Your cleaning company has plenty of bookings, but the rota still lives in a notebook.

Rocketly is a CRM layer for enquiries and customer communication: home and office cleaning requests from connected channels attach to one customer record, floor area and frequency are captured, quotes are prepared, the visit calendar and crew tasks are created, and satisfaction is followed up. It does not replace your timesheet, payroll or shift software; it works alongside them as the enquiry, scheduling and communication layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan. Phone enquiries are added to the same record as notes.

You build your own enquiry form with Form Builder: floor area, room and bathroom counts, floor level and lift, windows and balconies, pets, the frequency wanted and preferred days. The submission lands on the customer record automatically and triggers the workflow you defined. Whoever prepares the quote no longer re-asks the same questions, and the price decision stays with your team, with a site visit where needed.

Standing customers are set up as recurring appointments and tasks; as the visit day approaches a reminder draft is prepared and sent with team approval. Workflow Builder ships with 55 templates and offers 46 trigger types, so you can build subscription reminders, skipped-round follow-up and win-back flows on your own rhythm.

Yes. Each job opens as a task carrying the crew lead, the address and a target time, and the task list reads as the day plan. The crew closes the task on completion, ticks the checklist and attaches a photo note where needed. Shift rotas and hours calculation stay in your personnel software; Rocketly holds which job belongs to which customer, who owns it and what state it is in.

No. Rocketly is not a GPS field-tracking or vehicle-monitoring system and does not show staff location. Field progress is reported through the job record instead: starting and closing a task, ticking checklist items, adding photos and notes. That makes it clear which job is finished and which address is still waiting. If you need location tracking, it has to run in a separate field-service tool.

When a job is marked complete you schedule a short satisfaction form, and the response lands on the customer record. You can define a workflow that opens a priority task for the crew lead on a low score, and book a make-good visit as an appointment. Customers who respond positively collect in a segment, and review or referral requests go out to that list with team approval.

Yes. You prepare the monthly scope as quote items, share it as a PDF through a link specific to the site contact, and follow view and approval status from the record. An approved quote can be linked to a contract template and a recurring invoice plan. Your statutory books and tax filings stay with your accountant; Rocketly is the layer that attaches those documents to the customer record and reminds you about them.

Yes. There is a permanently free plan and no credit card is requested; there is no trial-period concept. Core capabilities such as the unified inbox, customer records, stages and task management are available on it. AI features, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan.