CarpetBossPro Blog — Carpet Cleaning Software

Pet Odor, Stain Protector and Deodorizer: Tracking Add-Ons in Carpet Cleaning Software

Add-ons are where a carpet cleaning job either makes good money or quietly loses it. A pet odor treatment promised on the phone and forgotten in the house is a callback. A stain protector applied but never billed is free work. A deodorizer the customer did not ask for is an argument at the door. Tracking add-ons is a simple job for software, and it pays for itself fast.

Add-Ons Are Part of the Job Details

The main job details — rooms, size, carpet type, method and access — are covered in Rooms, Square Feet, Carpet Type and Method: The Job Details Carpet Cleaning Software Should Keep. Add-ons sit in the same checkbox list.

In CarpetBossPro the add-on checkboxes are Pet Odor Treatment, Stain Protector and Deodorizer, alongside the items like Upholstery, Area Rug, Mattress and Tile & Grout. Check the box when the customer says yes, and that add-on travels with the job from then on.

On the Estimate, Then on the Job

Many add-ons get sold before the van ever shows up. A caller mentions the dog; the office offers pet odor treatment for the back bedroom. A customer with new carpet asks about protecting it; the office adds stain protector to the living room and hallway.

When those add-ons go on the estimate, they come along when the customer approves it. The approved estimate becomes the scheduled job with the same details checked and the same line items priced. Nobody has to remember to copy them over.

It helps to be specific in the note next to the add-on. “Pet odor treatment — back bedroom by the window and the corner of the family room” is far more useful to the tech than just the checkbox.

On the Tech's Checklist, Only When It Belongs

The carpet cleaning checklist on the tech app includes steps for pet odor treatment and for stain protector or deodorizer — but those steps only appear when they are on the job. A tech doing a plain three-room cleaning does not see a pet odor step and wonder whether to skip it. A tech on a job with pet odor treatment sees it right there between spot treatment and cleaning.

That is the real protection. The add-on cannot be forgotten, because the checklist will not look finished until it is checked off. The office sees the completed checklist on the job and can tell the add-on was done. The full checklist is walked through in The Carpet Cleaning Checklist: From Walk-Through to Furniture Back on Blocks.

On the Invoice

Add-ons are line items on the invoice, priced from your own service list. Your prices are yours to set: a company might charge $25 a room for pet odor treatment, or a flat amount for stain protector on a whole house. Whatever you charge, the line item shows on the invoice the customer sees in the customer app, and the card on file can be charged when the tech taps Complete.

When the add-on is on the job from the start, the invoice matches the work. That is what stops the “I didn't ask for that” call and the “we forgot to bill for that” one.

Selling Add-Ons on Site

Some add-ons are sold in the house. During the walk-through the tech spots a spot that looks like pet urine, or the customer asks whether the sofa can be done too. The tech can talk it through with the customer and note it on the job so the office adds the line item before the invoice goes out, using the price from the service list.

Set expectations honestly. A tech should not promise that every odor or every stain will come out. The checklist has a place for stains that did not come out, and the note to the customer is the place to explain what was done and what to watch for.

Next Year, the Add-On Is Already There

Here is where tracking add-ons keeps paying. When this customer comes due for their yearly cleaning, the new job fills in from the last job at the house — including last year's add-ons. The office can ask, “Last time we did pet odor treatment in the back bedroom and stain protector downstairs. Same again?” That is a much easier conversation than starting from scratch, and it is how add-ons become a habit for your customers instead of a one-time sale. The mechanics are in Prefill From the Last Job: Why Repeat Carpet Customers Should Never Be Re-Typed.

To see how add-ons connect to estimates, the tech app and billing, return to the CarpetBossPro carpet cleaning software page.