A client portal for cleaning companies, with no login to forget

A cleaning business talks to its customers more often than almost any other trade. The same house, every week or every other week, for years. That volume of small interactions is either handled by your phone or handled by the customer, and a client portal is how you move most of it to the second column without the relationship feeling colder.

What the Claver client portal is

It is a private page for one customer, reached through a secure link rather than a login. The client taps the link in a text or an email and lands on their own view: next appointment, past jobs, quotes, invoices, and a pay button. No password to set, no account to create, no reset email six months later.

That matters more in cleaning than anywhere else. A homeowner on a biweekly plan touches your portal 26 times a year, and each visit is a chance for a forgotten password to become a phone call. Magic-link access removes the category.

Why cleaning needs a portal more than most trades

A plumber sees a customer twice in five years. A cleaning company sees the same client 26 or 52 times a year, and each visit carries small logistics: a skip for a vacation, an add-on oven clean, a new gate code, an expired card. Handle those by phone and your office manager does scheduling triage all morning. Handle them in a portal and most never reach a person.

The four questions a cleaning office answers over and over are when is my next clean, can you resend that invoice, can we move Thursday, and did my payment go through. All four are portal questions. Deflecting them makes sure the calls you do take are the ones that need you.

How skips and reschedules work

This is the part most portals get wrong, and it is worth being precise about. In Claver, a client can submit a pause or cancel request from the portal, and that request routes to an owner approval queue with a retention prompt. It does not silently cancel the visit.

The difference is the whole feature. A one-tap cancel button hands your recurring revenue to whoever is having a busy week, and you find the hole in the schedule on Tuesday morning. A request queue means the client feels heard immediately, you see it in time to fill the slot or offer an alternative, and the retention prompt gives you a shot at saving the account before it lapses. When a visit is skipped, the skip-visit workflow logs the reason code and the customer is auto-notified, so the skip lands in your reports rather than in someone's memory.

Set your terms in advance and the conversation gets easier. Claver supports a cancellation policy the customer acknowledges at booking, and late-cancellation fees that charge the card on file when someone cancels inside your window. Plenty of cleaning companies choose not to enable that, and having the option is still better than not.

Payment, tips, and recurring plans

Clients pay invoices from the portal by card or ACH through your own Stripe account, so the money reaches you directly rather than sitting in a platform balance. Multiple cards on file are supported with a default chosen at checkout, which handles the client paying personal cleans on one card and a rental on another.

Tip collection on the payment screen is on Starter, and it is worth turning on. Cleaning is one of the few trades where tipping is a normal customer instinct, and a client who wants to tip your cleaner will usually do it if the button is there and will rarely go find cash if it is not. On the Crew plan at $39/mo, recurring auto-tips let a client set a default percentage applied to every visit, so they decide once instead of every two weeks.

For the recurring plan itself, Claver runs Plans that bill themselves on the anniversary date through Stripe Billing. New clients can self-sign-up straight into a recurring plan with the first job scheduled and no owner touch. If you want the client to be able to update their own card and manage the subscription directly, that is the customer billing portal, which starts on Crew at $39/mo rather than Starter. Work out what your recurring price should be with the cleaning pricing calculator.

Keys, gate codes, and access notes

Access details do not belong in a text thread, which is where most cleaning companies keep them. Claver stores them in a property and access profile on the address: gate codes, lockbox details, pet alerts, and hazard flags, surfaced on the cleaner's job view before arrival. Change the code once and every future visit has it, including the cleaner covering next Tuesday who has never been to that house.

For a new client, the embeddable onboarding form collects property details, pets, the gate code, and a card on file before the first visit, which you can put on your own website. That is the difference between a first clean that starts on time and one that starts with a phone call from a driveway.

Clients with several addresses are handled too: Claver tracks multiple service locations per customer, so a property manager or a client with a house and a rental keeps separate job histories under one billing relationship.

What's included, and on which plan

Everything below is verified against the current plan lineup. Starter is $19/mo for 2 users, Crew is $39/mo for 8, Business is $79/mo for 20, all flat with no per-seat fees.

The Spanish line is worth calling out for cleaning specifically. The portal, the booking widget, and the automated text notifications all run in Spanish when a customer prefers it, set per customer, while your team's app stays in English. Several platforms charge a premium for multi-language customer surfaces.

What the portal does not do

Three honest limits, so you are not surprised after you sign up.

• It is not a public booking marketplace. Claver has online booking with live pricing for new customers, but the portal is a private page for an existing client, not a storefront with a directory of providers.
• Clients do not reschedule themselves onto your calendar unsupervised. A pause or cancel is a request into your approval queue. That is deliberate, and most cleaning owners want it that way, but if you were hoping for full self-service rebooking, it is not that.
• Self-serve card updates start on Crew. On Starter the client pays invoices and tips fine, but managing their own stored card and subscription is the customer billing portal at $39/mo.

If you are still comparing platforms, our best cleaning business software guide puts Claver next to BookingKoala, Jobber, and the rest on price and fit. For how the recurring side is set up, see Claver for cleaning.

Put the portal in front of your clients this week

Starter is $19/mo flat and the portal is on it, so this is not a feature you grow into. Import your customer list, turn on notification preferences, and send the first link. $1 for 14 days, then $19/mo.