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Solutions / Cleaning Company Client App

Cleaning company client app: one login, or just a link

Give clients their own restricted login to check their own projects, bookings, proof of clean and invoices, or skip the account altogether and send a public Project, Invoice or Quote link instead. No password, no chase calls, no explaining what happened on site.

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Xota Xota
Dashboard
Projects
Bookings
Invoices
A
Good afternoon, Amy
Signed off
58
Photos on file
174
Outstanding
2
Apr 15
General Clean
Riverside Offices
Signed off
Apr 16
Compliance Check
Riverside Annex
Active

A cleaning company client app is a client-facing view of your Xota account. It covers two things: a restricted-navigation login for clients who want an account, showing only that client's own projects, bookings, proof of clean and invoices with no Clients list and no Schedule, and public share links for clients who don't, giving them a Project, Invoice or Quote view from a single link with no sign-in at all.

One cleaning company client app, two ways in

Some clients want to log in and check whenever they like. Others just want the link you sent them to open. Xota covers both without you doing the work twice.

01 · CLIENT LOGIN

A cleaning company client app login that shows just their work

Set a contact's access to client role and they get their own sign-in with a restricted navigation. They see their own Projects, Bookings, proof of clean and Invoices. There is no Clients list, so they never see your other customers, and no Schedule, so your team's full rota stays yours.

  • Restricted navigation: Projects, Bookings, Invoices, nothing else
  • No Clients list and no Schedule visible to a client login
  • Access is set per contact, so it's the client's choice, not an all-or-nothing rollout
  • Works from a browser on desktop or phone
Xota Xota
Dashboard
Projects
Bookings
Invoices
A
Client view, restricted navigation
R
Riverside Offices
Own project only · 22 bookings on record
Active
R
Riverside Annex
Own project only · 14 bookings on record
Active
No Clients tab. No Schedule tab. Just what belongs to Amy.
02 · PUBLIC LINKS

No login? Send a public link instead

Not every client wants a password to remember. A Project, Invoice or Quote can each be shared as a single public link. The client opens it straight away on any device, no account, no sign-in, no lost password email. It's the same underlying data as the client portal, just without the login step.

  • Project view: proof of clean, photos and checklists for that site
  • Invoice view: line items, photos and total for a single invoice
  • Quote view: pricing and e-signature acceptance, no account needed
  • Paste the link into an email, text or WhatsApp message
Same proof of clean, same invoice, no password either way.
app.xota.co.uk/share/inv-2026w14 Copy link
Invoice
Quote
Project
Invoice 2026W14 Sent
Riverside Offices
Apr 15
General Clean · Riverside Offices
Taylor · 2h 30m
3 photos
£112.50
Apr 16
Compliance Check · Riverside Annex
Morgan · 1h 30m
2 photos
£67.50
2 items · VAT 20%
Net £150.00 + VAT £30.00
Total
£180.00
03 · PROOF OF CLEAN

Live proof of clean, either way in

Both the client login and the public Project link show the same proof of clean: the photos uploaded on site, the checklist for that visit and the time on site. It appears the moment a booking is signed off, so a client can check what happened without ringing the office.

Read what proof of clean actually captures →

General Clean Signed off
Riverside Offices
Date
Wed, Apr 15
Time on site
2h 30m
Team
Taylor
Checklist · 6 of 6
Reception and foyer
Washrooms restocked
Kitchen and bins
Proof of clean 3 photos · uploaded by Taylor, 11:43
Reception
Washroom
Kitchen
04 · INVOICES

Invoices clients can actually find

Outstanding, overdue and paid invoices are visible the moment a client logs in, or you can send the invoice view as a public link the day it's raised. Either way, the invoice carries the signed-off bookings and photos it was built from, so there's less back and forth about what's being billed.

See how invoicing works from bookings to invoice →

Xota Xota
Dashboard
Projects
Bookings
Invoices
A
2026W14
Invoiced 13 Apr 2026
Due 13 May
£180.00
2026W13
Invoiced 06 Apr 2026
Due 06 May
£204.00
2026W10 Overdue
Invoiced 16 Mar 2026
Due 15 Apr
£192.00

Set per contact

Turn a client login on for the contacts who want one. Everyone else just gets a link when there's something to see.

No password for a share link

Project, Invoice and Quote links open straight away. Nothing to remember, nothing to reset.

Read-only, always

Clients can't edit bookings, projects or prices from either surface. They see what you've done, not your admin tools.

The portal clients actually check

Own login, own view

A client login never shows your Clients list or your team's Schedule. Just their own work.

No account for a quick check

A Project, Invoice or Quote link opens in one tap, no sign-up form between the client and the answer.

Evidence beats a phone call

Photos, checklists and time on site are attached to every visit, on both the login and the public link.

Cleaning company client app FAQs

Straight answers on how the client login and the public share links work.

What is a cleaning company client app?

A cleaning company client app is a client-facing view of your Xota account. It covers two things: a restricted-navigation login for clients who want their own account, showing only that client's own projects, bookings, proof of clean and invoices, and public share links for clients who don't, giving them a Project, Invoice or Quote view they can open from a single link with no sign-in at all.

What is the difference between a client portal login and a public share link?

A client portal login is a client role account with a username and password. Once signed in, the client sees a restricted navigation with their own Projects, Bookings and Invoices, and nothing else, no Clients list and no Schedule. A public share link needs no account at all. You send a single URL for a Project, Invoice or Quote and the client opens it straight away on any device.

Can a client see proof of clean without logging in?

Yes. A public Project link shows the same proof of clean as the client portal, including photos uploaded on site, the checklist for that visit and time on site, without the client needing an account or a password.

Do I have to give every client a login?

No. Portal access is set per contact, so you can give a login to the clients who want to check in regularly and use public share links for everyone else. Both options show the same proof of clean, bookings and invoices.

Can clients view invoices and quotes without an account?

Yes. Invoices and quotes each have a public share link. The client opens the invoice view to see the line items and total, or the quote view to review pricing and accept with an e-signature, without creating an account or remembering a password.

What can a client not see in the portal?

A client-role login has a restricted navigation. There is no Clients list and no Schedule, so a client never sees your other customers, your team's full rota or bookings that belong to someone else. They only see their own projects, bookings, proof of clean and invoices.

Explore the rest of Xota
Client Portal
The product page behind this login
Cleaning Company Communication
Messages, notifications and shift emails
Cleaning Company Invoicing
From signed-off booking to invoice
Commercial Cleaning Software
Built for contract cleaning teams

Stop being the one who has to explain what happened on site

Give the clients who want a login their own restricted view, and send everyone else a link. 90-day free trial of everything. No credit card, cancel any time. See pricing for details.

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