Create, send, and accept a quote
Send a quote, record customer acceptance, and turn accepted work into an appointment.
Create a quote when a customer should approve the scope and price before work is scheduled. An accepted quote can then become a one-time or recurring appointment.
Create and send the quote
- Open Quotes and select New Quote.
- Choose the customer, add the proposed work and price, and review the terms.
- Save and send the quote. Use Send or Resend when the customer needs the secure link again.
- Track the quote as Pending, Sent, Accepted, Declined, or Expired.
- Open Money → Ledger → Quotes.
- Create the quote, select the customer, and add the proposed work and price.
- Use Send via Email or Resend Email to deliver the secure customer link.
- Return to the quote to review its current status.
The customer can accept or decline from the secure link.
Record approval received elsewhere
On iPhone, Mark Accepted is for exact terms the customer already approved outside Cleanr—for example, during a call. Confirm the customer approved the displayed scope and price before recording that verbal approval.
Mark Accepted is not a digital signature. It records approval you received elsewhere; it does not create proof that the customer used the secure link.
Convert accepted work
After acceptance, choose the appointment details and review assignment and capacity. On iPhone, choose a staff member or Unassigned. Confirm the schedule before finishing the conversion; accepted terms do not automatically dispatch a cleaner.
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