The Front Door Website, The Back-Office Platform
— One Ecosystem.
We do not treat your website and your CRM as two tools. The Top 2 Bottom Pro Cleaners public site is the intake layer for a unified platform your clients, vendors and internal teams all work from. Request service on the site, watch it flow into a work order, dispatch to trade, sign off in portal, invoice, report.
Six Core Modules, One Unified Platform.
Pick one module or license the whole stack — every capability shares the same data model, same permissions and the same audit trail. No integrations. No double-keying. One truth.
Client Portal
Real-time work orders, invoices, documents and dashboards for every stakeholder — site manager to regional director.
Vendor Portal
Dispatch, accept, photo sign-off, compliance uploads — for our self-perform teams and every tier of the supply chain.
Work-Order Management
Intake → Triage → Dispatch → Assign → Sign-off → Invoice → Report — every step, one status, one workflow.
Portfolio Dashboards & BI
Site-level and portfolio KPIs, spend trends, SLA performance and boardroom-grade reporting — slice by any dimension.
Preventive Maintenance Scheduler
Asset-register-driven scheduling, service-history tracking and life-cycle forecasting — no missed statutory service.
CRM & Client Database
Every client interaction, site record, proposal and attachment — accessible to the client lead and the whole account team.
How It All Connects — Website to Work Order to Invoice.
Four connected layers, one continuous status. From the moment a visitor clicks “Request Service” to the day the invoice is reconciled — every action shares one record.
Public Website
Request Service / Contact form — every submission creates a lead and a pre-triage ticket with SLA clock running.
CRM & Ops Console
Triage, quote, approve, raise PO — commercial hand-off before the work-order becomes a live dispatch.
Work-Order Platform
Dispatch, trade sign-off, photos, materials used and cost-capture — real-time GPS-stamped evidence.
Client / Vendor Portals
Visibility, approvals, reporting and the golden thread of evidence the client can audit.
Where It Matters — Enterprise-Grade Security.
Built for regulated sectors and multi-site portfolios. Every access, every workflow and every report is engineered with data security, auditability and enterprise integration in mind.
Role-based access
Granular permissions for clients, vendors, site managers and admins — every user sees only their scope.
Audit-ready reporting & export
Every action logged, every report exportable to PDF, CSV and Excel with retained audit headers.
Client data security & encryption
Encryption at rest and in transit, regular penetration testing and geo-redundant backups.
SSO-ready architecture (roadmap)
Built to integrate with your enterprise identity provider — SAML 2.0 and OpenID Connect from day one.
Want to see the platform in action?
Book a walk-through — we'll run a real work-order from website intake to vendor sign-off, live, against a sandbox of your sector's typical workflows.