Building a quote

A quote is built the way you think about a job. Room by room. Task by task. How dirty it is. Start it yourself, describe the place in a paragraph with Quick Quote, or walk it with Magic Quote. All three land in the same builder.

The builder has three steps. You can jump between them. The numbers are a map, not a trap.

Choose how to start

Quotes → New quote opens on the choice. Three cards, one for each way in. A plan without Quick Quote or Magic Quote, or a company with AI turned off, shows those cards locked, with the reason, if you are the owner. Other people do not see them. When only one way is open, the page skips the question and starts the quote. It remembers the way you chose last time. A link can ask for one outright. Start walkthrough on the Walkthroughs tab opens here with Magic Quote already chosen.

• Build it yourself when you want room-by-room control.
• Quick Quote when you can describe the place. Type the rooms, square footage, condition, service, and how often, in ordinary words. Answer a few follow-ups, finish the required Room Check, and review the draft. Quick Quote is text only. It uses AI credits. It is on Starter, Pro, and Business. It is not on Free.
• Magic Quote when you are on site and photos, video, or voice notes will help. It uses AI credits. It is on Pro and Business.

All three use your own room and task library. The same pricing on the server supplies every task, minute, and price. The two AI routes have to pass the missing-room check before a quote can be made.

1 — How often?

The first question is how often you would clean this place. You can change it later.

• Just once
• Every week
• Every two weeks
• Once a month

The same step holds the customer, the quote date, the date the quote is good until, and the address. Start from a customer you already have, or add one here. A customer can have several addresses. The quote is for one of them. The address is where the access notes live: parking, the alarm code, the dog.

You can also arrive here already filled in. A quote request from your website, a Quick Quote description and its Room Check, or a Magic Quote walkthrough can all do that.

2 — Rooms

Rooms and tasks are on one step. The panel on the right is the running total, broken down by room. It updates as you work.

Add rooms from your library — Kitchen, Full Bathroom, Office — or name an area of your own. Each room carries:

• How many. Two matching half baths are one row with a quantity, not two rows.
• Size, from small to extra large. That changes the time.
• Condition, from light to extreme. That changes the time too.
• A fixed price, if you want one. Know a room is $45 no matter what the tasks add up to? Set it. The room is charged at that. Its time still counts toward the visit, because somebody still has to be in there.

Tasks on the room

Tick what applies. Each task shows its minutes. You can change the minutes for this quote without changing the library. Add a task, remove one, or move it up or down.

The extra fields sit under Advanced on a business quote, and under More on a home quote:

• Note for the customer appears on the quote they see.
• Note for your crew is internal. It appears on the printed work checklist. The customer never sees it.
• On a business quote, this is also where you set how often that task happens, and how the time is counted.

Start a business quote from a common job

On a business quote, Start from a common job offers four starting points. Picking one fills the rooms, the tasks, how often you come, how many visits a week, whether they pay by the month or by the visit, and the agreement. You can change any of it. If the quote already has rooms, the app asks before it replaces them.

• Office. Lobby, restrooms, and desks. Three times a week.
• Medical office. Waiting room, exam rooms, and restrooms. Weekdays.
• Shop. Sales floor, checkout, and restrooms. Weekdays.
• Move-out. A one-time deep clean after someone moves.

The rest of commercial quoting — square feet, a frequency on every task, and the agreement — is in Commercial cleaning mode.

3 — Send

The last step says the price in plain words. They pay an amount each visit, an amount a month, or an amount for this one visit.

Advanced holds the math: discount, fees, tax, the hourly rate, and, on a business quote, the agreement. Most people can skip it. Pricing a quote covers that screen.

Then you see the quote the way the customer will see it. One button sends it: Send quote. If there is an email address, that button emails the quote and marks it sent. On Pro and Business, if there is no email and the customer has agreed to texts, the same button texts it. Text instead is there on those plans when you want a text on purpose. You can also copy a private link or download a PDF. See Sending a quote.

Saying yes books the first visit

On Starter and above, when the customer says yes, the first visit goes on the calendar. On Free, the button says Yes, I accept, and no visit is booked. The page starts on tomorrow at 9:00. They can change the day and the time. Later visits follow how often the quote says. If that day is already taken, the yes still stands, and you pick another day. Saying yes again does not book the job a second time.

You can do the same from the office, or from the phone, when the customer says yes in person. See Online acceptance and signatures and Scheduling a visit.

Saving, and the numbers

The quote saves as you go. The header says so. Every total is worked out on the server, not in the browser. That is why the phone and the web app cannot disagree about a price. Neither of them is doing the arithmetic.