Estimating
Send it and get it accepted
From Preview & Send Proposal:
- Email — opens Mail to the contact with the PDF attached and an accept link in the message. Sending marks the estimate Sent.
- Copy Accept Link — paste it into a text message or your own email.
- Share PDF — Messages, AirDrop, Files, or print.
- ⋯ → Mark as Sent if you sent it some other way.
What the customer sees
The accept link opens a page with your logo, the prices, the maintenance plan, your terms and the full PDF. They choose the one-time cleaning with or without the plan, enter their name, add a note if they like, check that they've reviewed it, and tap Accept or Decline.
The estimate updates right away: Accepted online by Jane Smith · with the service plan, with their note. Links stay open for 60 days.
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 proposalQuickBooks 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)