Estimating
The Estimates tab
The Estimates tab shows every estimate for every customer, grouped by where it stands. Search by customer or title, and tap any estimate to open it.
Open
- Customer Answers: accepted or declined online in the last two weeks, with who answered, the plan choice and any note.
- Phone Quotes — Need a Visit: quotes the office gave by phone. Measure on site to firm them up.
- Sent — Waiting: oldest first. Anything waiting more than a week turns orange, so follow up.
- Drafts.
- Expired: sent and past its good-until date with no answer. Open it and Save as a New Version to re-quote.
Won and Lost
Won lists accepted estimates with the total one-time work; Lost lists declined ones and the customers' notes.
Good-until dates
Every proposal prints Good until a date, and the online accept link closes after it. Set how long in Settings → Company Profile → Proposal Expiry (default 60 days). The date is set when a proposal is first sent; a new version gets a new date.
More in Estimating
Add a customerStart an estimateChoose rooms and what gets cleanedHow 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 officeMultiple 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)