Estimating
Walkthrough notes
Jot down what you notice on a walkthrough — access, condition, what the customer asked about, who you met — and it stays with that walkthrough.
While scanning
Tap Note (bottom right of the scanner) any time. The note is tied to this walkthrough — the rooms you're scanning now.
Any time after
On the customer page, Walkthrough Notes → Add Walkthrough Note. Pick which walkthrough it belongs to, or This visit (no scan) for a visit without scanning. Tap a note to edit or delete it.
On the office web page
The customer page has the same Walkthrough Notes section: notes from the app show there grouped by walkthrough, and you can add or edit notes from the computer.
Notes are for your team — estimators, office, owners and admins add them; techs can read them. They never go on the proposal.
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 webResults — speed to proposal and close rateSearch, 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)