Phone quotes from the office
Office staff can quote over the phone from any computer, Mac or PC, at preflightcleaningpro.com/office. It signs in with the same email and password as the app and uses the same customers and rate sets. Graduated bands, tiers, minimums and travel all work the same way they do in the app.
Who can use it
Owners, admins, estimators and the Office role (Settings → Team). Techs can't.
Give a quote
- Search by name, address, phone number or email, or tap + New Customer (name, commercial or residential, address, contact, how they heard about you).
- Tap New Phone Quote.
- Add what they want cleaned:
- + Floors: the service and the caller's square footage (residential: by room or by sq ft).
- + Stairs: steps, and the width if they're wide.
- + Upholstery: the piece, how many, seats or feet each, and options like loose cushions.
- + Add-on and + Other.
- Tick any extra charges, and type the driving miles if you know them.
- Read the caller the range. It's every size and count they gave, give or take 10%, rounded to $5. The visit minimum still applies at the low end.
- Add the caller's name, a callback number and notes for the estimator, then Save to Customer.
Adjust it later: on the customer, tap Open & adjust on a phone quote (while it still only has phone-call sizes) to change it and Save Changes.
Already a customer? When you add a new customer, the page warns you if the name, address or phone number matches someone already in Preflight, with a link to open them instead.
The customer page also shows their photos, so you can see the building while you talk.
Copy for Email/Text copies a short summary with the range and a note that the price is confirmed on site.
What the estimator sees
The quote is saved as a draft estimate on the customer, marked Phone quote, showing the range, who took it and the notes. Its lines say Phone call size. On site, add the measured rooms as usual, then tap Remove Phone-Call Sizes; the price now comes from real measurements.
Change the range
Settings → Company Profile → Phone Quotes → Range, give or take (default 10%). Each quote can change it too.