Dashboard
📊 By Period
⚡ Quick Actions
Revenue vs Expenses Last 6 months
Expenses This Month By category
Profit & Loss
Full financial statement
Mayfair Home Cleaning
Expense Breakdown
Revenue Tracker
All income entries
Quick:
| Date | Client | Platform | Service | Cleaner | Gross | Cleaner Exp | Fees | Net Revenue | Status | Method |
|---|
Upcoming Payments
Pending and overdue invoices
| Client | Service | Date | Gross | Net Revenue | Status |
|---|
Expense Tracker
All business costs
Quick:
| Date | Description | Category | Vendor | Amount | Notes |
|---|
Payroll
Track cleaner pay by week · standalone tracker, not linked to expenses
📅 Pay Period
📁 Saved Payroll Runs
💵 Pay Calculation
Monthly & Yearly Reports
Revenue, expenses and profit trends
Mayfair Home Cleaning
Monthly Revenue
Monthly Expenses
Monthly Net Profit
Revenue by Service Type
Which services drive the most income
📅 Date Range:
to
Revenue by Service
Job Breakdown
Platform Performance
Revenue by acquisition source
📅 Date Range:
to
Revenue by Platform
Client Breakdown by Platform
Top Clients
Ranked by net revenue
| Rank | Client | Gross Revenue | Net Revenue | Jobs | Avg Job Value | Last Payment | Platform |
|---|
Cleaner Payouts
Earnings and revenue per cleaner
| Cleaner | Jobs | Gross Revenue | Paid to Cleaner | Net Revenue | Margin | Avg Payout/Job | Top Service | Pay Stub |
|---|
Client Directory
All client profiles
Mayfair Home Cleaning
Filter by tag:
| First Name | Last Name | Phone | Address | Pref. Service | Pref. Payment | Internal Notes | Cleaner Notes |
|---|
Job Scheduler
Schedule and manage all cleaning jobs
| Date | Time | Client | Address | Service | Cleaners | Est. Value | Status | Clock Times | Notifications |
|---|
Route Optimizer
Minimize drive time between jobs for any day
🗺️
Select a date to see jobs and optimize the route
Team Schedule
Day, week and month view for all cleaners
Mayfair Home Cleaning
Invoices
Generate and send invoices to clients
| Invoice # | Client | Date | Service | Amount | Status | Stripe Link |
|---|
Rewards & Discipline
Performance tracking, bonuses, and incident management
📊 Period:
🏆 Leaderboard
Leads
Track prospects from first contact to booking
🆕 New This Week
0
leads need contact
⏰ Need Follow-up
0
in pipeline
✅ Won This Month
0
conversion rate
💰 Pipeline Value
$0
est. open leads
Booking Requests
New cleaning requests from the public booking form
Quotes
Build & track quotes for prospective clients
Cleaner Invoices
Subcontractor invoices submitted by your cleaners
⏳ Pending
$0
0 invoices
✅ Paid (this month)
$0
0 invoices
📊 Hours (this month)
0
across all cleaners
👥 Active cleaners
0
submitted this month
Onboarding
Welcome new cleaners to the team — track their progress through the onboarding flow
📤 Sent
0
awaiting cleaner
⏳ In Progress
0
started but not done
✅ Completed
0
all-time
Applications
Job applications from the hiring portal
| Name | Phone | Days Available | Experience | Has Car | Areas | Applied | Status |
|---|
Client Portals
Clients with portal access enabled
Settings
Business info, defaults, and notification preferences
🏢 Business Information
Used on invoices and client communications
⚠️ Keep this private. Anyone with this PIN can access any cleaner's portal.
Leave blank if not registered. Entries dated BEFORE this date are treated as 100% Net Sales (no HST). Entries on/after split into Net Sales + HST.
For Revenue entries auto-created from Jobs at estimated values: re-pulls dollar amounts from each linked invoice (uses invoice's subtotal as Net Sales, tax as HST). Useful after the May 2026 HST switchover.
🏠
PNG, JPG or SVG · Max 2MB
🧾 Invoice Defaults
📅 Scheduling
How close a cleaner must be to clock in
Open jobs only appear in cleaner portal within this many days of the date. Prevents future-future jobs cluttering the list. Default 14.
⚙️ Preferences
Pick which page opens first when you log in. "Last visited" remembers where you left off.
🏷️ Client Tags
Auto-tag clients based on behavior. Adjust thresholds to match your business.
Clients who have paid this amount or more
How recent a client's first job must be to be tagged "New"
Recurring clients active within this period are "Regular"
Clients inactive for this many days get flagged and notified
Clients inactive beyond this are considered "Lost"
Non-recurring clients with 2+ jobs in this period are "Occasional"
💡 Tip: Tags update automatically as clients book and pay. No manual tagging needed. At-Risk clients trigger notifications so you can win them back.
💰 Pricing & Quotes
Configure your pricing rules. These power your Quote Builder and the website calculator.
Base Pricing
Service Types
Multiplier × base price. Sizing types: beds (uses bed/bath), sqft (square footage), flat (one number you set), hourly (rate × hours).
Add-Ons
Optional extras the client can add to their quote.
Frequency Discounts (%)
Quote Settings
💡 How it flows: A client picks a service type → enters their info (beds/baths or sq ft, depending) → selects add-ons and frequency → sees the calculated price using these rules. Update once here, applies everywhere.
📝 Snippets
Quick text shortcuts. Type
/trigger in any note field to insert.
No snippets yet. Click "+ Add Snippet" to create your first one.
Tip: Use placeholders like
Tip: Use placeholders like
{client_name} and {date} for dynamic text.
📌 Available placeholders:
{client_name}
{date}
{my_name}
{business_name}
{phone}
🔔 Notification Settings
Toggle notifications and set custom alert thresholds. Use + Add Alert to add multiple escalating alerts.
👋 Onboarding Setup
Customize the welcome experience cleaners see when joining your team. Open the welcome link below to preview.
Get this from your WhatsApp group → Group Info → Invite via Link
📖 "How We Work" Walkthrough
This is what cleaners read in Step 1 of onboarding. Use blank lines to separate paragraphs. ### Heading for section headers.
📋 Subcontractor Agreement
⚠️ LAWYER REVIEW REQUIRED
This is a generic starter template. Have a lawyer review and customize before using with real cleaners. Mayfair is solely responsible for the legal validity of this agreement.
This is a generic starter template. Have a lawyer review and customize before using with real cleaners. Mayfair is solely responsible for the legal validity of this agreement.
Use blank lines to separate paragraphs. ### Heading for section headers. Use {{cleaner_name}}, {{date}}, {{business_name}} as placeholders that get filled in automatically.
🛒 Products Needed (Optional)
Show cleaners which supplies/uniforms/tools to order. Appears on the "You're All Set" page of onboarding. Supports HTML — use
<a href="...">link text</a> for Amazon affiliate links, <ul><li> for lists. Leave blank to hide this section.Referral Tracking
Clients who referred others
📅 Date Range:
to
| Referrer | Clients Referred | Revenue Generated | Referred Clients |
|---|
Tax Summary Report
HST collected, expenses, and tax-ready figures for your accountant
📅 Report Period:
💰 Revenue Breakdown
💸 Expenses by Category
📊 Net Profit & Tax Summary
ℹ️
Disclaimer: This report is for reference only and is not tax advice. HST figures are calculated from invoices marked with HST. Always verify with your accountant before filing. Cleaner payouts are treated as contractor expenses.
Cleaner Availability
Days off and unavailability
| Cleaner | Date | Reason | Conflicts | Status |
|---|
Cleaner Roster
Manage your cleaning team
| Name | Phone | PIN | GPS | Notes |
|---|
Clock In/Out Report
Cleaner attendance and hours worked
| Date | Client | Service | Cleaner | Clock In | Clock Out | Hours | Notes | Approval |
|---|