Estimating
The proposal
The proposal reads like a scope of work, not an invoice.
What's in it
- Your letterhead, the date, and who it's prepared for.
- The opening paragraph.
- Scope of Work — each service, what you do, and the areas it covers, plus room notes marked Customer.
- Investment — each line, extra charges, travel, the minimum line if you use one, and the total.
- Maintenance Plan, if there is one.
- The floor plan of the rooms being cleaned.
- The photos you chose.
- How to Prepare, Not Included, Terms.
- Acceptance — signature, printed name, date.
- A footer on every page: "Prepared for … by … — confidential".
Choices on each estimate (Proposal section)
- Each line shows — price only (the default), or square feet × average rate.
- Include the floor plan and Square footage on plans — turn square footage off to keep your measurements from being passed to a competitor.
- Photos — tap to choose; room photos come first.
- Opening paragraph, How to prepare, Not included — change them for this estimate only.
Your pricing math and the band breakdown never print.
Tap Preview & Send Proposal to see it.
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 surveySend 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)