Offices, commercial and post-construction
Add your own services priced by the square foot, take quote requests with photos and plans, set up company clients and their sites, book site walks, send bids your clients sign online, keep your insurance certificate on file, and inspect each site with a score and photos.
- 1 Add your own services Office cleaning, a post-construction final clean, floor care: your own services next to Standard, Deep, Move and Airbnb, each priced your way. Video 0:47
- 2 Get quote requests Your Get a quote form asks about the work, the place, the size and the dates, takes photos or plans, and lands each request on your Leads board. Video 0:54
- 3 Set up company clients and their sites A property manager, a builder or an office: the company name, the billing contact who gets the invoices, and each site with its size and on-site contact. Video 1:10
- 4 Set up site walks Pick the times you can walk a site, and Irene books them for anyone asking about office, commercial or post-construction work. Grow and Pro. Video 0:54
- 5 Send a bid your client signs online Build your price from your own services, add optional items and phases, and send it as a link your client signs on their phone. Every plan.
- 6 Keep your insurance certificate on file Upload your certificate of insurance once, and every bid offers it as a download. We remind you before it runs out.
- 7 Inspect a site and score it A quick score with photos on each walk-through of a client's site. See if it's going up or down, send the client a copy, and put anything low on the next job. Grow and Pro.
- 8 Turn an accepted bid into jobs When a client accepts a bid by phase, each phase becomes its own job with the total they signed for. Pick the dates now or later. Every plan.
- 9 Clean a site on chosen days each week Monday, Wednesday and Friday nights from 9 PM to 1 AM, or any days you pick, with the same partner or team. Every plan.
- 10 Bill a monthly contract price One flat price a month for the visits you agreed on, one invoice on the billing day, and extra work as its own line. Grow and Pro.
- 11 Give company clients Net 15 or Net 30 Invoice company clients and builders when the job is done, due in 15 or 30 days, with gentle reminders. Never charged to a card. Every plan.
- 12 Bill a property manager's turnovers monthly Every finished turnover for a client with several rentals goes on one invoice a month, each its own line. Grow and Pro.
Still stuck?
Tell us what you're trying to do and we'll walk you through it.