CRM and Operations Platform for Cleaning Companies
Run your entire cleaning company from one connected system.
Vertex Commercial brings customers, cleaning jobs, employees, payment tracking, inventory, equipment, quality control, and operational insights into one structured platform built for cleaning companies.
Plans and implementation are configured around your company’s size, processes, and operational needs.
Operations Overview
All branches · Sample operational data
Jobs Today
24
19 confirmed / 5 pending
Active Cleaners
18
Across 4 branches
Outstanding Invoices
$12,480
3 overdue
Low Stock Items
7
2 warehouses affected
Upcoming jobs
- 8:00 AMNorthside OfficesConfirmed
- 9:30 AMHarbor View HotelUnconfirmed
- 11:00 AMClearstone PropertiesConfirmed
- 1:30 PMGreenfield Medical CenterConfirmed
Team availability
- Emma CarterAssigned
- Daniel BrooksAvailable
- Sofia MartinezAssigned
- Liam TurnerOn Leave
Outstanding invoices
3 invoices overdue · $4,120 of $12,480 past due
Neutral Floor Cleaner
8 units remaining · below minimum level
- Completed this week
- 126 jobs
- On-time rate
- 96%
- Open quality reviews
- 4
One Source of Operational Truth
Stop running your business through disconnected spreadsheets, calendars, and chats.
When leads live in one tool, schedules in another, employee updates in messaging apps, and inventory in spreadsheets, managers lose time and visibility. Vertex Commercial creates one operational workspace where every team works with the same current information.
Scattered customer information
Contacts, service locations, contracts, conversations, and payment history are difficult to track across separate systems.
Manual scheduling
Managers spend hours assigning cleaners, resolving conflicts, and communicating last-minute changes.
Limited financial visibility
Revenue may be visible, but profitability by customer, job, location, or branch remains unclear.
Uncontrolled supplies and equipment
Teams often discover shortages, missing tools, and overdue maintenance only when operations are already affected.
Built Around Cleaning Operations
Everything your teams need to manage daily work.
Vertex Commercial connects sales, field operations, employees, finances, supplies, equipment, and quality control without forcing your business into a generic CRM structure.
Customers and Sales
Manage every relationship from the first inquiry to an active service contract.
- Leads and pipeline
- Customers and locations
- Proposals and contracts
- Communication history
Jobs and Scheduling
Plan one-time and recurring cleaning work while keeping teams, locations, and status changes visible.
- Job calendar
- Recurring schedules
- Team assignments
- Conflict alerts
Employees and Cleaners
Maintain employee profiles, availability, documents, working time, and payment rules.
- Employee records
- Shift tracking
- Skills and availability
- Pay calculations
Finance
Track operational finances without positioning Vertex Commercial as a replacement for certified accounting software.
- Invoices and payments
- Expenses
- Outstanding balances
- Profitability views
Inventory and Equipment
Know what is available, where it is stored, who is responsible, and when action is required.
- Warehouse balances
- Supply movements
- Equipment records
- Maintenance reminders
Quality Control
Standardize service delivery with checklists, photos, inspections, feedback, and rework tracking.
- Service checklists
- Before-and-after photos
- Quality inspections
- Customer feedback
A Clear View of Daily Operations
See what is happening across your company without switching between systems.
The Vertex Commercial workspace brings current jobs, employee availability, customer activity, invoices, inventory warnings, and operational priorities into one consistent interface.
Jobs today
24
19 confirmed / 5 pending
Active cleaners
18
Across 4 branches
Outstanding invoices
$12,480
3 overdue
Low stock items
7
2 warehouses affected
Upcoming jobs
- 8:00 AMNorthside OfficesConfirmed
- 9:30 AMHarbor View HotelUnconfirmed
- 11:00 AMClearstone PropertiesConfirmed
- 1:30 PMGreenfield Medical CenterConfirmed
Team availability
- Emma CarterAssigned
- Daniel BrooksAvailable
- Sofia MartinezAssigned
- Liam TurnerOn Leave
3 invoices overdue
$4,120 past due
Low stock: Neutral Floor Cleaner
8 units remaining
Completed jobs per month
- Feb: 82 jobs
- Mar: 91 jobs
- Apr: 88 jobs
- May: 97 jobs
- Jun: 104 jobs
- Jul: 112 jobs
Connected From Lead to Invoice and Payment Tracking
One workflow instead of separate tools for every department.
Connect customer acquisition, service delivery, invoicing, payment status, and operational follow-up in one structured workflow.
- Step 1
Capture the inquiry
Create a lead manually or receive it from a website form or connected integration.
- Step 2
Prepare the proposal
Record requirements, service locations, expected workload, and commercial terms.
- Step 3
Schedule the work
Create one-time or recurring jobs and assign qualified employees or teams.
- Step 4
Complete and verify
Use mobile instructions, checklists, photos, and quality review to confirm completion.
- Step 5
Invoice and analyze
Track payment status and review profitability across customers, locations, and services.
Context-Aware Assistance
An AI assistant that understands how your company operates.
Vertex Commercial AI is designed to work with the authorized context of your organization, including services, schedules, procedures, customers, documents, supplies, and operational metrics.
- Answers based on authorized company context
- Respects role-based access
- Helps prepare reports and communications
- Recommends actions without removing human control
- Requires confirmation for critical operations
- Manager asks: Which jobs are still unconfirmed today?
- Assistant answers: Three jobs are awaiting confirmation: Harbor View Hotel at 9:30 AM, Apex Retail Group at 12:00 PM, and Clearstone Properties at 4:00 PM.
- Manager asks: Who is available for the Harbor View job?
- Assistant answers: Daniel Brooks and Olivia Reed are available during that period. Daniel has completed six previous hospitality jobs.
For Teams in the Field
Give cleaners the information they need without exposing the entire CRM.
The Vertex Commercial mobile experience is designed to provide employees with their own schedule, location details, instructions, checklists, updates, and earnings information based on their permissions.
- Personal work schedule
- Job and location instructions
- Checklists and photos
- Status updates
- Manager messages
- Earnings overview
Today’s Jobs
Emma Carter
Northside Offices
In Progress8:00 AM – 10:30 AM
Clearstone Properties
Confirmed1:00 PM – 3:00 PM
Selected task
- Location details and access notes
- Service instructions · 8-item checklist
- Before photos required
Operational Visibility
Understand performance across customers, employees, services, and branches.
Vertex Commercial is designed to turn operational activity into structured management information, helping leaders identify overdue payments, inefficient contracts, workload issues, and supply risks.
Operational performance
Period: Last 30 days- Revenue
- $148,200
- Expenses
- $106,400
- Operational margin
- 28%
- Completed jobs
- 443
Branch comparison
- Albuquerque$48,200 · 142 jobs · 97% on time
- Phoenix$39,600 · 118 jobs · 94% on time
- Denver$31,400 · 96 jobs · 96% on time
- Dallas$28,900 · 87 jobs · 91% on time
Customer profitability
- Greenfield Medical Center38% margin
- Northside Offices34% margin
- Harbor View Hotel26% margin
- Apex Retail Group22% margin
Employee workload
- Emma Carter38 hBalanced
- Daniel Brooks44 hOvertime
- Sofia Martinez36 hBalanced
- Liam Turner28 hCapacity available
Overdue invoices
- Apex Retail Group$4,12018 days overdue
- Harbor View Hotel$2,750Due in 12 days
- Clearstone Properties$1,4806 days overdue
Customer profitability
Compare revenue, service costs, labor, and supply usage by account or location.
Team workload
Identify overloaded teams, available employees, overtime patterns, and scheduling gaps.
Inventory risk
See low-stock items and upcoming supply requirements before they affect scheduled work.
Payment control
Track open invoices, partial payments, and overdue balances from one operational view.
Designed to Scale
A configuration for every stage of your cleaning business.
Small Cleaning Teams
Replace spreadsheets and messaging apps with structured customer records, scheduling, payments, and basic inventory control.
Growing Companies
Coordinate recurring work, managers, mobile employees, quality checks, warehouses, and operational reporting.
Multi-Branch Operations
Manage departments, permissions, budgets, locations, communications, and performance across several branches.
Networks and Franchises
Create shared standards, controlled access, centralized reporting, and individually configured operating structures.
Every configuration is reviewed with you. Compare solutions by company type.
Configured Around Your Business
Move from evaluation to launch through a structured implementation process.
Vertex Commercial is not sold through a generic checkout. We first review your company structure, operational requirements, and required modules.
- Step 1
Complete the quiz
Tell us about your company, team size, processes, and current tools.
- Step 2
Initial consultation
We review your priorities and operational structure.
- Step 3
Personalized demonstration
The demonstration focuses on the workflows relevant to your business.
- Step 4
Solution proposal
You receive a tailored scope, plan, and implementation approach.
- Step 5
System configuration
Modules, roles, locations, and workflows are configured.
- Step 6
Data preparation
Existing customer, employee, and operational data is prepared for migration.
- Step 7
Team training
Managers and employees receive role-specific guidance.
- Step 8
Launch
The system is introduced through a controlled operational rollout.
The exact implementation process depends on the selected plan, company structure, data, integrations, and agreed scope.
Find the right Vertex Commercial configuration for your company.
Answer ten questions about your company, services, team, locations, and operational priorities. Your responses will help us prepare a more relevant product discussion.
Submitting the quiz does not create an order, contract, or payment obligation.