Guide

Introducing a cleaning client portal

Short answer. A cleaning client portal gives the client live insight into proofs, tickets and invoices per site. Complaints drop because the client already sees the answer. Rollout in a mid-sized operation typically takes four weeks.

Facility clients ask for transparency. Providing it wins contracts. Withholding it loses to faster competitors. This guide shows how to make a cleaning customer portal productive in four weeks.

What a cleaning customer portal delivers

Live status per site, photo proof, open tickets, invoices and reports. The client answers themselves instead of calling.

Why complaints drop

Most complaints come from missing information. When the client sees what happened, complaints become fewer and better.

What the effort is

Prepare a site, set up NFC, share the live link. The rest runs in day-to-day operations.

How to proceed

  1. 01

    Week 1: activate NFC and proof

    Tags on selected sites, app rolled out, first proof recorded.

  2. 02

    Week 2: portal roles

    Client accounts set up, site-level visibility separated cleanly.

  3. 03

    Week 3: client communication

    Invite clients, show the portal in a 20-minute meeting.

  4. 04

    Week 4: rollout

    Onboard more sites, make the client portal the standard.

Common questions

Does the client need to register?
No. Taskey Share offers a live link without login. Clients see the portal directly.
Is it a tender advantage?
Yes. Large clients demand proof and transparency. Providing a cleaning client portal stands out visibly.

Related

Complaints drop because the answer is already there

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Introducing a cleaning client portal · guide | Taskey | Taskey