CarpetBossPro Blog — Running a Carpet Cleaning Business

Choosing Carpet Cleaning Business Software: What to Check Before You Commit

There is no shortage of software that promises to run a service business. Most of it was built for plumbers, electricians or a little of everything. Some of it is built around the big franchise systems. A small carpet cleaning business needs something in between: software that understands rooms, stairs, upholstery and pet odor treatment, that brings customers back every year, and that a one-van owner can afford and learn.

Before the Switch, the Choice

How to make the move is covered in Switching Carpet Cleaning Business Software: Importing Customers and Your First Week Live. This final guide is the step before that: deciding what to switch to.

Whatever you look at, test it against your real business. A demo that looks good with sample data can feel very different when you try to book your own three-bedroom with stairs and a sectional.

Does It Know What a Carpet Cleaning Job Is?

Generic field-service software gives a job an address and a notes box. Check whether the software can hold the details of an actual carpet cleaning job:

• Which rooms, hallways and stairs, plus upholstery, area rugs, mattresses and tile & grout.
• Add-ons like pet odor treatment, stain protector and deodorizer.
• Square feet, number of rooms, carpet type and cleaning method.
• Access notes: pets, gate code, where to park the van and where to run the hose.
• Whether a new job at a home fills in from its last job.

CarpetBossPro has all of these as carpet job details on every job and estimate, and a new job at a home fills in from that home's last job.

Does It Bring Customers Back?

Repeat work is the heart of a carpet cleaning business, so check how the software handles it:

• Can you set yearly, every-six-months and monthly cleanings?
• Does it show you who is due, ideally on a map, so you can fill a day by area?
• Does it send reminders by text and email without someone typing them?
• Can customers sign up for a cleaning plan themselves?

In CarpetBossPro, repeat cleanings are set by minimum days between visits, and the Waiting List is a live map and list of every home that came due plus new requests, colored not due yet, due now and overdue past a 7-day grace.

Does It Work for Your Techs?

Your techs will use the software more than anyone. Check:

• Does the tech app run on the phones they already have, without special devices?
• Does it show the day in route order, with navigation and the job details?
• Is there a checklist that matches how you clean, from walk-through to grooming to final walk-through?
• Can they take before-and-after photos and send on-the-way and arrived texts automatically?
• Does Complete create the invoice and charge the card on file?

The CarpetBossPro tech app runs in the browser on iPhone and Android, installs to the home screen with no app store, and uses your company login plus a personal PIN. It includes the carpet cleaning checklist, photos, automatic texts, a time clock and crew GPS on the office map.

Does It Handle the Office and the Money?

• Estimates built from your service list, with online approval and follow-up emails.
• A dispatch board by day and by van, with auto-routing from the shop.
• Two-way texting with customers from the office.
• Invoices with line items and sales tax, card on file, online payment and past-due follow-up.
• Monthly statements for property managers and offices with many addresses.
• Office user roles, tags, custom fields, CSV import and reports.

Check also whether it works where you do. CarpetBossPro works in the US, Canada, Australia, New Zealand and the UK and bills customers in their own currency.

Can You Afford It and Try It First?

Price matters for a small business. Look for clear monthly plans you can understand up front, without a pile of add-ons. CarpetBossPro plans are Start at $59/month, Pro at $89/month and Crew at $199/month, with a monthly text allowance of 500, 1,000 or 2,000 texts sent and received in the US and Canada. Every plan starts with a 14-day free trial with no credit card.

Before you sign up anywhere, click around. The CarpetBossPro live demo is a fully stocked sample carpet cleaning company you can explore with no signup. Then start a trial, import a few customers and run a real job from estimate to invoice. That is the only test that really tells you whether the software fits.

This is the last guide in the series. For the full list, including pricing, hiring, repeat customers and partners, go back to the carpet cleaning business software page, or start again with Running a Carpet Cleaning Business: The Complete Guide From One Van to a Small Fleet.