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GUIDED MIGRATION

Bring the useful history and leave the spreadsheet mess behind

Download the right templates, validate the information and review the result before anything is imported into your live workspace.

WHAT IT GIVES YOU

A clear result in the working day.

  • Downloadable templates for supported records
  • Clear required fields and accepted values
  • Row-by-row validation before import
  • Approval before live records change

HOW IT WORKS

A clear path, one step at a time.

Guided actions, useful defaults and dropdowns keep attention on the decision in front of you.

01

Choose what to bring

Start with clients, then add linked properties, people and service catalogue records.

02

Download templates

Use the current template with an example row and accepted values.

03

Upload and correct

Review missing fields and invalid formats before import.

04

Approve the result

Check the totals and approve one complete, audited import.

QUESTIONS, ANSWERED

Know what you are getting before you start.

How long does setup take?

Most cleaning businesses can create a working workspace in about five minutes. Add your business details, then select your service, quoting and scheduling preferences. CleaningCentral prepares the workflows, templates, checklists and sensible defaults, and you can change them later.

Is CleaningCentral suitable for a solo cleaner?

Yes. The same core platform supports owner operators, small teams and growing cleaning businesses. You can start with the workflows you need and use more of the system as the business grows.

Can I bring my existing client and job data?

The migration process uses downloadable templates, validation and a review step before information is imported into your workspace.

Do I have to use every feature?

No. Your workspace can begin with the workflows you need. Settings and optional modules stay out of the way until they are enabled.

READY TO RUN IT ALL IN ONE PLACE?

Build a calmer, more connected cleaning business.

Choose your preferences and start in a workspace where services, workflows, templates, checklists and sensible defaults are already prepared.