Easy Organize AI
Easy Organize AI
Team rows, job cards, status colors, and drag-to-reschedule — the same screen you open after signup.
Whether you are starting alone or running several crews, Easy Organize replaces spreadsheets, group chats, and expensive generic field software.
Each capability below includes a concrete example from a typical US cleaning company.
01 · Schedule
Create jobs with client, address, service, price, and team. Drag between crews, set weekly or biweekly recurrence, skip holidays, and see conflicts before they happen.
02 · Clients
Store contacts, US addresses with map pins, gate codes, product preferences, and service history. Import a CSV when you leave Jobber or Excel.
03 · Quotes & invoices
Send quotes with tiers and a public approval link. Issue PDF invoices with Venmo, Zelle, Cash App, or PayPal instructions. Mark paid when money lands; overdue follow-ups run automatically.
04 · Field app
Operators see today’s jobs, start and finish visits, complete checklists, add before/after photos, and sync offline when signal drops. Push when you reassign a stop.
05 · Client hub
Clients sign in with a magic link — no password. They see upcoming appointments, invoices, and how to reach your office.
06 · Map, routes & dispatch
On Pro and Business: client map, route optimization for the day, dispatch board with team × time, and live GPS from the mobile app.
07 · Teams & finance
Build teams with roles, colors, and members. Track receivables, KPIs, and team pay (fixed, hourly, or percentage). Export when your accountant asks.
08 · Reviews & languages
Collect post-clean reviews (OnValuate on Business; add-on on other plans). Run the product in English, Portuguese, or Spanish with US date/time formats.
Four situations Easy Organize is built to handle without extra tools.
Monday morning
Import weekend inquiries, convert the approved quote into a cleaning, assign Team Main, and email the client a confirmation with the visit link.
Mid-week change
Drag Ana’s afternoon stops to Team Main, the field app gets a push, and the Client Hub still shows the same appointment time for the customer.
Friday billing
Filter unfinished invoices, send overdue follow-ups, mark Zelle payments as paid, and export the receivable list for your bookkeeper.
New hire
Create an operator user, they get a welcome email with a temporary password, install the app from the store, and see only their team’s jobs.
Three moves that replace sticky notes, WhatsApp threads, and scattered tools.
Load clients, book cleanings, assign teams, and set recurrence. The schedule is the source of truth for the office and the field.
Send estimates for approval, email reminders before visits, and invoices with your Venmo or Zelle details when the job is done.
Operators work from the phone app. You watch progress from the web dashboard — and customers can check appointments in the Client Hub.
Owners and crews can use the product in the language they prefer. Dates and times stay in clear US formats so nothing gets lost between office and field.
Ask for feedback after the clean, track scores by crew, and fix problems before they become cancellations.
Customer reviews powered by
OnValuate
30-day free trial — no card required to start. Upgrade when you need map, routes, and more capacity.
$34.90/mo
Recommended for growing crews
$69.90/mo
$99/mo
Save 20% with annual billing after you sign in. Reviews are included on Business and available as an add-on on Starter and Pro.
Schedule, invoice, and run crews from one calm workspace.
Start free trialField teams — get the mobile app
