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Building a quote

Web app2 min readUpdated

A quote is built in six steps — customer, property, rooms, tasks, pricing, review — adding rooms from your library and ticking the tasks that apply, with a running total that updates as you go.

Rooms, tasks and a running total — the six steps of the quote editor, at reading speed.

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A quote is built the way a cleaner thinks about a job: by room, by task, by condition. The editor walks through six numbered steps, and you can jump between them freely — the numbers are a map, not a wizard that traps you.

1 and 2 — Customer and property

The new quote screen, choosing a customer and property

Start from an existing customer or create one here. A customer can have several properties; the quote is for one of them, and the property is what carries the access notes, the parking situation, the alarm code and the note about the dog.

You can also arrive at this screen already filled in — from a quote request somebody sent through your website, or from a Magic Quote walkthrough.

3 — Rooms

The Rooms step of the quote editor, with buttons to add each room type and a running total panel on the right

Add rooms from your library — Kitchen, Full Bathroom, Office — or name an area of your own for the things no library anticipates ("Sunroom", "workshop", "boat"). Each room on the quote carries:

  • How many. Two identical half-bathrooms are one row with a quantity, not two rows.
  • Size, from small to extra large, as a multiplier on the time.
  • Condition, from light to extreme, likewise.
  • A fixed price, optionally. Know a room is $45 regardless of what the tasks add up to? Set it. The room is then charged at that, and its time still counts towards scheduling — because the cleaner is still going to be in there for forty-five minutes whatever the invoice says.

The panel on the right is the running total, broken down by room, and it updates as you work.

4 — Tasks

The Tasks step, showing tasks for the selected room with minutes and per-task notes

Pick a room and tick what applies. Each task shows its time from your library, and you can override the minutes for this quote without touching the library.

Every task has two note fields, and the difference between them is the point:

  • Note for the customer appears on the quote they see.
  • Note for your crew is internal, and appears on the printed work checklist — never on anything the customer reads.

5 — Pricing

Discounts, fees, tax, the hourly rate for this quote and — if your role allows it — an override of the final price. Pricing a quote covers all of it, including what is recorded when somebody overrides a total.

6 — Review

The Review step of the quote editor, showing the quote as the customer will see it

The last step is the quote as the customer will meet it. From here you mark it ready, publish the link, email or text it, or produce a PDF — see Sending a quote.

Saving, and the numbers

The quote saves as you go — the header says so — and every total is recalculated on the server, not in the browser. That is why the phone app and the web app can never disagree about a price: neither of them is doing the arithmetic.