Estimating
Choose rooms and what gets cleaned
Measure every surface on site — carpet and tile, all of it — so you can quote anything later. The estimate decides what's actually being cleaned.
Add rooms
- Under Floors, tap Choose Rooms… and check the rooms.
- Each room adds a line for each floor surface, using the sections you drew in Floor Surfaces: "Patron Waiting – Carpet", "Patron Waiting – Tile".
- Rooms set to repeat (hotel rooms × 40) multiply their square feet.
New estimates start with carpet only: rooms come in with carpet on and other surfaces measured but off.
Estimating: whole surfaces at once
At the top of Floors, the Estimating pills show every surface on the estimate — All Carpet · 4,210 sq ft, All Tile · 610 sq ft.
- Tap one to clean that surface in every room, or skip it everywhere.
- A half-filled pill ("3 of 5") means some rooms have it on.
- Rooms you add later follow these choices.
Room by room
Each room shows a pill for each surface, like Carpet · Hot Water Extraction · 270 sq ft.
- Tap to clean or skip that surface in this room. Skipped surfaces keep their edits and cost nothing.
- Press and hold to change the service (Clean With), add a second way of cleaning it, or edit it.
- Swipe a room to remove it.
- Add Floor Area by Hand for an area you didn't measure.
Edit a line
Tap a line to change its name, service, surface or square feet (Reset to measured brings back the measurement), residential per-room options, a note under the line, or to type in a price.
More in Estimating
Add a customerStart an estimateHow the price is worked outStairs, upholstery, add-ons and other chargesService plansRecommended plans: the traffic surveyThe proposalSend it and get it acceptedQuickBooks from an estimatePhone quotes from the officeThe Estimates tabMultiple locations and repeat cleaningsBuilding an estimate on the office web pageScheduling estimate visits and cleaningsRooms and scans on the office web pageFloor plans, blueprints and maps on the webResults — speed to proposal and close rateWalkthrough notesSearch, estimate and invoice numbers, and cleaning up old estimatesSales — leads, follow-ups and activityPayment info on fileKey pickup reminders and the crew's BRING listDiscounts and automatic customer discountsPreferred service timeSchedule future cleaningsAir duct and dryer vent cleaningThe customer map and Near MeFind a Time — the best times by driveFind and merge duplicate customersPO numbers, invoice fields and the Invoice SheetSame place, different customers (new owners, tenants, builders)