Product Capabilities
One operational platform for every part of your cleaning business.
Vertex Commercial connects leads, customers, cleaning jobs, employees, payment tracking, supplies, equipment, quality control, and business reporting in one structured environment.
Available modules, limits, and implementation options depend on the selected plan and company requirements.
Job calendar — today
- 08:00Northside OfficesEmma CarterConfirmed
- 09:30Harbor View HotelTeam unconfirmedPlanned
- 11:00Apex Retail GroupDaniel BrooksIn Progress
- 13:00Clearstone PropertiesSofia MartinezAssigned
- 17:30Greenfield Medical CenterLiam TurnerAwaiting Review
Customer summary
Harbor View Hotel
3 service locations · Recurring housekeeping contract
- Open balance
- $2,750
- Quality score
- 4.6 / 5
Employee availability
- Olivia ReedAvailable
- Liam TurnerCertificate expires today
- Sofia MartinezTwo jobs at 1:00 PM
Finance alert
$18,700 in invoices past due across 3 customers.
Inventory warning
Neutral Floor Cleaner is below minimum stock in Albuquerque.
Quality check
1 completed job awaiting manager review.
Customers and Sales
Manage the entire customer relationship from inquiry to active contract.
Bring leads, contact people, service locations, proposals, agreements, communication history, and follow-up tasks into one consistent sales process.
- Lead capture and manual lead creation
- Customizable sales pipeline
- Customer and contact records
- Multiple service locations per customer
- Proposal preparation
- Contract records
- Follow-up tasks
- Communication history
- Opportunity value and expected close date
- Lost-deal reasons
New Lead
- Riverside Clinic
- Lakeside Offices
Qualified
- Clearstone Properties
Proposal Sent
- Harbor View Hotel
- Apex Retail Group
Contract
- Northside Offices
Harbor View Hotel — Recurring Housekeeping Support
Proposal Sent- Contact person
- Operations Coordinator
- Expected value
- $8,400 monthly
- Service location
- Harbor View Hotel — Main Building
- Next action
- Follow up on Thursday
Recent communication
- Proposal sent — 6 areas, nightly schedule
- Call summary — linen handling requirements
- Site visit notes — service lift access
Scheduling and Operations
Plan recurring and one-time work without losing control of teams or locations.
Create jobs, assign employees, identify conflicts, manage replacements, and track each cleaning assignment from planned to completed.
- Day, week, and month calendar
- One-time jobs
- Recurring cleaning schedules
- Employee and team assignment
- Branch filtering
- Conflict detection
- Replacement employee workflow
- Job status tracking
- Location instructions
- Map-style location overview
- Cancellation and rescheduling
- Operational notifications
Job status workflow
- Planned
- Confirmed
- Assigned
- In Progress
- Awaiting Review
- Completed
- Requires Rework
- Cancelled
| Job | Mon | Tue | Wed | Thu | Fri | Status |
|---|---|---|---|---|---|---|
| Northside Offices06:00 – 09:00 · Emma Carter | Scheduled on Mon | Scheduled on Tue | No visit on Wed | Scheduled on Thu | Scheduled on Fri | Confirmed |
| Harbor View Hotel09:30 – 13:00 · Team unconfirmed | Scheduled on Mon | Scheduled on Tue | Scheduled on Wed | Scheduled on Thu | Scheduled on Fri | Planned |
| Apex Retail Group13:00 – 16:00 · Sofia Martinez | No visit on Mon | Scheduled on Tue | Scheduled on Wed | No visit on Thu | Scheduled on Fri | Assigned |
| Clearstone Properties13:00 – 15:30 · Sofia Martinez | No visit on Mon | Scheduled on Tue | No visit on Wed | No visit on Thu | Scheduled on Fri | Conflict |
| Greenfield Medical Center17:30 – 20:00 · Liam Turner | Scheduled on Mon | Scheduled on Tue | Scheduled on Wed | Scheduled on Thu | Scheduled on Fri | Awaiting Review |
Scheduling conflict
Sofia Martinez is assigned to two locations at 1:00 PM.
Replacement suggestion
Olivia Reed is available and has the required commercial-cleaning skills.
Employees and Cleaners
Keep employee information, availability, working time, and responsibilities organized.
Give managers a complete operational view while limiting each employee's access to the information required for their role.
- Employee profiles
- Contact and employment details
- Branch and team assignment
- Skills and languages
- Availability
- Work documents
- Certificates and expiration dates
- Work schedules
- Planned and actual working time
- Overtime and absence records
- Pay rules
- Performance ratings
- Assigned equipment
Vertex Commercial supports operational pay calculations but should not be presented as a certified payroll or tax filing system.
Emma Carter
Senior Cleaner · Albuquerque branch
- Availability
- Monday – Friday
- Skills
- Commercial, Hospitality, Window Cleaning
- Current assignments
- 4 this week
- Quality score
- 4.8 / 5
- Assigned equipment
- Compact Floor Machine
- Pay model
- Hourly rate with job bonuses
Document reminder
Safety certificate expires in 45 days.
Supported payment models
Hourly rate
Pay calculated from recorded working time per shift.
Fixed shift rate
A defined amount for a full planned shift.
Payment per job
A fixed amount for each completed cleaning assignment.
Percentage of service value
A share of the invoiced value of the service.
Combined payment model
A base rate combined with per-job or percentage components.
Bonuses and adjustments
Quality bonuses, corrections, and one-time adjustments.
Quality Control
Turn service standards into repeatable, documented workflows.
Use configurable checklists, photos, inspections, customer feedback, and rework tracking to maintain consistent service quality across teams and locations.
- Service-specific checklists
- Location-specific instructions
- Required checklist items
- Before-and-after photos
- Employee comments
- Customer signature
- Manager inspection
- Quality rating
- Complaint linking
- Rework request
- Issue history
- Completion approval
Location checklist
- Floors cleanedDone
- High-touch surfaces disinfectedDone
- Waste removedDone
- Restrooms servicedDone
- Supplies replenishedDone
- Equipment storedDone
- Final inspection completedDone
Photo documentation
Inspector comment
Service completed according to the location checklist. One supply cabinet requires restocking before the next visit.
Operational Finance
Track payments, expenses, balances, and profitability from the same operational data.
Vertex Commercial is designed to provide financial visibility connected to customers, jobs, locations, employees, and supply usage without claiming to replace certified accounting software.
- Invoice records
- Payment tracking
- Partial payments
- Outstanding balances
- Recurring invoices
- Refund and adjustment records
- Expense categories
- Employee payment calculations
- Branch budgets
- Customer profitability
- Location profitability
- Service profitability
- Cash-flow overview
Revenue
$148,200
Recorded expenses
$96,450
Outstanding invoices
$18,700
Estimated operational margin
$51,750
Overdue accounts
| Customer | Overdue | Days |
|---|---|---|
| Harbor View Hotel | $2,750 | 34 |
| Apex Retail Group | $1,860 | 21 |
| Clearstone Properties | $940 | 12 |
Profitability by customer
Connected operational finance, not a replacement for professional accounting.
Vertex Commercial can organize invoices, payments, expenses, and profitability data while supporting future integration with external accounting systems.
Inventory and Warehouses
Know what your teams have, where it is stored, and what must be reordered.
Manage supplies across central warehouses, branches, vehicles, customer locations, and employee-issued stock.
- Current stock levels
- Minimum stock thresholds
- Units of measure
- Supplier records
- Purchase cost
- Batches
- Expiration dates
- Transfers
- Issuance to employees
- Returns
- Reservations
- Inventory counts
- Adjustments
- Service-related usage records
Supported storage types
Central warehouse
Main stock for the company or region.
Branch warehouse
Local stock managed by a branch team.
Vehicle stock
Supplies carried by a mobile cleaning team.
Customer-location stock
Materials stored on site at a customer location.
Employee-issued stock
Items issued to and returned by an individual employee.
| Item | Current | Minimum | Status |
|---|---|---|---|
| Neutral Floor Cleaner | 8 | 12 | Reorder |
| Microfiber Cloths | 140 | 80 | In Stock |
| Disposable Gloves | 22 boxes | 25 boxes | Low Stock |
| Glass Cleaner | 34 | 15 | In Stock |
| Trash Liners | 9 cases | 10 cases | Low Stock |
Recent stock movement
- 12 units transferred to Phoenix Branch
- 6 units issued to Emma Carter
- Inventory count completed for cleaning chemicals
Tools and Equipment
Track company assets throughout their operational life.
Maintain equipment records, assignments, condition, maintenance dates, warranties, repairs, and current location.
- Asset number
- Serial number
- Purchase date
- Purchase cost
- Warranty
- Current location
- Assigned employee
- Condition
- Repair history
- Maintenance schedule
- Manuals and documents
- Check-in and check-out history
Compact Floor Machine CF-210
In ServiceCondition: Good- Asset ID
- EQ-1048
- Location
- Albuquerque Branch
- Assigned to
- Emma Carter
- Purchased
- March 2025
- Last service
- July 12, 2026
- Open issue
- None
Maintenance timeline
- March 2025 — Purchased and registered as EQ-1048
- January 2026 — Brush assembly replaced
- July 12, 2026 — Scheduled service completed
- October 12, 2026 — Next service due
Customer and Employee Communication
Keep operational messages connected to the work they relate to.
Prepare service notifications, reminders, customer follow-ups, internal updates, and marketing campaigns from structured CRM information.
- Individual email messages
- Automated email notifications
- SMS notifications
- Job reminders
- Employee schedule updates
- Completion notifications
- Invoice reminders
- Feedback requests
- Customer segmentation
- Marketing campaigns
- Reusable templates
- Communication history
Available on selected plans. Provider setup and usage limits depend on the selected plan.
Templates
- Cleaning Visit Reminder
- Completion Notification
- Invoice Reminder
- Feedback Request
Configuration
- Channel
- Segment
- Recurring hospitality customers
- Scheduled
- Tomorrow, 08:00
Template variables
- {{contact_name}}
- {{location_name}}
- {{visit_date}}
- {{visit_time}}
- {{team_name}}
Message preview
Hello Jordan, this is a reminder that your scheduled cleaning service at Harbor View Hotel is planned for tomorrow at 9:30 AM. Your assigned team will receive the location instructions before arrival.
Reporting and Management Visibility
Turn operational activity into information managers can use.
Review performance across leads, jobs, employees, customers, locations, branches, inventory, payments, and service quality.
Sales
- New leads
- Conversion rate
- Pipeline value
- Manager performance
- Lost-deal reasons
Operations
- Scheduled jobs
- Completed jobs
- Delays
- Cancellations
- Rework
- Average job duration
Employees
- Workload
- Availability
- Overtime
- Absences
- Quality ratings
Finance
- Revenue
- Expenses
- Outstanding balances
- Customer profitability
- Branch profitability
Inventory
- Current value
- Low-stock items
- Usage trends
- Transfers
- Expiring supplies
Retention
- Active contracts
- Repeat customers
- Customer feedback
- Complaints
- Contract changes
Branch comparison — completed jobs
Customer profitability
Job completion rate
96.4%
1,235 of 1,281 planned jobs
Overdue balance
$18,700
3 customers past due
Supply usage
$11,240
Highest in hospitality contracts
One Connected Data Model
Update information once and use it across the organization.
A customer location can connect to contracts, cleaning schedules, assigned teams, checklists, invoices, payments, complaints, supplies, and profitability reports. This reduces duplicate entry and gives each department a more complete view.
Center record
Service Location
Customer
Account, contacts, and agreement history
Contract
Scope, service frequency, and pricing logic
Jobs
Recurring and one-time visits with statuses
Employees
Assignments, skills, and working time
Checklists
Service standards and required steps
Invoices
Billing records tied to delivered work
Payments
Received amounts and outstanding balances
Supplies
Materials used and replenishment needs
Equipment
Assets assigned to the location or team
Quality Reports
Inspections, ratings, and complaints
Build the Vertex Commercial configuration your operation actually needs.
Review available plans or complete the solution quiz to identify the modules, limits, and implementation approach that fit your company. Pricing is provided after reviewing your company structure and requirements.