Product Updates

We've made several updates to Allison based on feedback from cleaning business owners.

You can now issue credit card refunds without leaving Allison, connect your Quo phone number, and have more control over when cleaners can clock in.

We've also made a few smaller improvements to help your office team get through the day.

Here's what's new.

1. Connect Your Quo Number to Allison

A customer texts asking to move Thursday's cleaning from 9 AM to 2 PM.

You need to check the schedule, move the job, and respond to the customer. If you're using Quo for texting and another system for scheduling, that means switching back and forth.

Allison now integrates with Quo (formerly OpenPhone).

With the integration, you can:

• Connect your existing Quo account.

• Send and receive customer text messages directly in Allison.

• Keep using the business phone number your customers already know.

• View customer and job details while responding to messages.

Your office team can manage scheduling and customer conversations from the same place.

Interested in connecting Quo? Contact our team and we'll help you get started.

2. Issue Credit Card Refunds Without Leaving Allison

A customer needs a refund. You open their invoice in Allison, but you have to log into Stripe to send the money back.

Then you need to make sure the refund is reflected correctly in your records.

You can now issue credit card refunds directly through Allison.

Open the customer's invoice, select the payment, and issue the refund without switching to Stripe.

Allison also lets you record refunds made outside the platform. For example, if you refund a customer with cash or a check, you can still record it against their invoice.

This makes it easier to handle refunds and keep your payment records organized.

3. Credit Card Surcharging Is Rolling Out

Credit card processing fees can add up, especially when most of your customers pay by card.

We're introducing credit card surcharging in Allison, giving cleaning businesses the option to pass eligible processing fees along to customers where permitted.

You can configure your surcharge rate and related tax settings within Allison.

Surcharging has specific rules based on your location and the type of card being charged. We're rolling this feature out by request while we finalize the setup guidance.

Interested in enabling credit card surcharging? Reach out to our team to discuss availability and requirements for your business.

4. More Flexibility for Cleaner Clock-Ins

Here's a situation we've heard from cleaning business owners.

You have a commercial cleaning scheduled for 6 PM, but your cleaner arrives much earlier and needs to clock in.

Previously, Allison's arrival window settings could prevent cleaners from clocking in outside the window you had configured for customers.

Now, customer arrival windows and cleaner clock-in settings are separate.

You can:

• Set the arrival window communicated to customers.

• Control how early cleaners can clock in before a scheduled job.

• Configure when a clock-in should be flagged as late.

This gives your team more flexibility to record their time without changing the arrival window your customers see.

5. A Quick Reminder: PDF Invoices

We also recently added the ability to download invoices as PDFs.

Both your office team and your customers can download invoice copies for their records.

Customers can access PDF downloads from their invoices or payment receipts.

This is especially helpful for commercial customers who need invoice copies for their accounting teams.

Coming Soon to Allison

We're also working on several updates that cleaning business owners have been asking for.

Enhanced Money Reports

We're improving Allison's financial reports so you can get a clearer picture of your revenue and business performance.

Dedicated Timesheet Page

We're building a central place to review and manage cleaner time records. This should make it easier to check hours and handle time tracking without opening individual jobs.

Minimum Service Prices

Soon, you'll be able to set minimum prices for your services. This will help prevent quotes from falling below the amount you're willing to charge.

Improved Cleaner Availability Settings

We're making it easier for cleaners to set and update their availability, so your office team has a clearer picture of who's available to work.

We'll share more details as these features get closer to release.

Help Us Decide What Comes Next

Many of these updates came directly from conversations with cleaning business owners.

If you're considering Allison for your cleaning business, we'd be glad to show you how it works.