Cleaning and recurring service businesses
How cleaning and other recurring service businesses use KookaCRM to take online bookings for one-off visits and set customers up on recurring service packages and subscriptions.
Available · Last updated 18 July 2026
The business problem
Cleaning and other recurring service businesses need customers to book a one-off visit easily, but they also want to lock in repeat customers on a regular schedule without re-quoting and re-invoicing every single visit by hand.
How KookaCRM solves it
KookaCRM supports both patterns. One-off and trial visits are booked online at a fixed price. Regular customers can be set up on a recurring service package with a subscription behind it, so a recurring invoice is generated each billing period as a draft ready for staff to check before it goes out — this recurring billing capability is currently in beta.
Common business problems
- Regular customers are re-invoiced manually every visit instead of being on a standing arrangement
- One-off bookings are only taken over the phone, so after-hours enquiries are missed
- There is no easy way to see which recurring customers are up to date on payment
Recommended customer entry points
- Online booking
- Website enquiry form
Recommended pricing models
- Fixed-price appointment
- Packages and subscriptions (beta)
Useful KookaCRM capabilities
- Customers can book a fixed-price appointment online at any time
- Recurring service packages can be offered with an optional setup fee
- Subscriptions bill on a recurring schedule, producing a draft invoice each period for staff to review before sending
- Job scheduling for both one-off and recurring visits
Example starter services
- One-off clean or service visit (fixed price)
- Weekly or fortnightly recurring service (package/subscription)
- Initial deep clean plus ongoing recurring plan
How it works
Customer books a one-off visit online, or enquires about a regular arrangement, then
For one-off visits, the booking is confirmed and the job is scheduled, then
For recurring customers, a package is selected and a subscription is set up, then
Each billing period, a draft recurring invoice is created for staff to review, then
Staff send the invoice and the customer pays
Example end-to-end workflows
One-off booking
Customer books a fixed-price appointment online, then
Job is scheduled and staff confirm a technician, then
Visit is completed and invoiced
Recurring service subscription
Customer signs up to a recurring package, optionally with a one-off setup fee, then
A subscription is created with a recurring billing schedule (beta), then
Each period, a draft invoice is generated for staff to review and send, then
Customer pays online once Stripe Connect is set up
Payment options
- Invoice with online payment (once Stripe Connect is set up)
- Bank transfer against an invoice
Setup requirements
- Online booking configured for the services customers can book directly
- Packages and subscriptions enabled for recurring service arrangements
- Stripe Connect set up for online payment of one-off and recurring invoices
Availability
Online booking and fixed-price appointments for one-off visits are fully available. Packages and subscriptions for recurring customers are a beta capability: recurring invoices are generated as drafts each billing period for staff to check before sending, rather than being sent out automatically.
Related guides
- Packages, Subscriptions and CommerceBeta
Packages and Subscriptions
Set up packages and agreements that generate recurring draft invoices automatically — a beta capability for recurring revenue that stops short of automatic card charging.
- Packages, Subscriptions and CommerceBeta
Subscription with optional setup fee workflow
How a package selection becomes a customer agreement, an optional setup invoice, and a recurring billing schedule that raises invoices automatically — without automatic card charging.
- Customer Entry Points
Online Booking
Let customers pick a time and submit a booking online for callout services or fixed-price appointments, with optional upfront payment where a business has configured it.
- Pricing and Sales Workflows
Fixed-Price Appointments
Offer services with a set price and a fixed appointment length, so customers know the cost upfront and staff can schedule with predictable time blocks.