Preflight Cleaning Pro · Help
Estimating

Find a Time — the best times by drive

Office web page → Schedule → Find a Time, and the Find a Time box at the bottom of every appointment.

How to use it on a call

  1. Type the caller's address (on an appointment it's filled in) and how long the job takes.
  2. Tap Find the Best Times. You get up to two weeks of open times, best first.
  3. Each line says who's free, how close it is to a job already booked ("0.6 mi from Smith Home (9:00 AM)") and how much driving it adds ("+4 min driving"). Open day means nobody is booked that day yet.
  4. On an appointment, tap Use — the date, time and tech fill in. Check it, then Schedule It.

How "best" is worked out

Set it up once (owner or admin)

Settings → Online Booking & Scheduling: office hours for each day, time between jobs, the shop address (Put It on the Map), and who can be booked (techs, supervisors and Field Techs by default).

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 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 and merge duplicate customersPO numbers, invoice fields and the Invoice SheetSame place, different customers (new owners, tenants, builders)