How Odoo Helps Cleaning Businesses Automate Daily Operations

Odoo for Cleaning Business: Streamline Your Operations with a Centralised ERP

Did you know Odoo has a cleaning industry app built just for your needs?

Odoo launched the advanced Cleaning Management application within its suite to support both B2B and B2C cleaning businesses.

It offers an integrated solution suitable for both new and established cleaning businesses.  The module is designed to automate booking, staffing allocation, inspection, invoicing, scheduling, and daily tasks.

By addressing operational challenges, Odoo for Cleaning Services aims to provide an ERP that simplifies operations and reduces manual efforts. At the same time, a trusted Odoo implementation consultant can help you find the right fit for your business needs.

Why Cleaning Businesses Need a Centralised Management System

Cleaning companies today manage several dozen clients. A large part of their day-to-day tasks entails visiting multiple client sites, scheduling appointments, and raising invoices.

While a small-scale company that manages a couple of clients can handle these tasks, expanding businesses find it difficult to manage them. Their scale also makes them prone to risks that come with fragmented operations.

A centralised ERP platform such as Odoo can help them manage their large-scale operations and monitor gaps. Ideally, businesses with a centralised management system can:

• Access a single dashboard to manage their leads, bookings, staff schedules and allocations, and client invoices.

• Automate workflows to eliminate manual and repetitive data entry.

• Set clear roles and allow real-time tracking for increased accountability among team members.

These advantages of having a centralised management system allow cleaning businesses to scale their everyday operations and optimise them.

Common Operational Challenges in the Cleaning Industry

These challenges create confusion in everyday operations, such as:

• Tracking leads across email, Excel sheets, and call lists.

• Challenges in scheduling recurring or multiple cleaning visits at once.

• Delays in generating invoices and late payment confirmations.

• Staff scheduling, task updates, and confirmations.

• Limited visibility within internal operations and client feedback.

Overview of Odoo’s Cleaning Industry App

A comprehensive Cleaning Management module is designed to assist businesses with online booking, offer role-based access control, and support process inspection. Similarly, its dashboards capture staff allocation, service performance, and analytics to support optimisation.

The Cleaning Management app available on the Odoo App Store is compatible with versions 15.0, 16.0, 17.0, and 18.0. Each Odoo integration aims to boost cleaning operations and help businesses in their functions.

For instance, planning and Gantt views help visual team scheduling. Timesheet integration with GPS aids attendance tracking, and payment gateways facilitate instant billing. Similarly, inspection modules support real-time quality assessment, and scheduling ensures repeat jobs are never forgotten or missed.

Recently, Odoo 17 rolled out fresh updates to improve service-based workflow processes. The most popular updates that are relevant for the cleaning industry include:

• Self-service kiosks that make walk-in management faster.

• Automated scheduling with Gantt and calendar views to support task planning.

• Multi-channel payment options to simplify client transactions.

• Bundled service packages for handling dozens of tasks in a single order.

• Integrated AI tools to track customer interactions.

Cleaning businesses, especially those handling large teams, can use these tools and fresh updates to improve the quality of their services and management.

Key Features of Odoo Cleaning Management

The key features of Odoo for cleaning services include:

• A centralised CRM

• Smart scheduling and automated task assignments

• Digital quote calculator and contracts for e-signature

• Task confirmation via mobile for field employees

• Integrated timesheets for attendance and billing

• Visual inspection control for task validation

• Self-service portals for status and payment tracking

• Dashboard analytics for client work and internal management

How Odoo’s New Cleaning Industry App Solves Challenges

Odoo’s cleaning management app integrates multiple tools needed for cleaning businesses’ everyday operations in one place. It connects CRM, planning, sales, and field service features into a unified system to manage clients and make booking and staff handling easier.
It captures leads in the CRM and turns them into cleaning jobs.

It lets quotation templates be filled automatically with key details such as service, price, and taxes. Clients can use the Odoo industry app to sign digital quotes through a secure portal and create tasks within seconds.

Meanwhile, workers can view their assigned jobs, check in at their assigned sites, and upload digital timesheets on the app through their mobile devices. On the other hand, managers can review the completion of cleaning tasks by marking each assignment as ‘Clean’ or ‘Dirty.’ After clients validate the tasks, the app’s Smart Invoice feature generates invoices for every completed task.

Additionally, the centralised dashboard offers businesses a complete view of every booking, staff activity, performance, and quality metrics. Managers can also filter analytics by Month, Quarter, Year, or Week and import reports and data in CSV, XLSX, OFX, and QIF formats.
These features allow managers to track operations, improve gaps, and focus on service standards. Thanks to these, cleaning industry businesses can solve everyday challenges and industry-wide concerns with ease.

Who Can Benefit from Odoo for Cleaning Businesses?

B2B cleaning service providers, especially those who service offices, malls, and industrial sectors, can benefit from Odoo ERP.

Similarly, B2C cleaning businesses that deliver recurring or on-demand special services can benefit from Odoo. Even multi-site operators that handle large teams will find Odoo for cleaning useful. Based on the scale and requirements, Odoo implementation services can help businesses choose a suitable plan.

Step-by-Step Workflow in Odoo Cleaning Management

Step 1: Log the lead in the CRM and set it for follow-up.
Step 2: Schedule a meeting and convert it into an opportunity.
Step 3: Raise a quotation from the Sales module.
Step 4: After the client signs the quotation digitally, the system will create a work task.
Step 5: The field worker will check their task on the app, record service hours, and mark it as done after completion.
Step 6: Their supervisor will track each cleaning stage, verify the duration using the ‘Start’ button, and check job quality.
Step 7: After verification and marking as BOOKED, the user will create an invoice by entering the unit price and selecting ‘Create Invoice’.
Step 8: The Smart Invoice button will link booking and billing to keep records accurate.
Step 9: The customer will review the task and confirm the status.
Step 10: The system will generate the final invoice.
Step 11: Payment will be routed through the online client portal.

You can install the cleaning management module from Odoo Apps and allow it to connect to Planning, CRM, Sales, and Accounting automatically. To set up the system, create services as ‘invoice by timesheet’ and define recurring job templates for your regular clients. Next, assign roles like ‘User’ and ‘Cleaning Manager’, and lastly, configure mobile devices for internal access.

Subsequently, your clients will be able to raise cleaning requests through your website. After vetting the request, admins can assign employee shifts and manage bookings as per staff availability.

Tips for Odoo Implementation for Cleaning Businesses

• Map your current workflow process before ERP setup to align it with existing cleaning processes.

• Use recurring templates to manage ongoing and repeat contracts.

• Enable mobile and customer portals to reduce manual updates and entries.

• Review customer and employee data through dashboards to track monthly and quarterly trends.

• Consult an Odoo implementation partner like Techvaria to customise modules as per your needs.

• Check and compare implementation partners’ offerings and plans before you hire an Odoo developer.

How Techvaria Can Help Cleaning Businesses with ERP Implementation

Techvaria is a leading Odoo ERP implementation partner that offers end-to-end deployment and support services for cleaning businesses. We are a team of professionals with decades of proven experience. Our thorough understanding of different sectors, including cleaning businesses, further allows us to provide the most effective ERP solutions to our clients.

By connecting with us, you can gain access to:

• Advanced cleaning app setup and cross-module integration.

• Customised field and back-office process configurations.

• Tailored user training sessions for managers and field teams.

• Continuous support and data analytics enhancements post-implementation.

• Support with the integration of Cleaning Management with CRM, Sales, Invoicing, Project, Field Service, and Purchase modules.

Through our end-to-end implementation service, you can ensure AI-powered smart automation and scalability of your business and make your processes transparent.

Conclusion

Odoo cleaning industry app is designed to improve business management and support automation, transparency, and analytics. Its open licensing, modular design, and ease of access on mobile make it a complete ERP-backed solution for businesses.

Odoo for cleaning business optimises each process, starting from lead tracking to invoice clearance, to ensure faster turnaround. With the help of experienced Odoo implementation partners like Techvaria, you can easily navigate the integrated solutions and optimise your cleaning services. To understand how Techvaria can help you automate your cleaning business, book a consultation today.

Talk to our Odoo implementation consultant for a free demo!