1. Presentation

Cleaning Company Management transforms Dolibarr into a complete, specialized ERP/CRM for professional cleaning companies. It covers the entire business cycle - from prospecting and quoting, through contracts, intervention planning, field teams, quality control and incidents, to invoicing and profitability analysis - without any external software.

Target activities: industrial cleaning, office cleaning, building cleaning, residential, hotels, stores, after-works cleaning, window cleaning, disinfection, sanitary maintenance and professional space upkeep, for both recurring and one-off services.

2. Business Cycle

·       Prospecting / request

·       Cleaning quote

·       Signed contract

·       Service planning

·       Team assignment

·       Intervention execution

·       Quality control

·       Invoicing

·       Profitability analysis

3. Architecture

The module follows the Dolibarr MVC architecture with a generic, key-driven object engine (list/card pages, shared renderers, secure SQL). It ships 15 dedicated business objects, a modern dashboard, a Kanban board, a weekly planner, a mobile portal, on-site signature capture, a reporting hub, a cron automation engine, triggers and a demonstration-data generator. Technical name: cleaningmanagement. Module number: 513000. Editor: DoliResources.

·       Requests / quotes - incoming cleaning requests and leads (channel, type, priority, surface, estimated amount).

·       Interventions - the central object (cleaning type, workflow status, team & agent, planned/actual times, surface, quality score, signature, total).

·       Intervention lines - labour, product, travel and service lines with quantities and totals.

·       Client sites - multi-site management (surface, building type, floors, employees, access hours, security constraints, cleaning instructions).

·       Cleaning contracts - monthly/annual/one-off/periodic/emergency, frequency, monthly & yearly amount, SLA, renewal.

·       Service catalogue - offered services with estimated duration, base price and per-sqm rate.

·       Materials - vacuums, machines, carts, safety equipment; status and assignment.

·       Consumable products - detergents, disinfectants, sanitary products; stock and alert threshold.

·       Cleaning agents - HR file with employee ID, role, skills, zone, employment type, hourly rate, availability.

·       Teams - team leader, members, specialty, zone, availability.

·       Timesheets - clock-in/clock-out, hours, breaks, lateness, billable flag.

·       Quality controls - checklist (floors, windows, sanitary, waste), score, before/after photos, client signature.

·       Incidents - complaints, accidents, material, product, access; declared -> analysis -> action -> closed.

·       Activity log - calls, emails, visits and notes tied to interventions.

·       Automation rules - engine-driven operational notices.

4. Detailed Functionalities

4.1 Dashboard

A modern control center distinct from the classic Dolibarr dashboard, using a cleaning charter (trust blue, freshness green, cleanliness white, modern grey).

·       KPIs: active customers, active contracts, today's interventions, completed, planned agents, cleaned surface, monthly revenue, average margin, customer satisfaction, open incidents, average quality score.

·       Alert tiles for today, planned, overdue, quality to control, new customers, open incidents, low-stock products, contracts to renew.

·       Interactive charts: interventions per month, breakdown by cleaning type, by status, per team.

4.2 Clients & Sites

·       Native Dolibarr third parties as customers, enriched with dedicated multi-site management.

·       Each site records surface, building type, floors, number of employees, access hours, security constraints and precise cleaning instructions.

4.3 Contracts

·       Contract types: monthly, annual, one-off, periodic, emergency.

·       Frequencies: daily, weekly, bi-weekly, monthly, quarterly, yearly.

·       Monthly and yearly amounts, number of visits per month, SLA commitment, renewal type and sales representative.

4.4 Service catalogue

·       Ready-to-use catalogue of cleaning services (offices, windows, industrial, disinfection, carpet, sanitary, parking, after-works).

·       Estimated duration, base price and per-sqm rate; required resources and products.

4.5 Intervention planning

·       Weekly schedule board with day columns and an unplanned backlog.

·       Kanban board with drag & drop to move interventions across the workflow (planned, assigned, in progress, done, controlled, invoiced).

·       Status colours, priority highlighting and per-column revenue totals.

4.6 Agents & teams

·       Specialized HR management: employee ID, role (agent, team leader, supervisor, specialist), skills, geographic zone, employment type and hourly rate.

·       Teams with a leader, members, specialty and availability; interventions history per agent.

4.7 Time tracking

·       Clock-in / clock-out, worked hours, breaks and lateness per intervention.

·       Labour cost and intervention profitability computed from timesheets and agent hourly rates.

4.8 Materials & consumables

·       Material register (vacuums, machines, carts, safety gear) with status: available, assigned, maintenance, out of service.

·       Consumable products with stock, alert threshold, unit cost and supplier; automatic low-stock notice.

4.9 Quality control

·       Checklist: floors cleaned, windows clean, sanitary checked, waste removed.

·       Quality score out of 100, comments, before/after photos and client signature.

4.10 Incidents

·       Types: customer complaint, accident, broken material, missing product, access issue.

·       Workflow: declared, under analysis, corrective action, closed - with severity and corrective action.

4.11 Invoicing

·       Native integration: create Dolibarr quotes, orders and invoices from interventions and contracts.

·       Interventions ready to invoice are listed with their totals; recurring contract invoicing supported.

4.12 Profitability

·       Analysis per client, per contract and per site: revenue, personnel cost, consumables and margin.

4.13 Reporting

A dedicated reporting hub with 14 reports, each exportable to CSV, Excel and PDF, and printable:

·       Interventions by period

·       By cleaning type

·       By status

·       Agent productivity

·       Team performance

·       By customer

·       Contract portfolio

·       Quality controls & scores

·       Incidents & complaints

·       Consumables usage

·       Revenue

·       Contract profitability

·       Logged hours

·       Interventions to invoice

4.14 Mobile portal & on-site signature

·       Responsive customer/agent portal listing interventions with status, contact and schedule.

·       On-site signature pad (touch/mouse) that validates the intervention and stores the customer signature.

4.15 Automation engine

·       Daily cron (and on-demand) engine that generates operational notices: overdue interventions, controls to perform, contracts to renew, low consumable stock and low quality scores.

5. Native Dolibarr Integration

The module enriches and reuses native Dolibarr modules: third parties, contacts, products, services, stock, quotes, customer orders, invoices, payments, agenda, projects, resources, ECM documents and users.

6. Permissions

·       Administrator - full management.

·       Operations manager - planning, teams, contracts.

·       Team leader - interventions.

·       Cleaning agent - schedule consultation.

·       Sales - customers and quotes.

Rights are organised into groups: requests, interventions, sites, contracts, resources (services/materials/products), teams, quality, automation and reporting - with read/write/delete and an admin right.

7. Multilingual

The module ships in five languages: French, English, Spanish, Italian and German. All user-visible labels are module-prefixed to prevent cross-module collisions.

8. Demonstration Data

A one-click generator populates a realistic dataset (customers, sites, contracts, services, agents, teams, interventions, quality controls, incidents, invoices and dashboard statistics) and a secure purge removes only the module's demo rows.

9. Technical Quality

·       Dolibarr coding standards and MVC architecture

·       Secure SQL and native permission checks

·       Responsive design

·       Documented code

·       Modern PHP compatibility (7.1+ to 8.x)

·       Compatible with Dolibarr 16 to 23+

 

Developed by DoliResources - www.doliresources.com