🧽 Automation recipes for cleaners

Regular clients, regular invoices and regular payments, collected automatically.

Getting paid

Bill regular cleaning clients and collect by Direct Debit, hands-off

FreeAgent raises and emails each recurring invoice, and GoCardless collects it by Direct Debit, with automatic reconciliation available.

FreeAgent · GoCardless · 30–45 min

Getting paid

Collect Xero invoices automatically on the due date with GoCardless

Invoices carrying your 'Direct Debit' branding theme are collected automatically on their due date.

Xero · GoCardless · 30 min

New clients

Turn a website enquiry form into a client record automatically

Each new form response creates (or updates) the client record, ready for the first invoice.

Google Workspace · Zapier · Xero · Microsoft 365 · Power Automate · 30 min

Invoicing

Invoice regular cleaning clients automatically with Xero repeating invoices

Xero creates and emails each invoice on schedule without you touching it.

Xero · 20 min

Getting paid

Get an email the moment a client's Direct Debit fails

A failed GoCardless payment sends you an email straight away so you can contact the client.

GoCardless · Zapier · Google Workspace · Microsoft 365 · 20 min

Getting paid

Collect QuickBooks invoices by Direct Debit with GoCardless

Each QuickBooks invoice is collected on its due date, then marked paid and reconciled automatically.

QuickBooks Online · GoCardless · 30 min

One automation a week, for UK small businesses

A tested recipe for your trade, in plain English.

One tested automation a week. Unsubscribe any time. We only collect your email address. Privacy

Powered by Buttondown