Estimating
Key pickup reminders and the crew's BRING list
Keys
If a customer's entry method is Key pickup, booking a cleaning offers to also schedule key pickup the day before and key return the day after. Both go to the same crew at 9 am, for 15 minutes, team only (the customer isn't emailed).
You can also add one any time: customer → Key Reminder (app) or Key Pickup / Key Return (office page). The key tag and contact are copied into the notes.
Equipment for the crew (BRING)
On an estimate, Equipment for the Crew flags what isn't on the truck every day: extra hose (with feet), portable extractor, encap machine, ladder, stair tool, upholstery tool, tile tool, rotary machine, air movers, generator, cords, floor protection, signs and cones, spotters, wool-safe chemicals, plus a note.
It shows at the top of the job sheet as BRING. A customer can have Equipment This Site Always Needs, which fills in on every new estimate. Wool and woven condition charges add their equipment on their own.
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 fileDiscounts 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)