel switches, placeholders, language variants, and restore-default controls.
- Design company-branded emails with a visual editor, HTML view, and a shared color palette.
SMS & WhatsApp messaging
- Send optional operational SMS using CE-managed prepaid credits, or a company-owned Brevo connection on eligible Business and Custom plans.
- Review SMS credit balances, purchases, and activity; SMS credits are purchased separately.
- Let the Business Account owner enable automatic replenishment for CE-managed SMS credits after a credit purchase saves an eligible payment method.
- Connect a company-owned Brevo/Meta WhatsApp sender on the Business plan and map approved templates by workflow and language.
- Manage customer and staff SMS or WhatsApp preferences, honor required opt-ins, and inspect message status records.
Languages & communication preferences
- Use English, Spanish, and Portuguese across CE portals, public estimate forms, and customer communications.
- Choose enabled workspace languages and a default, and save individual user and customer language preferences.
- Translate company service names, scope, and message templates while retaining the original text as a fallback.
Ask CE, guides & support
- Offer role-aware Ask CE help to Admins, Directors, Estimators, and Crew Leads when enabled for the workspace.
- Get documentation-based guidance and links to CE pages that the current user has permission to open.
- Open CE guides, procedures, and manuals inside Help & Support when available for the workspace.
- Control documentation and support-ticket access separately for each portal.
Dashboards, finance & operational reporting
- Operational Dashboard and Operations Performance Dashboard
- Company finances, Customer Invoices, Payroll, Commissions and Reimbursements views
- Location-aware reporting for multi-location Directors and administrators
- Reusable list filters, search tools and business-status visibility across CE records
- Licensing/usage visibility so owners can understand current workspace capacity
- Open filtered estimate lists from dashboard cards for customer estimate requests, awaiting approvals, and expired approvals.
- Compare crew completion rates, early and late service, planned versus actual duration, and estimate-visit outcomes with operational filters.
Business Account & multi-company access
- One protected login can access CE companies you own and companies that invite you
- Each workspace keeps separate company data, memberships, roles, locations and calendar context
- Business Account shows owned workspaces separately from companies you can access
- Manage workspace settings, company branding and subscription details from the owner account
- Shared-account protections preserve other company memberships when a user is removed from one workspace
- Follow guided company setup for staffing and provider choices, with links to the next configuration steps.
Reliability, security & recovery
- Central Activity Log with success/failure visibility for important CE operations
- Login security, protected files and permission-aware access controls
- Email tracking, API/integration health and retry visibility
- Backup/export, workspace recovery and guarded reset tools
- Transaction-history protections for destructive user, profile and location operations
- Review leftover customer access after a workspace reset and remove eligible company memberships without deleting shared logins or access to other workspaces.
Plan capacity: Paid plans share these core tools. Team seats, monthly Work Order capacity and CE-managed service usage limits depend on your plan. Solo uses its Director for estimating; separate Estimator seats depend on plan capacity.
Connected services: Features follow enabled modules, role permissions and connected services. Provider accounts, provider eligibility and provider charges may apply. Business and Custom add Advanced Integration Control for company-managed integration credentials.
Zapier Beta: Zapier is available for production testing with OAuth, triggers, searches and REST-hook delivery. CE business-data access remains read-only during Beta; Create/Update actions are intentionally disabled until validated end to end.
Payroll & accounting scope: CE prepares time, gross earnings, commissions and accounting records. Payroll taxes, withholding, filings, direct deposit and final paycheck processing remain with your payroll provider. QuickBooks Payroll capabilities also depend on the connected QuickBooks company and Intuit permissions.