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Every feature comes from running real commercial cleaning companies — built to protect and grow your contracts.
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Every contract, worksite, and contact in one place. Give clients a live portal into the work, deliver branded reports automatically, and catch issues before they turn into cancellations. Renewals are won in the months between, not the week before.
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Client management for commercial cleaning is how an operator keeps the entire client relationship in one place — every contract and worksite, the contacts and their roles, the reports clients receive, and the history of issues and how fast they were resolved. The job isn't storing names in a list. It's protecting the contracts you've already won: catching a frustrated facility manager before renewal season, not after. Below is how ProTeams keeps clients informed, issues tracked, and relationships healthy — and how it ties straight into proof of service so the work you deliver is the work your client can see.
Six tools that turn a folder of agreements into living accounts — informed, organized, and renewing.
Organize every contract and worksite in one place — scope, schedule, contacts, and history attached to each. No more digging through email to remember what a client is actually owed.
Give clients a branded window into the work you do for them — verified reports, completed checklists, and issue status, on demand. They see the value instead of only noticing problems.
Branded service reports sent to the right contacts automatically after every shift. Clients get proof in their inbox before they think to ask — and you never build a report by hand.
Keep the right people on each contract — who approves, who gets reports, who hears about issues. The day a contact leaves, the relationship doesn't leave with them.
Keep context on every site and client in one thread — preferences, access quirks, past complaints, special requests. Whoever picks up the account is never starting from zero.
Log, track, and resolve client issues before they escalate. Every complaint goes to the right person, gets a status, and gets closed — so a small miss never quietly becomes a lost contract.
Most operators only think hard about the client relationship when the contract is up. By then it's too late. A facility manager who's been quietly annoyed for three months — a missed area here, a complaint that never got answered there — doesn't renew. And you never saw it coming, because none of it lived anywhere you could see.
ProTeams keeps the whole relationship in one place: every contract and worksite, every contact and their role, and a tracked history of issues and how fast you closed them. When a complaint comes in, it goes to the right person, gets a status, and gets resolved — instead of dying in a group text.
The client portal changes the relationship from the other side, too. Clients get a branded window into the work — verified reports, completed checklists, resolved issues — so they see the value you deliver week after week. Paired with proof of service, the account practically renews itself.
Your sites
It's where you keep the whole client relationship in one place — every contract and worksite, the contacts and their roles, the reports they receive, and the history of issues you've resolved. It exists to protect renewals, not just to store names.
Contract management organizes the agreements and worksites you're responsible for. Client management is the broader relationship around them — the people, the reports, and the issues. In ProTeams they live together, so a contract is never just paperwork; it's a living account.
Yes. The client portal gives each client a branded window into their sites — verified service reports, completed checklists, and issue status — so they see the value you deliver instead of only noticing when something goes wrong.
Issue management logs every complaint or request, assigns it to the right person, and tracks it to resolution. Nothing lives in a text thread or a sticky note — and you can see how fast issues get closed, per client.
Yes. Each contact has a role on the contract, and you decide who receives reports, who gets notified about issues, and who has portal access. The right people stay informed without exposing everything to everyone.
Directly. The verified check-ins and photos from proof of service flow into the client's portal and reports automatically, so the relationship record and the work record are the same system.
GPS check-ins, photo proof, and branded reports — the verified work that fills every client's portal.
See the feature →Reach clients and crews by chat, SMS, and push — every message tied to the right contract and contact.
See the feature →See how scheduling, proof, client management, and reporting work together on one platform.
See all features →See it on a real operator account. 30-minute working session, no pitch.
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