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CleanerHQ · For cleaning businesses

Keep the small client details with the job.

Client notes give your cleaning team a place for the details they need to remember. Record an entry step, a room to leave alone, or a client’s product choice.

  • Write clear client notes
  • Pin key details
  • Keep a shared record
Book a demo

CleanerHQ launches November 8, 2026. See prices and trial terms.

See it in CleanerHQ

Add Note form in CleanerHQ with an example note about entry and room access
The client note form, with example text entered for this screenshot. The note was not saved. Captured September 12, 2026.
Open the full-size screenshot

Write client notes people can act on

“Be careful” does not tell a cleaner what to do. “Leave the office door closed” does.

Put one clear step in each sentence. Name the room, item, or entry point so the next person does not have to guess.

Pin the note that matters most

The Add Note form includes a box to pin a note at the top of the client’s activity list. Use it for a detail your office needs to see often.

Review old notes when the client changes their plan. A clear note can still cause trouble if it is out of date.

Keep staff notes and client messages separate

The job form has both client-facing instructions and internal notes for staff. Choose the right place for each message.

A client request belongs with the work. Staff-only remarks should stay in the internal note field.

Make a handover easier to follow

Start with the client record when a new office user takes over. Read the key notes, then check the linked jobs and quotes.

For the crew’s plan, use the schedule. For the full record, use client management.

Questions about this feature

Can I pin a client note?

Yes. The Add Note form has a box to keep the note at the top of the activity list.

What makes a good cleaning note?

Write the action and the place. For example: “Use the side entrance. Leave the office door closed.” Keep it short and review it when the client’s needs change.

See the related steps

See how the steps fit together in CleanerHQ’s cleaning business software.

Bring one job to a demo