Busy Book Help Center

How can we help?

Short guides and videos that walk you through every step, in plain words.

Getting started

Set up Busy Book in the same order as your Get started checklist, with a short video for each step.

  1. 1 Use your Get started list Eight short steps that get Busy Book ready to take bookings, with a guide beside each one.
  2. 2 Add your business details Your business name, phone, email, address and time zone. Clients and partners see these on your booking page, invoices and every message.
  3. 3 Research your market Find out if your city is a good place to launch, who your competitors are, what to charge and what to pay your partners.
  4. 4 Add your prices Set what you charge, so your booking page and Irene quote one flat price for every home.
  5. 5 Add a cleaner (you count too) Clients can only book times when a cleaning partner is free. Add yourself or a partner, set their hours and invite them to the partner app.
  6. 6 Connect how you get paid Connect Square or Stripe so clients save a card when they book, then set your card and cancellation rules.
  7. 7 Connect Quo so Irene can text Irene texts your leads, clients and partners from your own Quo number, and their replies come back to her.
  8. 8 Pick your cleaners' job checklist Choose the steps your partners follow on every job: walk-throughs, photos, client sign-off and day-of check-ins.
  9. 9 Get your first booking Preview your booking page the way clients see it, then share the link or add it to your website.
  10. 10 Your first booking, start to finish What happens from the moment a client books to the moment you get paid, and where to see each part.

Day to day

Your Home and Today screens, your calendar, adding, moving and cancelling bookings, today's jobs, the texts and emails Busy Book sends, and Busy Book on your phone.

  1. 1 Find your way around Home Today's cleanings, what needs you, your numbers and what Irene did, all on one page.
  2. 2 Your Today screen Today's cleanings, what needs you and tomorrow at a glance, made for your phone.
  3. 3 Use your calendar See every cleaning by month, week or day, colored by where it stands or by who's on it.
  4. 4 See your bookings in Google Calendar Add your Busy Book bookings to Google Calendar, Apple Calendar or Outlook with one private link.
  5. 5 Add a booking yourself Book a client who called or texted you, with your flat price worked out for you. Repeat cleanings too.
  6. 6 Offer cleanings every 3 weeks Clients book every 3 weeks on your booking page, your website and with Irene, with its own repeat discount.
  7. 7 Show each extra for the right cleanings Pick the cleanings each extra goes with, so a move-out that already includes the oven never offers it.
  8. 8 Keep an extra just for your office Extras like exterior windows, by request only: hidden from clients, your website and Irene, and added by you.
  9. 9 Start new repeat clients with a deep clean A new client's first visit is a deep clean, priced as one, then their standard cleaning continues at its own price.
  10. 10 Have your repeat visits booked for you Busy Book books each repeat client's next visit, 2 days before it, and never a second one when you already booked it.
  11. 11 Find any booking Every booking in one list, sorted into upcoming, awaiting payment, past and cancelled.
  12. 12 Move, change or cancel a booking Move a cleaning to a new day, change its details, cancel it, or mark it done.
  13. 13 Book a free re-clean When a client asks you to come back and fix something, book a free return visit linked to the cleaning, with the partner you pick, paid your way.
  14. 14 Get back something you deleted Deleted bookings, clients, leads, unpaid invoices and places wait in the Trash for 30 days. Restore puts them right back.
  15. 15 See who changed what The Activity log shows every booking moved, price changed, refund given or client deleted, with the old and new values, who did it and when. Grow and Pro.
  16. 16 Raise prices and make bulk changes Raise every repeat client's price from a day you pick, move a partner's visits to someone else, or move or cancel a whole day. Grow and Pro.
  17. 17 Suggest times near jobs you already have When a new client books, Busy Book suggests the days a partner is already working nearby. Less driving, more cleanings a day. Grow and Pro.
  18. 18 Put each day in the best order One tap puts each partner's day in the order with the least driving. You see the minutes saved and every new time before anything changes. Grow and Pro.
  19. 19 Set how long each job holds by home size Busy Book works out how long a cleaning holds your partner's schedule from the bedrooms, bathrooms and size of the home. What clients pay stays the same.
  20. 20 Choose how clients pick a time: exact times, arrival windows or the day only Don't want to promise an exact start time? Give clients arrival windows like 8 to 11 AM, or let them pick the day and set the time yourself later.
  21. 21 Leave time between cleanings Busy Book leaves the time you pick between a partner's cleanings, and the drive when it's longer, so nobody is booked back to back across town.
  22. 22 Choose where you clean, with an optional trip fee List the ZIP codes you clean in. Clients outside them get a kind note and land on your Leads board. Outer ZIP codes can have a flat trip fee.
  23. 23 Move repeat visits off a day you close Close a holiday and Busy Book lists the repeat visits on it, moves them to the next open day or the day before, and can let each client know.
  24. 24 Follow today's jobs See where every partner is today, from the taps on their job screen, and spot the job that needs you.
  25. 25 Choose the texts and emails Busy Book sends Confirmations, reminders, review requests and job offers go out on their own. Pick which ones, and when.
  26. 26 Put your logo on client emails Your logo at the top of the emails your clients get, like confirmations, reminders, invoices and receipts.
  27. 27 Change the words of your texts and emails Make any automatic message to your clients sound like you, see a preview, or let Irene rewrite it in your voice.
  28. 28 Put Busy Book on your phone Add Busy Book to your home screen like an app, and turn on alerts so your phone buzzes when something needs you.
  29. 29 Your month in review and celebrations On the 1st of each month, Busy Book shows last month's wins in your own numbers, and it cheers your milestones.
  30. 30 Download a list as a spreadsheet Bookings, clients, invoices, payments, partners, leads and expenses, each as a file that opens in Excel or Google Sheets.
  31. 31 Print day sheets for your partners One page for each partner's day, in order, plus one page for the whole day.
  32. 32 Save your favorite filters Filter Bookings or Clients the way you like and save it with a name.
  33. 33 Try Busy Book with practice mode A practice client and practice cleanings that never send, charge or count.
  34. 34 Set when clients can change or book a cleaning How close to a cleaning clients can still move or cancel it themselves, an optional late move fee, and how far ahead they can book.
  35. 35 Use a waitlist for full times Clients join a waitlist when a time is full, and you hear who's waiting when it opens. Off until you turn it on. Grow and Pro.

Irene AI

Turn Irene on and pick her hours, read her conversations, teach her about your business, and let her answer your phone and website chat.

  1. 1 Use your own Twilio for texting Already use Twilio, or prefer it to Quo? Connect your own Twilio account and texts go out from your Twilio number.
  2. 2 Text from your GoHighLevel number Already text your clients from GoHighLevel? Irene can text from that same number, so clients never get texts from two numbers.
  3. 3 Let Irene set up your Busy Book Answer a few questions and Irene fills in your prices, extras, partners, job checklist and more. You look it over before anything saves.
  4. 4 Let Irene answer your texts Turn Irene on, choose what she handles and when, and test her before your clients do.
  5. 5 Let Irene quote from photos A client texts photos of their home and Irene picks the cleaning and your extras from what she sees, priced from your own price list.
  6. 6 Read Irene's conversations and jump in Every text Irene sends and gets, and how to answer someone yourself.
  7. 7 Teach Irene about your business Tell Irene the little things only you know, in your own words, and test how she answers.
  8. 8 Ask Irene about your business Tap a question like Who hasn't paid or This week's earnings, or type your own, and Irene looks it up in your own Busy Book.
  9. 9 Connect ChatGPT or Claude Ask the ChatGPT or Claude you already use about your business. It looks things up in your Busy Book but can't change, charge or message anything. Grow and Pro.
  10. 10 Let Irene answer your phone Irene answers calls, gives prices, books cleanings and saves every caller as a lead. Call minutes come with every plan.
  11. 11 Add Irene's chat to your website A chat bubble on your own website, where Irene answers questions and books visitors.
  12. 12 Let Irene pick the rental when a host texts A host with more than one rental texts about a cleaning, and Irene works out which rental they mean, or asks. It's off until you turn it on.

Card payments and invoices

Check card charges, fix or retry a declined card, refund a payment, send an invoice, remind clients about unpaid ones and mark one paid.

  1. 1 Check your card payments Every card charge in one place, and what to do when a card is declined.
  2. 2 Take a deposit when clients book Charge part of the price when a client books, for every cleaning or just the ones you pick, like move-outs.
  3. 3 Let clients pay in full with Apple Pay or Google Pay Clients can pay the whole cleaning when they book, with Apple Pay, Google Pay or a card, instead of saving a card for later.
  4. 4 Refund a card payment Give back all or part of a card payment through your own Square or Stripe, and your client gets a receipt from you.
  5. 5 Let clients pay by bank account (ACH) Clients pay from their checking or savings account through your own Stripe or Square, for a much smaller fee than a card.
  6. 6 Take Zelle, Venmo, Cash App and checks Show clients the other ways you take money, with your handle to copy, and mark the invoice paid when it arrives.
  7. 7 Give a client account credit Add credit to a client's account, or give a refund back as credit. It pays first on their next cleaning, before their card.
  8. 8 Number your invoices in order Give each new invoice the next number, like INV-1001, with your own start and number.
  9. 9 Answer a chargeback with your evidence pack When a client disputes a card payment, you hear right away on every plan. On Grow and Pro, Busy Book puts your proof in one PDF to upload to Square or Stripe.
  10. 10 Try a declined card again on its own When the charge after a cleaning is declined, Busy Book tries the card again in 3 days and 7 days, then tells you.
  11. 11 Send gentle reminders for unpaid invoices A friendly email and text 3, 7 and 14 days after a cleaning whose invoice still isn't paid. You pick which go out.
  12. 12 Add a late fee to unpaid invoices A flat late fee you set, added once to an invoice that stays unpaid. Grow and Pro.
  13. 13 Send an invoice and mark it paid Send your client the link to pay, or mark an invoice paid when they pay with cash or a bank transfer.
  14. 14 Send clients the right link Which link to send a lead or a client, and where to copy it: your booking link, the card link, the invoice link and their own page.
  15. 15 See who owes you, and how late Every client with an unpaid invoice, by 1 to 30, 31 to 60, 61 to 90 and over 90 days late, with a spreadsheet to download.

Money

See what you kept, set up your tax rates and see the tax you collected, let clients tip their partner, sell gift cards and offer memberships.

  1. 1 Charge by the hour Charge a kind of cleaning by the hour, if that's how you run your business. Clients see your rate and an estimate before they book, and the final price comes from your partners' Arrived and Done taps.
  2. 2 Charge more for same-day or next-day cleanings Add a flat amount or a percent when a client books a home cleaning for today or tomorrow. Clients see it before they book, and it's its own line on the invoice. Off until you turn it on.
  3. 3 See what you kept each month Your cleanings, minus partner pay, card fees and your own expenses, so you know what was really yours.
  4. 4 Let clients tip their partner Clients can add a tip after the cleaning, charged to the card they saved, and it goes to your partner.
  5. 5 Sell gift cards People buy a cleaning for someone they love, and the money goes straight to your Square or Stripe. Grow and Pro.
  6. 6 Set up tax rates for where and who you clean More than one tax rate: by ZIP code, for homes or commercial, or for one client or place. Until you add one, nothing changes.
  7. 7 Make a client tax exempt Schools, churches and nonprofits often pay no sales tax. Keep their certificate on file, privately.
  8. 8 See the tax you collected Your tax by month or quarter, by rate and by tax line, with a file for your accountant.
  9. 9 Add your GST/HST number (Canada) Your registration number on every invoice, receipt and bid, and GST and PST as two lines.
  10. 10 Offer cleaning memberships A set number of cleanings a month for one monthly price, charged automatically. Steady money every month. Grow and Pro.
  11. 11 Track your expenses and receipts Add what you spend with a category and a photo of the receipt, see the year by category, and download it for your accountant.
  12. 12 Import your invoices into QuickBooks or Xero Download your invoices laid out the way QuickBooks Online or Xero reads an invoice file, so nobody types them in again.
  13. 13 Download your year-end packet One download with everything your accountant asks for: money, tax collected, expenses by category, partner pay and 1099s, tips and card payments.

Your clients

Find and add your clients, bring them over, send photo reports, make coupons, get more reviews and referrals, and keep them coming back.

  1. 1 Find and add your clients Everyone who booked or asked for a quote, with their bookings, their prices and how to reach them.
  2. 2 Offer Spanish to your clients Clients pick English or Español, and your booking page, their links and your texts and emails show in their language.
  3. 3 Give your clients their own portal One link where a host, an office manager or a builder sees their schedule, photo reports, invoices and bids, and asks you for extra work. Fewer texts to you.
  4. 4 Keep a home profile for each home Pets, the alarm, where the key is, parking, what they love, products to use and avoid, and pictures of how they like things. Your partner sees it on the day of the cleaning.
  5. 5 Keep track of client keys A key log for every key you keep: who has it, when it went out and when it came back. Keys out shows every key with a partner right now.
  6. 6 Never send a partner to a client Pick partners who must never be offered or given a client's jobs. Every job offer, every regular-first offer and every suggestion leaves them out.
  7. 7 Keep files for a client Contracts, tax-exempt forms and floor plans, saved with the client or one of their places. Private: only you can open them.
  8. 8 Block a client from booking Stop a client from booking online or with Irene. They hear kindly that you'll reach out, and only you see why.
  9. 9 Pause a repeat client while they're away A vacation hold: their repeat visits are skipped until the day you pick, then start again by themselves.
  10. 10 Turn off messages for one client Stop cleaning reminders, review asks or marketing for just one client. Receipts and booking updates always go.
  11. 11 Let clients pick text or email Clients choose text and email, text only or email only for their reminders and updates, right on their portal.
  12. 12 Merge duplicate clients The same person on your list twice? Put them together: everything moves to the one you keep, and the other is removed.
  13. 13 Answer a client's privacy request A client asks what you have on them, or asks you to erase it? Download everything about them in one file, or forget them. Their money records stay.
  14. 14 See what a client said yes to, and who saw their door codes Each client's page shows their texts, calls, marketing emails, photo reports and review sharing, and, for you, who saw how to get into their home.
  15. 15 Get a heads-up on risky first bookings A note just for you when a new client's big or prepaid first booking has details that don't fit. Busy Book never stops the booking.
  16. 16 Label clients with tags Your own labels for clients, like VIP, Pays late or Realtor referral. Filter your client list by them, email only the clients with one, and see them at a glance everywhere.
  17. 17 Add your own fields and booking-form questions Your own fields on clients and bookings, like Gate color or Number of floors, and your own questions on your booking form, like Any pets? or How did you hear about us?
  18. 18 Bring your clients over Move your client list from Jobber, BookingKoala, ZenMaid or a spreadsheet in a few minutes.
  19. 19 Bring over saved cards from Stripe Coming from BookingKoala or another tool that kept clients' cards in your own Stripe account? Bring the cards over. Nothing is charged.
  20. 20 Bring over repeat schedules Switching tools? Your repeat clients keep their day, time, price and partner, with their next visits on your calendar.
  21. 21 Make a coupon A code clients type when they book, for a percent or a dollar amount off. Grow and Pro.
  22. 22 Give $25, get $25 client referrals Every client gets their own code to share. Their friend saves on the first cleaning, and they save on their next one. Grow and Pro.
  23. 23 Get reviews from your clients The day after each cleaning, clients get a link to rate it. You choose which reviews show on your website.
  24. 24 Reply to reviews, and how verified reviews work Write one public reply to any review. See which reviews are verified, and ask Busy Book to remove one that breaks a fair rule.
  25. 25 Choose which reviews show on your website Show every review of 3 stars and up, 4 stars and up, or only the ones you pick. Every client is still asked, and still gets your Google and Thumbtack links.
  26. 26 Offer extras before the cleaning About 3 days before, clients get a link to add extras like inside the fridge, at your prices. Grow and Pro.
  27. 27 Sync an Airbnb host's calendar Every guest checkout becomes a turnover cleaning on its own, from Airbnb, VRBO or Booking.com.
  28. 28 Get same-day turnovers done first When the next guest checks in the day another checks out, the turnover is flagged with the check-in time, goes to your partners first, and you hear if nobody has it.
  29. 29 Add a client's places For a host with several rentals or a company with several sites: each place gets its own address, door code, size, on-site contact and regular partners.
  30. 30 Send a photo report after every job After each job, your client gets the before and after photos, room by room, and the checklist, sent for you or after you look it over and add your notes. A host also gets damage ready for an Airbnb claim, missing items and more. Grow and Pro.
  31. 31 Set up each rental's inventory and restock list Set once what partners count and restock at a rental. Missing items show in the host's report, and low supplies land on one restock list with a shopping list for every rental. Grow and Pro.
  32. 32 Charge for late checkouts, last-minute changes and same-day turnovers Your partners log how long they waited for a late checkout. Choose to bill it in flat blocks, add a late-change fee with one tap, and have the same-day fee added for you. All of it starts off.
  33. 33 Track linens and laundry for each rental Set the linen sets each rental needs. Partners say what went to the laundry and what's stained or missing, and the laundry list shows what every day needs.
  34. 34 Pay partners a set amount for each turnover Give each rental its own flat pay, so partners earn the same for every turnover there instead of a share of the price. It starts off.
  35. 35 Schedule rental inspections A partner walks a rental on a schedule, counts the lists and sends the host a photo report. Each visit books itself 2 days ahead.
  36. 36 Clients to check in with Repeat clients who've gone quiet, so you can reach out before they slip away. Grow and Pro.
  37. 37 Send your clients a birthday wish Save a client's birthday, the month and day only, and send a warm wish on the day. Off until you turn it on. Grow and Pro.
  38. 38 Tell everyone when a guest leaves early When a guest leaves a rental early, the partner on the turnover and you hear it can start sooner. Off until you turn it on.
  39. 39 Book mid-stay cleanings for long stays A cleaning during a guest's long stay, at your own mid-stay price. Off until you turn it on.

Offices, commercial and post-construction

Add your own services priced by the square foot, take quote requests with photos and plans, set up company clients and their sites, book site walks, price bids with the bid calculator and send them for your clients to sign online, see which sites run over budget, keep your insurance certificate on file, and inspect each site with a score and photos.

  1. 1 Keep a supplies list for each site Keep the supplies at each office or building with how many to fill up to. Partners tick what's running low, and you see what to bring or reorder.
  2. 2 Add your own services Office cleaning, a post-construction final clean, floor care: your own services next to Standard, Deep, Move and Airbnb, each priced your way.
  3. 3 Get quote requests Your Get a quote form asks about the work, the place, the size and the dates, takes photos or plans, and lands each request on your Leads board.
  4. 4 Set up company clients and their sites A property manager, a builder or an office: the company name, the billing contact who gets the invoices, and each site with its size and on-site contact.
  5. 5 Set up site walks Pick the times you can walk a site, and Irene books them for anyone asking about office, commercial or post-construction work. Grow and Pro.
  6. 6 Send a bid your client signs online Build your price from your own services, add optional items and phases, and send it as a link your client signs on their phone. Every plan.
  7. 7 Keep your insurance certificate on file Upload your certificate of insurance once, and every bid offers it as a download. We remind you before it runs out.
  8. 8 Inspect a site and score it A quick score with photos on each walk-through of a client's site. See if it's going up or down, send the client a copy, and put anything low on the next job. Grow and Pro.
  9. 9 Turn an accepted bid into jobs When a client accepts a bid by phase, each phase becomes its own job with the total they signed for. Pick the dates now or later. Every plan.
  10. 10 Check the site is ready the day before The builder's site contact gets a text the day before each phase: is the site ready? And when your crew gets there and it isn't, a re-trip fee goes on the next invoice. Both start off.
  11. 11 Send a change order Extra work the builder asks for, with a photo and a flat price. The superintendent signs on their phone, and it goes on the next invoice. Grow and Pro.
  12. 12 Keep a punch list for each phase The builder's touch-up items for each phase, each with a photo and where it is, marked fixed with a photo after. They sign off when it's done. Grow and Pro.
  13. 13 Take a deposit when a bid is signed A percent or a set amount, due when they sign. It's on the bid they sign, its invoice goes out right away, and it comes off their next invoices. Off until you turn it on.
  14. 14 Track retainage and send statements The 5 to 10% a builder holds back stays out of what's owed now until you release it. Statements show what's 30, 60 and 90 days late. Grow and Pro.
  15. 15 Keep your documents in one place Your COI, W-9, workers' comp, bonds and safety cards together, with a reminder before each runs out, and one link that sends them all to a builder. Every plan.
  16. 16 Win office and janitorial accounts with your sales pipeline Every commercial account you're going after in one place: the site walk, your bid, what it's worth each month, your follow-up, and won or lost. Grow and Pro.
  17. 17 Track builder bids in the pipeline Every job a builder invites you to bid on: the walkthrough, when the bid is due, your follow-up, and won or lost, with the people you deal with there. Grow and Pro.
  18. 18 Send a service agreement for a monthly contract Put a monthly contract in writing: the term, when it renews and a yearly price increase. They sign it online, and you hear before it renews. Grow and Pro.
  19. 19 Answer certificate of insurance requests Clients ask for a certificate naming them from their client portal. You get their details ready to forward to your insurance agent. Grow and Pro.
  20. 20 Clean a site on chosen days each week Monday, Wednesday and Friday nights from 9 PM to 1 AM, or any days you pick, with the same partner or team. Every plan.
  21. 21 Bill a monthly contract price One flat price a month for the visits you agreed on, one invoice on the billing day, and extra work as its own line. Grow and Pro.
  22. 22 Give company clients Net 15 to Net 60 Invoice company clients and builders when the job is done, due in 15, 30, 45 or 60 days, with gentle reminders. Never charged to a card. Grow and Pro.
  23. 23 Bill a property manager's turnovers monthly Every finished turnover for a client with several rentals goes on one invoice a month, each its own line. Grow and Pro.
  24. 24 Add a batch of production homes for a builder A builder's floor plans with your price for each clean, then a whole batch of homes at once: paste the lots, check every job and its price, and make them all in one tap. Pro.
  25. 25 Bill a builder once a week Every home finished that week goes on one invoice, one line each with the lot, floor plan, clean, price and PO number. Pro.
  26. 26 Price a bid with the bid calculator Square feet and how fast your partners clean give the hours. Your labor cost and your margin or markup give a flat price for each visit or each phase. Your client only ever sees the price. Grow and Pro.
  27. 27 See which sites run over budget Each site's budgeted hours next to the real ones from your partners' I've arrived and Done taps, and about what each visit earns. Grow and Pro.

Your partners

Find new partners, give them a login and the app, see what they see, know they got to the job, and pay them, bonuses included.

  1. 1 Keep your partners safe: the safety button and I'm OK Every partner has a safety button in their app that calls 911 or alerts you with the job's address and where their phone is. You can also ask for a quick I'm OK on late-night and first-time jobs.
  2. 2 Know your partners got to the job, and hear about late starts See how far each partner was from the address when they tapped I've arrived, and get one alert when a job hasn't started, with one tap to give it to someone else.
  3. 3 Emergency contacts and a backup for safety alerts Each partner's emergency contact shows on every safety alert with a Call button, and one or two backup people get the same alerts at the same moment you do.
  4. 4 Find new cleaning partners Share your application link, post your job ad, and move each person from applied to ready to clean.
  5. 5 Phone chats with people who apply Applicants pick a phone chat time, and on Grow and Pro, Irene can book or move it by text.
  6. 6 Manage your partners' logins Send each partner a link to make their own login, and help them if they get stuck.
  7. 7 What your partners see in the app Their jobs today, open jobs to take, their schedule, their pay and their settings, in English or Spanish.
  8. 8 Make your own cleaning checklists Show your partners exactly what to clean, room by room, for each kind of cleaning. They tick each task on the job, with a photo when you ask for one, and you see what was done.
  9. 9 Use a job checklist for each kind of cleaning Offices, post-construction and Airbnb rentals each get their own job checklist, picked from the job. Nobody asks an empty office to sign, and a rental gets a detailed double-check.
  10. 10 The partner app in Spanish Partners can use the Busy Book app and get their job offers in Spanish with one tap.
  11. 11 Help your partners install the Busy Book app Your partners put Busy Book on their home screen in a few taps, and turn on alerts so their phone buzzes for new jobs.
  12. 12 Pay your partners Busy Book adds up what you owe each partner as jobs are done. You pay them your way and mark it paid.
  13. 13 See each partner's pay with the pay report Every finished job for the dates you pick, with when your partner arrived and finished and their pay, plus totals and a file to download.
  14. 14 Choose how you pay your partners Pay a percent of each job, a flat amount for each job, or by the hour. Give anyone their own pay, and choose what your partners see about it.
  15. 15 Make your teams For businesses with employees: put your team members on fixed teams with a team lead. Jobs go to a team.
  16. 16 Build your weekly schedule Set each team member's shifts, publish the week, and answer time off. Clients book the times your team works.
  17. 17 How the time clock works For businesses with employees: team members clock in and out in their app, and team leads approve their hours.
  18. 18 Approve hours and run payroll Check your team's hours and overtime, give the final OK, and download the payroll file for your payroll company.
  19. 19 Overtime and the minimum wage for team members paid per job For businesses with team members on payroll: Busy Book figures the overtime premium on job pay the way federal law does, and tells you when pay comes out under the minimum wage.
  20. 20 State rules for team members: breaks, double time and sick time For businesses with team members on payroll: break reminders and missed-break flags, your state's daily overtime and double time, and paid sick time that builds from clocked hours. All off until you turn them on.
  21. 21 Tips and the overtime premium for the 2026 tax forms Year-end totals for everyone you pay, with tips and the overtime premium in their own columns, ready for your payroll company or tax pro.
  22. 22 Give your partners a bonus Thank partners for 5-star reviews automatically, or give a bonus by hand on any job. Always your choice. Grow and Pro.
  23. 23 Put more than one partner on a job Big homes, move-outs and tight Airbnb turnovers can take two or three partners, each with their own flat pay.
  24. 24 Let a partner go and keep their records When someone stops working with you, Let them go turns off their login, takes them off the jobs ahead and keeps every record of their work. You can bring them back any time.
  25. 25 Send your partners an announcement One note to all your partners, or a few of them, like a supply change or a holiday schedule. It stays at the top of their app until they tap Got it, and you see who has.
  26. 26 Show your words in Spanish to your partners Partners who use the app in Spanish read your announcements, messages, job and home notes and your checklist tasks in Spanish, with the original one tap away. Their messages to you show in English. Off until you turn it on.
  27. 27 Message a partner One private thread with each partner, in Busy Book for you and in their app for them. Text and photos, who wrote each one and when, and the job it is about. It starts off, so you turn it on when you want it.
  28. 28 Bring your partners and prices over Upload a spreadsheet of partners or prices, check every row, then bring them in.
  29. 29 See what your partner sees A read-only look at a partner's Today and Schedule, just as their app shows it.
  30. 30 Collect W-9s and get ready for 1099s Partners fill in and sign their W-9 in the app, with their tax ID number kept private, and Busy Book shows who needs a 1099-NEC each year and whose W-9 is missing.
  31. 31 Get reminders before partners' documents run out Busy Book tells you ahead of time when a partner's insurance or ID runs out, and can ask them to upload the new one in their app.
  32. 32 Have partners sign agreements and policies Every partner reads and signs your contractor agreement and your policies in their app, and signs again when you change the words.
  33. 33 Keep incident reports and your OSHA log Breakage, injuries and close calls, with photos and the job they happened on, and for a team on payroll, the OSHA 300 log and 300A summary from the same reports.
  34. 34 Chat with partners in groups Make group chats, like Everyone or your Dallas partners, next to announcements and one-to-one messages. It starts off, so you turn it on when you want it.
  35. 35 Give partners skills Tick what each partner is good at, and the partners whose skills fit a cleaning are suggested when you put someone on it.
  36. 36 See partner scorecards On-time arrivals, dropped jobs, re-cleans, stars, cleanings and hours for each partner, on their page and side by side.
  37. 37 Pick backup partners for a home On a client's home profile, the regulars first and then backups in order, suggested when a regular is off or can't make it.
  38. 38 Build a training library Add lessons with a video link or a file and a short note. Partners tap Done in their app, and you see who finished what.
  39. 39 Keep track of equipment Your vacuums, steam cleaners, ladders and closet keys: who has each one, check out and return, and a reminder before upkeep is due.
  40. 40 Share safety data sheets with partners Upload the SDS for each cleaning product you use, and partners open it in their app on any job, with the job's own site first.
  41. 41 Find partners near you Independent cleaners who want more work make a free profile. On Grow and Pro you search by city, see what they do and when, reveal a cleaner's contact info and invite them to apply.
  42. 42 See drive time and mileage, and pay for it The miles and drive time between each partner's jobs, day by day, on your pay report and year-end totals, and pay for each mile or each drive minute if you like. Off until you turn it on.
  43. 43 Holiday pay for team members For businesses with team members on payroll: pick your paid holidays and pay a day off at their regular rate, or time and a half for time worked on the holiday. Off until you turn it on.
  44. 44 Live location during jobs for team members For team members on your payroll (W-2) only: where each one is every few minutes from I've arrived to I'm done, with a live dot and a trail on your Day map. They read a notice first. Off until you turn it on.
  45. 45 Keep coaching notes and write-ups Private notes on each partner: praise, coaching or a written warning, with the day and who wrote it. Show one in their app if you like, and see when they tap I saw this.
  46. 46 Get reminders for state reports A heads-up to send your state's report on each new team member, with its deadline and page, and California's DE 542 when a contractor partner reaches $600 in a year. Off until you turn it on.
  47. 47 Keep your partners independent: the 1099 heads-ups For contractor partners: one short line next to settings that can look like control of how they work, with the IRS's own rules. They never stop you, and they're off until you turn them on.

Marketing

Get clients, Marketing 101, your Leads board, follow-ups, email campaigns, your results and where your leads come from.

  1. 1 Send quotes instead of showing prices Price every home yourself: clients ask for a quote, get a thank-you email and text, and you send each quote as a link they accept online.
  2. 2 Get more clients One page with every way to get clients: leads waiting on you, your best ideas with the money they could bring, a checklist that ticks itself, and a spot in Busy Book Pros.
  3. 3 Add a Book button to Google and Facebook Put your booking page on your Google Business Profile and your Facebook page, so people who find you there can book right away.
  4. 4 Get listed on Busy Book Pros Your free listing in Busy Book Pros: a 7-step checklist, what homeowners see, and how your listing stays up.
  5. 5 Start with Marketing 101 Never done marketing before? A plain-words read on leads, answering fast, your first clients and your first Facebook ad.
  6. 6 See where to charge more A map of the ZIP codes in your area, colored from Value to Premium, with the neighborhoods and suggested flat prices in each one.
  7. 7 Work your Leads board Everyone who asked about a cleaning, from the first hello to a happy client.
  8. 8 Turn on follow-ups Friendly check-in texts from Irene when a lead goes quiet, and emails that bring clients back.
  9. 9 Send an email campaign One email to a group of your clients or leads, now or on a day you pick. Grow and Pro.
  10. 10 Email Canadian clients with consent (CASL) In Canada, campaigns go only to clients who said yes or whose consent is still good. Busy Book keeps track for you.
  11. 11 See what your marketing brings in Where your leads come from, which ones book, what each booking cost you, and what a client is worth. Grow and Pro.
  12. 12 Bring in leads from Facebook ads Connect your Facebook and Instagram lead ads once, and every lead lands on your Leads board.
  13. 13 Bring in leads from Google Ads lead forms Paste your link and key into your Google Ads lead form once, and every lead lands on your Leads board.
  14. 14 Bring in leads from Google Local Services Ads Connect your Local Services Ads with Google sign-in, and every new lead lands on your Leads board with its messages and calls.
  15. 15 Bring in leads from Bark Connect Bark once through Zapier, and every lead you buy on Bark lands on your Leads board.
  16. 16 Bring in leads from Yelp Connect Yelp once through Zapier, and every new Yelp lead lands on your Leads board.
  17. 17 Let Irene answer in Yelp Irene answers your Yelp messages right in the Yelp thread, with your prices, through three Zaps you make once.
  18. 18 Add your Google tag or Facebook pixel See who visits your Busy Book website, and let your Facebook and Google ads learn who sends a note and who books.
  19. 19 Offer slow-day discounts A discount on the weekdays or dates you pick, shown on your booking page before clients book. Off until you turn it on. Grow and Pro.

Referral outreach

Reach apartment communities, property managers, Airbnb hosts and real estate agents with letters, flyers and calls, and a page where they ask for your info.

  1. 1 Reach property managers, hosts and agents Letters, flyers and calls to the businesses that can send you steady work, and a page where they ask for your info.
  2. 2 Send emails after a yes Up to four short emails to each business that asks for your info, stopping the moment they reply.

Website and connections

Make your website, use your own domain for your website and your emails, make your booking form yours and put it on your own website, plus your terms and your connections.

  1. 1 Make your website A real website for your business, with your prices, booking form and Irene's chat built in.
  2. 2 Use your own domain Show your Busy Book website at your own address, like www.sparkleclean.com, with the secure lock.
  3. 3 Send email from your own domain Your client emails come from your own address, like [email protected], and replies land in your inbox. On Grow and Pro.
  4. 4 Add an announcement bar Put a short line across the top of your website, like a holiday special or new hours.
  5. 5 Get quote requests with a business look Website looks made for commercial, small office, post-construction and Airbnb cleaning, with a quote form built in.
  6. 6 Add a pop-up to collect leads A friendly pop-up that asks visitors once for their name and email, so you can follow up and email them later.
  7. 7 Make your booking form look like you Pick your color, your corners and a photo, and it changes everywhere your booking form shows.
  8. 8 Add booking to your own website A Book Now button or the whole booking form on the website you already have.
  9. 9 Add your terms and privacy policy Clients see your terms and privacy policy from your booking form and website. Start from our template, paste your own, or link to yours.
  10. 10 Send bookings and changes to another app Send new bookings, moves, cancels and more to GoHighLevel, a Google Sheet or another tool, through Zapier or Make. Grow and Pro.
  11. 11 Connect Thumbtack Connect once and every Thumbtack lead lands on your Leads board on its own.

Launch Bootcamp and budget

Jazmine's Launch Bootcamp inside Busy Book, your launch budget, and the companies we recommend for insurance, a business phone and banking.

  1. 1 Take the Launch Bootcamp Jazmine's 24 daily lessons inside Busy Book. Every step opens the page you need, so you learn it and set it up at the same time.
  2. 2 Plan your launch budget Add up what it costs to open your doors, line by line, before you spend a dime.
  3. 3 Find business resources The companies we recommend for business insurance, a business phone number, a business bank account and more, on one page.

Reports

Your business numbers month by month, what's already booked ahead, how your business is doing over time, and Irene's texts and calls.

  1. 1 Read your reports Your money, bookings, partners, clients and extras over time, plus Irene's texts and calls.
  2. 2 See your business numbers Your money, repeat clients, leads and partners month by month, and what's already booked for the next 30, 60 and 90 days.
  3. 3 See where your money comes from Your money by kind of cleaning, ZIP code and where clients came from, and profit for each client. Grow and Pro.
  4. 4 Set your goals for the week, month and year Goals for what you keep, cleanings booked and new clients, every week, every month or for the year, with your progress on Home. Grow and Pro.
  5. 5 Get your numbers by email Your numbers every Monday or on the 1st, to you and your bookkeeper or manager. Off until you turn it on. Grow and Pro.
  6. 6 See profit by job Each cleaning with its price, partner pay, card fees and its own costs, so you see which jobs leave you the most. Grow and Pro.
  7. 7 See your office team results For you and each team login: bookings made, quotes sent, and leads answered and won. Grow and Pro.

Your plan and settings

Irene's monthly conversations, pausing your plan, referring another owner, downloading your data and more settings.

  1. 1 Irene's monthly conversations Your plan includes a number of Irene conversations each month. Here is how to see them and add more.
  2. 2 Pause your plan Take a break for 1 to 3 months and pick up right where you left off.
  3. 3 When Busy Book is paused No plan running? Everything waits, saved, until you add a card and pick a plan.
  4. 4 Close your account Cancelling never deletes anything. To close your account for good and delete your data, just ask us.
  5. 5 Add a code to your plan Joined the Launch Bootcamp after you signed up, or got a code from us? Add it to the plan you already have.
  6. 6 Refer another owner Share your link with another cleaning business owner and get a free month when they start their plan.
  7. 7 Earn money sharing Busy Book Apply to the Busy Book Affiliate Program and earn a share of what the owners you bring pay. Results vary.
  8. 8 Download all your data Your clients are yours. Download everything as spreadsheets, any time, on every plan.
  9. 9 Add your office team Give your office admin, VA or manager their own login, with switches for what they see. Every change shows their name.
  10. 10 Turn on two-step login Ask for a code after your password, from an authenticator app or by email, so a password alone is never enough.
  11. 11 Set login rules for your team Sign team logins out after a while without use, and ask every team login for a code after the password. Both start off.
  12. 12 Log in, reset your password and sign out Log in with your email, get back in with a code when you forget your password, and sign out on a shared computer.
  13. 13 Keep your account safe See where you're signed in, sign out everywhere else in one tap, change your password, and know what our security emails mean.
  14. 14 Pick how you run your business Just me, contractor partners, or a team on payroll. Your menus and the words on your screens follow your pick.
  15. 15 More settings Let Irene call leads who ask for a call, let clients change their cleanings, pick how soon clients can book, and paying an invoice in parts.

Getting help

Ask us a question, report a problem, or share an idea for Busy Book.

  1. 1 Get help or share an idea Send us a ticket when you're stuck, post an idea and vote, and read our messages to you.
  2. 2 Ask your coach Ask how to run your cleaning business and get answers from Jazmine's CEO Cleaning Academy teaching.

Still stuck?

Tell us what you're trying to do and we'll walk you through it.

Contact us