Quoting
First clean price
Web and mobile3 min readUpdated
Price the first clean on the quote itself: add a set amount or a percent, and tick tasks done only on the first visit. The customer sees both prices, and booking charges the first-visit price once, then the regular price.
A first clean is usually bigger than the ones that follow. On a recurring quote you can charge more for it, and add tasks done only that once, without building a second quote. The customer sees the first clean price and the regular price on the same quote.
Turn it on
On the quote's Send step, find the First clean card and tick Price the first clean separately. Anyone who can edit quotes can do this, on any plan.
Then choose the Extra for the first clean:
- No extra, only first-visit tasks: the first visit costs the regular price plus any tasks marked First visit only.
- Add a set amount: enter the Extra amount.
- Add a percent of a regular visit: enter the Extra percent.
The card shows the result, such as "First clean $240.00, then $150.00 per visit". If both prices are the same, it says so: add an extra or mark some tasks for the first visit.
Tasks for the first visit only
On the Rooms step, tick First visit only on tasks done just once, such as baseboards or inside the cabinets. Those tasks are left out of the regular visit's price, time and checklist, and are done and charged on the first visit.
The Show first visit task option switch at the top of the Rooms step adds the First visit only tick to each task and turns on the first clean price on the Send step, with no extra. Turning the switch off clears the first clean price and every tick.
When it is not available
A first clean price works on recurring quotes priced per visit. The card explains what to change when the quote:
- is a one-time clean: answer How often? with a repeating schedule. A one-time clean has no regular visits after it.
- offers frequency choices: turn them off.
- is sent as a price range.
- has a total override: remove it.
- has every task marked First visit only: the regular visit needs at least one task.
- has no price for the regular visit.
What the customer sees
The customer's quote page and PDF show the first clean and the regular visits, each with its own price. There is nothing to choose: accepting the quote accepts both.
Booking
When you book the schedule, the first visit uses the first clean price and tasks, and every visit after it uses the regular price and tasks. Moving or canceling the first visit does not move its price onto the next one. Each visit gets its own checklist.
Older quotes
Quotes made before this change may show First-clean alternatives, built from separate quotes. They are read-only, with the note "This quote has first-clean alternatives made from separate quotes. Turning on the first clean price replaces them." Quotes the customer already accepted keep what they agreed to. The Routine visits price is now called Regular visits.
A first clean price set on a square-foot quote was carried over to this card.
See also Building a quote, Hourly and area pricing defaults and Recurring schedules.
On the native app
Open the quote's pricing screen to find the First clean card, then select Save first clean price. Tick First visit only on tasks in each room. The same permissions and server checks apply.
See also Building a quote and Recurring schedules.