How to Send Quote for One-Time Cleans

This guide explains how to create and send a quote for a One Time cleaning to a lead, customize quote details, and set follow-up activities within the lead workflow.

Steps

1. Create a New Lead and Select Branch

• Choose the branch (or select the only branch if you have one).

• Enter customer name, phone, email, and lead source (e.g., Facebook).

• Select residential and the correct service type.

2. Input Service Details and Confirm Lead

• Enter the correct square footage range.

• Click Confirm and Create to submit the lead.

• Lead will move into Quote Requested status.

3. Adjust Service or Pricing if Needed

• Modify service rooms, pricing, discounts, or time estimates if customer-specific changes are needed.

• Pricing will auto-fill if configured in service types; otherwise adjust manually.

4. Send the Quote to the Customer

• Click Send Quote.

• Edit the email template if needed (e.g., personalized notes).

• Preview the quote, then click Confirm and Send.

5. Review Lead Movement in Pipeline

• The lead will automatically move to Day 1 after quote is sent.

• Status updates reflect activity completion.

6. Schedule Follow-Up Activity

• Add an activity such as a call, text, or email for the next day.

• Set time and assign to team member.

• Mark activity complete to advance the lead to the next stage (e.g., Day 2).

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Notes / Watch-Outs

• Pricing must be predefined for auto-population; otherwise each quote requires manual entry.

• Leads from forms should still receive personal outreach (call or text in addition to quote).

• Follow-up tasks ensure leads progress—without them, the system may show no activity scheduled.