Preflight Cleaning Pro · Help
Estimating

Rooms and scans on the office web page

Open a customer and the Scans, Floor Plans & Blueprints folder. Click a room's name to open it, or + Add Room to type one in.

What you see

Reshape the floor

Click Reshape Floor:

The area follows the new shape. The scanned number is kept as measured, the same as reshaping in the app.

Floors with divider lines (where carpet meets tile, say) reshape here too. The lines stay put; an end that's a little short of the new wall still reaches it (within about 16 inches), and each surface region follows its section, with its area recalculated. If a corner move leaves a region with no section, a warning names it — Undo or move the corner back and it returns.

Change the measurements

Click Save Room. The app and the web floor plans show the change right away.

Rooms scanned before floor outlines were saved are drawn straight from the scan file (walls, doors, windows); Reshape Floor starts from the scan's floor. If a room says it hasn't uploaded yet, open the app on the phone that scanned it with a good connection and let the blue uploading bar finish.

Delete removes the room; estimates already made keep their lines.

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 cleaningsFloor 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)