Commercial cleaning is a fundamentally different animal from residential. Tickets are 5-20x larger, sales cycles run weeks instead of minutes, and the buyer is rarely the person being cleaned for. The Cleaning Services GHL Snapshot has a dedicated B2B branch designed around that reality.
Who this is for
Commercial cleaning operators running office buildings, medical offices, retail spaces, gyms, schools, and after-hours janitorial routes. Tickets typically range $400-$4,000/month per account. You may have 8-80 active contracts and a sales pipeline of warm leads in various stages.
Why the B2B workflow is different
A homeowner texting for a maid wants a number in two minutes. A facilities manager looking for a new janitorial contractor wants three things: a walkthrough, a written proposal, and references. The snapshot’s B2B branch is built around that.
Walkthrough booking, not instant quote
The commercial intake form does not display a dollar number. It captures square footage, service frequency, after-hours vs daytime, and special requirements (medical-grade sanitizing, COI requirements, etc), then auto-books a 20-minute walkthrough on your sales rep’s calendar. The lead gets a calendar invite, a “what to expect at the walkthrough” SMS, and a 24-hour reminder.
Proposal generation post-walkthrough
After the walkthrough, your rep submits the on-site checklist via a mobile form. The snapshot generates a branded PDF proposal in GHL and emails it to the prospect with an e-sign field. Operators who use this flow close inside 7 days on average instead of the 21-day average for emailed PDFs.
Recurring B2B contracts
Once signed, the contract converts into a recurring auto-booking at the negotiated cadence (nightly, MWF, weekly, bi-weekly). The crew receives shift reminders the day before each visit. Access instructions, alarm codes, and keyholder details live inside a private contract note that only the assigned crew sees.
Specific automations that move B2B numbers
- Photo capture per visit — proof of service for every clean, archived in the contract record. Property managers love this. It also wins disputes about “we don’t think the bathrooms got done.”
- Monthly account-health email — the PM receives a summary every month: visits completed, photo highlights, any issues flagged. This is the single best retention tool we have seen in the snapshot.
- Auto-COI renewal reminder — 60 days before your certificate of insurance expires for a given client, the snapshot drops a reminder into your task list. Lost contracts due to lapsed COI are a real cost in commercial.
- Net-30 invoicing branch — separate from residential charge-on-completion. Day 25 polite reminder, day 31 payment recovery sequence kicks in.
- Quarterly business review trigger — every 90 days, the snapshot books a 15-minute QBR call with the property manager. This is where 70% of contract expansions happen.
The after-hours crew reality
If your crews work 9 PM - 5 AM, the customer-facing SMS thread sits dormant during a visit (nobody wants a “your cleaners are on the way” SMS at 11:47 PM). The snapshot has a quiet-hours flag that suppresses customer SMS between configured hours but still runs photo capture and crew shift reminders.
The crew’s shift reminder fires 90 minutes before clock-in with the day’s stop list, building access codes (encrypted), and special-attention notes from the previous visit’s photo log.
What you get
- B2B quote-to-walkthrough flow with calendar booking
- PDF proposal generator with e-sign
- Contract management (multi-location roll-up)
- Net-30 invoicing branch with payment recovery
- COI expiration tracking
- Quarterly business review automation
- Photo proof-of-service archive per contract
- Crew shift reminders with quiet-hours support
Get the snapshot for $997 (was $1697). For agencies running this for multiple cleaning clients, see /get-gohighlevel.