Estimating
Results — speed to proposal and close rate
On the office web page, click Results at the top. Owners, admins, estimators and office staff can see it.
The four numbers
- Time to proposal — the middle (median) time from the estimate visit to sending the proposal. The visit is the estimate-visit appointment, or the first scan at that customer, or when the estimate was started.
- Sent the same day — the share of proposals that went out the same day as the visit (and within 24 hours).
- Close rate — accepted ÷ sent.
- Never sent — estimates started in the period that never went out (not counting today's).
Pick Last 30 days, 90 days, 12 months or All time at the top.
Close rate by how fast the proposal went out
Each bar is the close rate for proposals sent under 4 hours, 4–24 hours, 1–3 days, and over 3 days after the visit. Hover a bar for the count. For most companies the fast ones close far more often — this is the number to watch.
Not sent yet
Estimates started in the last 60 days that never went out, newest first. Click one to finish and send it.
Before Preflight
Owners and admins can type how many days a proposal used to take and your old close rate. The tiles then show before next to today's numbers.
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 webWalkthrough 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)