Feb 18th, 2026 - Sales Part 3

Dusty updates & ticket process, Stripe fixes, scheduling shared routes correctly, automated quote setup, square-foot pricing strategy, and upcoming Zapier + new lead system rollout.

1️⃣ System Fixes, Dusty & Support

🕒 0:00 – 0:20

• Missing credit cards & notifications (Stripe vs TCS)

• Dusty moved to bottom-right corner

• Quick Help videos added (Stripe, admin field view)

• Submit ticket with screenshot if Dusty is wrong

• Log out/in if Dusty disappears

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2️⃣ Scheduling, Payroll & Field Questions

🕒 0:10 – 0:15

• Shared routes: use “Just for Today”

• Select Driver to control mileage pay

• Do NOT change mid-day (messes up JTH)

• Clock in/out via Admin Field View

• Delete old cards after updating Stripe

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3️⃣ Sales, Quotes & Pricing Strategy

🕒 0:30 – End

• Enable “Send Automatic Quote” in Service Types

• Customize auto text + email templates

• Square-foot pricing = flat rate by range

• Schedule low, price high (built-in buffer)

• Fewer notes = cleaner systems

• New lead system coming (2–3 weeks)

• Zapier integration in testing phase

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🔎 Key Themes

• Keep systems simple

• Automate sales where possible

• Train cleaners for consistency

• Adjust pricing based on real data

• New sales interface + integrations coming soon