Cleaning quotes

A table for house cleaning quote requests: contact details, the address, bedrooms, bathrooms, package, how often, details, the estimate reference when a calculator is connected and where each request stands. A form on your website fills it in, or you add requests yourself, and you move each one from new to quoted to won or lost.

Use it when

Use it when a cleaning business prices by bedrooms, bathrooms, package and how often, and wants visitors to see that price before booking. It is the response workspace the House cleaning quote form writes to; add it on its own when you want the table first and will connect the form later.

Use something else when

Extras such as oven or window cleaning are add-on products chosen when booking, not questions here. A business that quotes only after a walk-through can use the general Quote request form.

How to add a quote

  1. Open the Cleaning quotes table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
  2. Press New quote. If you renamed the table, the button may say something else.
  3. Under Name, type the customer's name, such as "Sam Patel".
  4. Fill in the Phone and Service address if you have them.
  5. Press Create quote.

You see Quote created.

What it adds or changes

Empty response workspace · notification automation starts paused

It adds a table with these columns:

Column Type Choices
Name text
Status single choice New, Quoted, Won, Lost
Email email
Phone text
Service address text
Bedrooms integer
Bathrooms decimal
Package single choice Standard clean, Deep clean, Move-in/move-out clean
How often? single choice One time, Every week, Every 2 weeks, Every 4 weeks
Details long text
Estimate reference text
Assigned to person

Settings

Setting What it does Default
Label The table's name, which also titles its one table view. Cleaning quotes

How it works

It runs its own built-in automation, called Cleaning quotes. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

Example

Sparkle Home, a fictional cleaning team, connects its house cleaning calculator. A visitor with three bedrooms and one and a half bathrooms picks Deep clean every 2 weeks and sees the business's price for that visit; the request lands as new with the estimate reference.

Limits

Bathrooms accept halves (1.5). Recurring discounts come from the calculator's frequency prices or from a Store benefit, never both. The quote is not a booking or a payment. Changing the status contacts nobody. The staff-notification automation starts paused.