Carpet Cleaning Companies
Connect your job management software, accounting, and lead sources so you can see which technicians, trucks, upsells, and commercial accounts actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile upsells, technician commissions and repeat visits, with human review for uncertain records.
Carpet and upholstery cleaning companies running several truck mounts or several locations, including operators that also handle tile and grout, area rugs, or water damage work.
Show Us Your Workflow[01] Where systems separate
Where the numbers stop matching.
- 01Protector, pet treatment, and upholstery upsells are sold on the job but rarely reported by technician
- 02Technician commission is calculated in a spreadsheet from tickets that don't match what accounting received
- 03Rebooking reminders go out on schedule, but nobody tracks how many past customers actually booked again
- 04Commercial maintenance accounts are billed on a calendar that lives outside the residential job system
- 05Water damage calls billed to insurance sit in the same job list as a three room clean, with very different payment timing
- 06Each acquired company brings its own job software, price list by room or square foot, and customer list
[02] The software in place
The systems we usually find.
Most carpet cleaning companies already run good job software. The gaps sit between the job ticket, accounting, and marketing, and between locations that chose different products.
Job management
ServiceMonster
Built for carpet and floor cleaners, covering customers, jobs, and reminders. We come in when a question needs accounting or marketing data next to the job ticket.
Field service platform
Housecall Pro and Jobber
Scheduling, online booking, invoicing, and payments at growing cleaning companies, and often still running at locations a larger operator acquired.
Field service platform
ServiceTitan
Used by some larger cleaning operators. Its job and invoice data is the starting point for technician and service line reporting.
Accounting
QuickBooks Online
Where revenue, chemical and equipment costs, and payroll land, usually without the service line detail from the job ticket.
[03] Questions worth answering
Numbers carpet cleaning owners ask for that no single system can answer.
- 01Average ticket by technician
- Total per job after upsells and discounts, compared across technicians running the same equipment in the same area.
- 02Upsell attach rate
- How often protector, deodorizer, upholstery, or rug cleaning is added to a carpet job, by technician and by lead source.
- 03Repeat customer rate
- The share of past residential customers who booked again, which shows whether reminders and follow up are worth what they cost.
- 04Commercial account margin
- Revenue from recurring commercial contracts against the technician hours, chemicals, and travel those accounts actually used.
- 05Revenue per truck per day
- Production for each truck mount, which needs job data, technician time, and vehicle costs in the same place.
[04] What we build
Keep your job software. Build what's missing around it.
We usually begin with technician commission or rebooking, because both depend on records in more than one system. Then we build the connections that keep them current.
01
Job ticket to accounting reconciliation
Systems Integration →02
Technician commission calculations
Workflow Automation →03
Upsell and average ticket dashboards
Dashboards & Reporting →04
Repeat customer and rebooking tracking
Dashboards & Reporting →05
Commercial account profitability
Dashboards & Reporting →06
Combined reporting across acquired locations
Unified Data Platforms →07
AI-assisted processing of service tickets, commercial work orders and invoices, with validation and exception review before updating source systems
[05] In practice
What this looks like in practice.
Commission without the spreadsheet
Each pay period the manager pulls tickets, removes refunds and redos, and calculates commission on cleaning and upsells at different rates. We automate the calculation from the job system and send only disputed tickets to a person.
Is the reminder program working
The company sends rebooking postcards and texts on a fixed schedule. We match each reminder to later bookings so the owner sees which customers came back and what the program returned for its cost.
Carpet and water damage under one roof
A cleaning company that also does water extraction bills some jobs to homeowners and others to insurance carriers. We separate the two in reporting so cleaning margin and insurance receivables are each measured on their own terms.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull jobs, line items, technicians, and reminders from your job management software, plus payments, payroll, and costs from accounting.
02Unify
Match customers, addresses, and jobs across systems, agree on how upsells, redos, and commercial visits are counted, and flag tickets that don't reconcile.
03Build
Deliver the commission report, ticket dashboard, or account review your team asked for, with every number traceable back to the job ticket.
[08] Questions
Carpet Cleaning Companies: common questions
Do we need to replace ServiceMonster or our current job software?
No. ServiceMonster stays your system for jobs and customers. We pull its data next to payroll and accounting so commission, upsell attach rates, and rebooking can be measured without exports.
Can you combine reporting across locations or cleaning companies we bought?
Yes. We map each location's jobs, services, and pricing, whether by room or by square foot, to shared definitions so results can be compared and rolled up.
Can you calculate technician commission on upsells automatically?
Yes. We apply your commission rules to each ticket, including separate rates for cleaning and for upsells like protector, and flag tickets with refunds or redos for review.
How do we track average ticket and upsells by technician?
We pull line items from your job system and group them by service type and technician. Average ticket and attach rate then come from the same ticket data your team already records.
Do you work with carpet cleaners that also do tile, rugs, or water damage?
Yes. We report each service line separately, and for water damage billed to insurance we connect the estimate and payment records so those receivables are tracked apart from residential cleaning.
Can AI automate service tickets, commercial work orders and invoices for carpet cleaning companies?
Yes. Cass & York can build a workflow that extracts structured details from service tickets, commercial work orders and invoices, matches them to records in ServiceMonster and Housecall Pro and Jobber and accounting, and flags missing or ambiguous information for staff review. The integration can reconcile upsells, technician commissions and repeat visits without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →