Computers and Client Security

Your computer serves as the central hub for your cleaning business and your Key collection provides access to your clients’ homes. Both require professional security practices to protect your clients and your business reputation.

You do not need to be a tech expert or security specialist to keep your business secure. You need a few basic practices, some free tools, and consistent habits to protect your business information, your clients’ personal data, and their home security.

What You’ll Learn

  • Why computer and physical security matter for your cleaning business
  • How to keep your computer and data protected with simple practices
  • How to store client information and alarm codes securely using free tools
  • How to manage physical keys professionally
  • Why your security practices can help you win more clients
  • How to protect yourself from ransomware and other digital threats
  • Privacy standards that build long-term client relationships
  • Whether paper records work better than digital systems for your business

Why This Matters for Your Business

You might think that nobody would bother hacking a small cleaning business or stealing client keys. The reality is different. Hackers use automated programs that scan thousands of computers looking for easy targets. Thieves break into cars and steal bags. If your systems are not protected, you create risks for both your clients and your business.

Think about what you might store and carry:

  • Client names, home addresses, and phone numbers
  • Alarm codes and instructions for entering their homes
  • Physical keys that open their doors
  • Payment information, invoices, and bank account details
  • Your complete schedule showing when each home will be empty

If all of that information disappeared tomorrow because your computer crashed or your keys were stolen, could you keep working? If someone got access to your client list and their personal information, what would happen to your reputation? One careless security mistake can destroy the trust you have built and eliminate referral opportunities.

Keep Your Computer Updated

The most important security practice costs nothing and takes almost no effort once you set it up. Software companies constantly find security problems in their products. When they discover these problems, they release updates that fix them. If you do not install these updates, you are leaving your computer vulnerable to known threats that could have been prevented.

  • Turn on automatic updates for your computer and phone
  • Restart your devices at least once a week (many updates need a restart to complete)
  • Install updates promptly when you get notifications instead of clicking “remind me later”

This one habit will protect you from most security threats you will ever face. Hackers look for computers that are not updated because they know exactly how to break into them.

Passwords That Actually Protect You

You need strong passwords for your important accounts because weak passwords create real problems. If someone gets access to your email account, they can reset the passwords for almost every other account you have. They can pretend to be you when they contact your clients. They can access your banking information. One weak password can let a hacker into your entire business.

Create passwords that work:

  • Use at least 12 characters with uppercase, lowercase, numbers, and symbols
  • Create different passwords for important accounts (email, banking, client management)
  • Lock your computer screen every time you walk away (Windows: Windows + L, Mac: Control + Command + Q)
  • Consider using a password manager like Bitwarden (free) to store them securely

Password managers solve the problem of remembering complex passwords. You remember one master password and the program remembers everything else, creating and filling in strong passwords automatically.

Phone Security.

A quite note on your phone too. Always make sure it has some kind of password, passcode or facial passcode setup on it. Most people do these days. But always make sure you use it. All phones have the ability to auto-lock themselves when they haven’t been used for a while. Its annoying but set this time to be quite short.

And always know where your phone is. Phones often get stolen in cafes and public places when you turn around for literally just a few seconds. You’ve no doubt seen the YouTube videos of people confronting phone thieves in coffee shops! Don’t let it happen to you.

Storing Client Information Securely

Your clients trust you with personal details about their lives. They tell you where they live, when they will be home, how to get into their property, and sometimes where they keep valuable items.

You should never store sensitive client information in a regular unsecure document on your computer. If someone steals your phone or your computer gets hacked, they would have immediate access to everything.

Using Standard Notes for Client Information

StandardNotes.com is a free online service that lets you keep encrypted notes online. This means that even if someone steals your phone or computer, they cannot read your notes without your password. You can access Standard Notes from any computer or phone by logging into your account, so your information is always available when you need it.

This system is easy to use. You install the Standard Notes app on your phone and access the site with your browser on your computer. When you add a new client, you create a note with their information. If your phone gets stolen, you log into Standard Notes from another device and click a button that logs out all devices. This prevents anyone from accessing your client information even if they have your phone.

Here is an example of how you might store a client’s information:

Client: Sarah Mitchell
Client Number: 3
Address: 15 Maple Avenue, Unit 4
Phone: 647-555-0123
Second Phone: 416-555-2847
Email: sarah.mitchell@email.com
Schedule: Thursdays, 1:00-3:30 PM
Entry: Key for side entrance
Special notes: Two cats (keep bedroom doors closed), avoid scented products

Alarm Code Trick: Dont ever write down alarm codes and list them as such. Instead you need to enter the alarm as some kind of code. In this example, Sarah does not actually have a second phone number. The last four digits of that second number (2847) are her alarm code. Only you would know this system.

If someone did somehow access your notes, they would see what looks like a second phone number rather than an obvious alarm code. This gives you an extra layer of security for sensitive information like alarm codes.

Key Codes: We also never want to put identifying details on any client keys that we have. Instead we can use simple numbering. In the above client notes we listed this client as number 3 – which should match a number on the physical key for their house (either written on with a permanent marker, paint, nail varnish, or on a key fob). This way if the worst happens and we lose a key we know it cant be linked to a specific address.

Your Security is a Marketing Tool

Many people are increasingly concerned about their personal information being secure, especially when they are inviting someone into their homes on a regular basis. Your competitors probably store client information in their phone’s contact list or in a notebook that could easily be lost.

When you talk to potential clients about your business, you can tell them that all their personal information is kept in an encrypted format and is protected even if your phone or computer is lost or stolen. This tells clients that you are professional and that you take their privacy seriously.

Key Storage and Transport

In your home office store all client keys in a locked box or small safe that remains at your home. Each morning, take only the keys needed for that day’s scheduled work. Each evening, return all keys to the secure storage location.

Some cleaners attach their daily keys to their car keyring so all keys stay together and are less likely to be lost. You can also attach an Apple AirTag or similar tracking device to your key collection so you can locate them if they go missing.

If you follow these rules then your life is a cleaner will be a lot more relaxed. If your car is broken into or your bag is stolen, nothing should affect client security. A thief might get numbered keys, but they should never be able to connect those keys to any specific addresses.

If a Key Goes Missing

Contact the client immediately and be direct: “I cannot locate your house key. I have searched thoroughly, but I wanted you to know right away.” Let them know that there are no address markings on the key and its impossible for anyone to know what it unlocks. You might also offer to pay for rekeying the locks.

This transparency maintains trust even in difficult situations. Clients understand that mistakes happen, but they need to know you will handle them professionally and honestly.

Privacy Standards That Build Trust

Your security practices extend beyond physical keys and digital storage. Professional privacy standards distinguish you from careless competitors and build long-term client loyalty.

Never discuss or share:

  • Which homes you clean or where clients live
  • Details about their homes, possessions, or access arrangements
  • When clients are away or their schedules
  • Anything you see or hear while cleaning their homes

These privacy standards apply to everyone: friends, family, other clients, and casual acquaintances. If someone asks about your clients or your work, keep your answer vague: “I have several clients in different neighborhoods, but I keep everyone’s information private.” You could even jokingly say, “I never kiss and tell!”

Clients notice when you refuse to gossip about others because they know you will extend the same courtesy to them. It’s also an important marketing tactic in the beginning when you don’t have many (or any) clients.

Client: Do you have many clients, or any in this area?
You: I’m sorry – but I don’t talk about any of my other clients.

This solves the problem of having no clients. In any other business its important to always be honest. But in this business being honest means not telling. Perfect!

Avoiding Ransomware and Other Threats

Ransomware is malicious software that locks all the files on your computer and demands payment to unlock them. The criminals typically demand hundreds or thousands of dollars. Many victims pay but never get their files back. This type of attack can destroy your business if you are not careful.

Most people get ransomware by opening email attachments from people they don’t know or by clicking links in suspicious messages. Sometimes they download software from websites that are not legitimate. You can avoid almost all of these threats by following simple rules:

  • Never open email attachments from people you do not know.
  • Do not click on links or attachments in emails that seem urgent or unusual.
  • If you do receive an email from a company that you use – an internet company or bank for example – always go to your browser and type in their address separately. Its easier to click on the link in the email but that’s how they get you.
  • Only download software from official websites and app stores.
  • If something about an email feels wrong or suspicious, trust that feeling and delete it.

Your computer comes with basic security features built in. Windows computers have Windows Security (which used to be called Windows Defender) and Mac computers have a similar application. These built-in tools work well and you do not need to buy expensive antivirus software. You just need to make sure these features are turned on, and allowed tp update themselves regularly.

If you keep your computer updated, use the built-in security features, and avoid clicking on suspicious links or attachments, you will avoid almost all security threats you might encounter.

Paper Records Work Too

If you prefer working old-school with paper, you can easily run your business using notebooks. A well-organized notebook or planner cannot be hacked, cannot get ransomware, and will never crash. Many successful cleaning businesses still use paper systems and wall calendars for scheduling and client information.

But really the best solution would be to do both. Use paper for 90% of your work life but keep client details in an online format like the StandardNotes.com we mentioned earlier.

The Hybrid system offers many benefits but the main one is security against theft:

Security against Burglary: If you get burgled and someone steals the keys, they will still only have a set of keys with numbers on them. Address and number codes are all securely online. The burglar will not know what the keys give them access to.

Security against Car Theft: If you just have all your notes, addresses and schedule in your paper notebook and you lose it, or your car gets stolen or broken into, then that’s your entire cleaning business disappearing down the road.

Key Takeaways

  • Your computer contains sensitive client information and your keys provide physical access to their home. Both require professional security practices
  • Keeping your computer and phone updated is the single most effective security practice.
  • Strong passwords protect your important accounts, and password managers make them easy to use.
  • Standard Notes provides free encrypted storage for client information, alarm codes, and access details
  • Use coded entries like fake phone numbers to hide alarm codes even in encrypted notes
  • Never attach identifying information to physical keys—use a numbered system that connects to your Standard Notes records
  • Store all keys in a locked container at home and carry only what you need for each day
  • Consider attaching keys to your car keyring or using AirTags to prevent loss
  • If a key goes missing, contact the client immediately, explain honestly, and offer to pay for rekeying
  • Never discuss client information, homes, schedules, or anything you see while cleaning
  • Telling clients that their information is kept in an encrypted format helps with marketing.
  • Ransomware and other threats are avoided primarily by not clicking suspicious links or opening unknown email attachments
  • Paper records work well for daily operations but should be combined with encrypted digital storage for sensitive information

Next Chapter – Market Research