Value Maids — Cleaning Business Management
Bookings, Scheduling and Billing for a Growing Cleaning Service.
A custom FileMaker system that brings bookings, client records, team scheduling, PayPal billing and client messaging together for a cleaning service in Atlanta, Georgia.
Business context
More bookings meant more to coordinate
Value Maids is a cleaning service provider based in Atlanta. As the business expanded, it faced challenges in managing a growing volume of bookings, streamlining communication with clients and coordinating employee schedules.
It needed a solution that could centralize operations, improve payment processing and enhance customer interactions across the platforms it uses. FM Solutions built a custom FileMaker application around those requirements.
What the system does
Capabilities in detail
The system keeps track of bookings, client data and payments, and connects them to the messaging and phone services the business uses.
Bookings and client records
A client menu lets customers book cleaning services. The system tracks client data and manages bookings, so each client record sits next to its cleaning appointments, statement and appointment details.
Team and weekly scheduling
Appointments are assigned to teams and shown by day and time slot in a weekly calendar. A team view shows availability by time slot and recurrence, from every week to every four weeks, so openings are easy to see.
Payments and billing
PayPal is integrated for payment processing and complete billing through PayPal invoicing. Completed cleanings are posted to receivables, with deposits, credits and PayPal requests tracked per client.
Client messaging
Clients receive SMS confirmations through Twilio. Text messages can also carry a link to a client statement, and the delivery status is recorded against the message.
Phone and video communication
Cdyne phone APIs and RingCentral voice and video communication extend how the business reaches clients, alongside SMS.
Integrations
Connected services behind the system
Messaging, phone and payment services, each with a specific role in how Value Maids works with its clients.
Twilio
SMS confirmations and communication
Cdyne
Phone APIs
RingCentral
Voice and video communication
PayPal
Payment processing and invoicing
Logos are trademarks of their respective owners and are shown to identify the services used. Their use does not imply endorsement.
Real application screenshots
Inside the system
Six screens from the FileMaker application. Client, employee, contact, address, deposit-reference and account details are redacted in the image files themselves, including in the enlarged version.
Client record and appointment
A client record next to the list of cleaning appointments, the client statement and the appointment details panel. Client, address, contact and team member details are redacted.
Weekly view
The weekly calendar with appointments by day, time slot and team, showing service type and price. Client names are redacted.
Team availability
An availability dashboard by time slot and recurrence, next to the weekly appointment slots, used to see where openings are.
Payments
Cleanings posted to receivables, with check and cash counts, a deposits list and weekly totals. Client names and deposit references are redacted.
Receivables, credits and PayPal requests
Outstanding balances and credits with the default payment type and the latest PayPal request for each client. Client names are redacted.
Text message to a client
A text message sent to a client about a balance due, with the delivery status. Names, phone numbers, addresses and the statement link are redacted.
The screenshots show how records and menus are laid out. The dates, prices and totals visible in them are not performance figures.
Client feedback
In the client's words
Feedback from Value Maids, shown exactly as supplied.
Rated 5.0 out of 5
Nihad delivered good quality work that helped to continue develop our end-to-end business solution.
Mujo was very professional and made a great contribution to the development of our Filemaker solution. He was quick to understand what we needed and completed quality work on-time. I enjoyed working with him and would definitively recommend him for Filemaker development.
Teo
ValueMaids
Emir completed quality work for us.
Teo
ValueMaids
Outcome
One system for bookings, clients and billing
Delivered capabilities
- Bookings, client data and billing are handled in one FileMaker system.
- Customers can book cleaning services through a client menu.
- PayPal invoicing provides a complete billing service inside the system.
- Clients receive SMS confirmations, with phone and video communication available.
The original case study reports improved operational workflows. This page makes no claims about revenue growth, percentage savings, headcount, availability or project duration.
About the client
Value Maids
Value Maids is a cleaning service provider based in Atlanta, Georgia. Any customer reviews on the client's own website are about its cleaning services and are not reviews of FM Solutions.
Client website
valuemaids.com
Related services
Where this work fits
Custom Software Development
Business software designed around the way your organization operates.
Business Process Automation
Replace repetitive manual work with reliable, connected workflows.
Claris FileMaker Development
Custom FileMaker solutions for bookings, teams and operations.
Integrated Technologies
The platforms and APIs we connect to the software you already run.
Growing Bookings, Schedules and Payments Across Separate Tools?
Tell us where coordination breaks down: bookings, scheduling, billing or client communication. We will outline how one connected system could look.