Estimating
Start an estimate
- Open the customer and tap New Estimate (under Estimates).
- At the top:
- Title — prints on the proposal ("Carpet Cleaning Proposal").
- Prepared for — the contact it's addressed to (the billing contact is picked for you).
- Rates — the customer's type, or switch to Residential or Commercial for this estimate. The Rate set line shows which prices are being used.
- Status — Draft, Sent, Accepted, Declined. Sending and online acceptance update it for you.
- Add what's being cleaned (see Choose rooms and what gets cleaned).
- Tap Save. The estimate shows on the customer screen with its total.
The total at the bottom updates with every change. Close asks before throwing away unsaved changes.
More in Estimating
Add a customerChoose 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 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)