Rose Services

Private Admin Hub

Admin access only.

Admin Access

Enter your admin key to continue.

+ Add Client
Additional Home & Quote Details
More Options

Leads / Quotes

People not fully booked yet. Keep quote review, follow-up, and agreement next steps in one calm place.

Leads will appear here after the dashboard loads.

Booking Calendar

Admin-only view of scheduled or booked cleanings from Airtable Jobs/Services.
Recurring Schedule Forecast

Forecasts will appear after scheduled jobs load.

Calendar

Scheduled cleanings will appear here after the dashboard loads.

Jobs

Work-order view for scheduled cleanings, payment status, completion, and job actions.

Create Scheduled Job
Smart Scheduler defaults: one home per day, holidays blocked, 30-minute travel/reset buffer, nearby areas preferred, and weekly revenue goal considered.
Use an end date when the cleaning will block multiple consecutive days. Each day will appear separately on your schedule.

This adds the work to Airtable and your booking calendar. No client email is sent. No-charge cleanings are marked settled and do not create bookkeeping income.

Jobs will appear here after the dashboard loads.

Walk-Throughs

Private service assessment tool for accurate quotes, cleaner/supply preferences, scope review, and service recommendations.

Create or select a walk-through to begin.

Money

Payments, bookkeeping, tax planning, and the questions that need your attention.

Payment and review items will appear here after the dashboard loads.

Cleaning Checklists

Private quality-control checklist for use inside the client’s space. Progress saves on this device only.

Open
0 of 0 tasks complete

Choose a checklist to begin.

More Actions

Rose Services Cleaning Plan

Reviews & Testimonials

Manage approved testimonials and follow up with paid clients when it feels right.

Reviews will appear here after the dashboard loads.

Client Portal Requests

Review client-submitted add-ons, rescheduling, and visit adjustments. Nothing changes until you approve it.

Beta mode: invitations are manual only. Nothing is sent unless you choose a client, review the email, and confirm Send Beta Invitation.
Open Sample Client Portal

Open this section to load Client Portal requests.

Important Links & Apps

Quick access to the business tools used to run the website, quotes, agreements, reviews, payments, and records.

Open
Client & Pricing
Residential Quote Calculator Create owner-reviewed home cleaning estimates. Commercial Quote Calculator Estimate office and workspace cleaning quotes.
Agreements & Communication
Agreement Builder Create client service agreement links. Email Template Previews Swipe through client-facing automatic and templated emails without sending anything. Business Gmail Business inbox and client communication. Resend Email Logs Review website and agreement email delivery.
Business Accounts
Public Website View the live Rose Services site. Airtable Client Portal Quote requests, clients, agreements, and jobs. Cloudflare Dashboard Website hosting, Pages deploys, domain settings. Bluevine Create secure online invoices and manage payments. Netlify Previous host and form submission reference.
Business Documents

Loading business document settings...

Reviews & Testimonials
Google Review Link Open the client-facing link for leaving a public review.
Client Portal
Protected Client Portal Preview See the sample client experience without inviting or contacting anyone.