Delightfully simple home service scheduling software

CozyCal's intake forms capture information essential for accurate quoting and preparation: home address, square footage, number of bedrooms and bathrooms, property type (apartment, house, condo), and current condition. Ask about specific areas needing attention, presence of pets, and any allergies to cleaning products. Cleaners arrive prepared with the right supplies, time allocation, and expectations for the job.

Create separate event types for each offering: standard maintenance cleaning, deep cleaning, move-in/move-out cleaning, post-construction cleanup, or specialty services like carpet or window cleaning. Each service has its own duration, pricing, and description reflecting the work involved. Customers understand exactly what they're booking, and your schedule allocates appropriate time for each job type.

Include dedicated intake form fields for entry details: lockbox codes, hidden key locations, doorman information, alarm codes, or whether someone will be home. Add questions about parking availability and pet containment during service. Cleaners review these instructions before arriving, eliminating last-minute calls and ensuring smooth access to the property.

Yes. Configure different durations for each service tier like a studio apartment maintenance clean might be 2 hours while a 4-bedroom deep clean could be 5 hours. Create service options by property size (small, medium, large) or by specific square footage ranges. Customers select the option matching their home, and your calendar reflects realistic time blocks for each job.

Enable event requests to review jobs before accepting. For first-time clients, assess whether the property falls within your service area, verify the scope matches your team's capacity, or flag unusually large or complex jobs requiring custom quotes. Post-construction and hoarding cleanups often need pre-visit assessments. Approve suitable requests and decline those outside your capabilities—custom emails communicate your decision professionally.

Each team member connects their Google Calendar or Outlook calendar to CozyCal. When assigned a job, it appears on their personal calendar with all details: client address, access instructions, service type, and special notes. Automated email confirmations reinforce the assignment. Staff always know where they're going and what to expect without chasing down information from the office.

For regular maintenance clients, create cleaning packages that bundle multiple sessions at a discounted rate—such as a "4-Week Cleaning Plan" or "Monthly Deep Clean Package." Clients purchase upfront and receive a redemption code to book individual appointments. Packages secure recurring revenue, reward client loyalty, and encourage consistent scheduling that's easier on your operations.

Yes. Create individual booking pages for each service area, or combine all locations on one team booking page where customers select their zone. Each area can have different staff assignments, availability windows, and even pricing if costs vary by location. The admin dashboard provides oversight across all territories, letting you track bookings and manage resources centrally.

Add intake form questions about chemical sensitivities, fragrance-free requirements, or preference for green cleaning products. Include checkboxes for common concerns like pet-safe solutions or specific brand requests. Cleaners see these notes before arrival and bring appropriate supplies. This attention to detail builds trust and differentiates your service from competitors who don't ask.

CozyCal stores complete booking history for every client: past services performed, property details, access instructions, special requests, and payment records. When a regular customer books again, all their information is already on file. Staff can reference previous notes about the home, and you can track which clients are due for their next cleaning based on their typical schedule.

Connect Stripe to collect payment at booking—ideal for one-time cleans or new clients where prepayment reduces no-shows. For recurring clients with established trust, you might invoice after service completion. Offer promotional coupons for first-time bookings or seasonal discounts. CozyCal handles secure payment collection however your business model requires.

Round-robin assignment distributes single-cleaner jobs evenly across your staff, balancing workloads automatically. For larger properties requiring crews of two or three, assign the lead cleaner and note team members in the booking details. The admin dashboard shows all scheduled jobs across your entire workforce, letting managers spot gaps, reassign as needed, and ensure adequate coverage for every appointment.