Pipeline
Customer
New "Lead" entries can also appear here automatically from quote requests submitted on the public site.
The job
Pick a customer and describe the job.
Generate three priced tiers, mark the one the customer accepts, then refine with the takeoff calculator.Job & pricing calculator — rooms, hours, supplies, push into a tier
Enter quantities and unit costs (rooms, sqft, hours, each). Fill in your real rates, then push the totals into Good / Better / Best.
| Description | Type | Qty | Unit | Unit cost | Line |
|---|
Material $0Labor $0Subtotal $0
Total $0
Accounts
Select an account.
Edit details, set status & follow-ups, keep notes, and see every quote, contract, waiver, and invoice on file.Build a document
Templates only — not legal advice. Have an attorney review before use. Verify your business license (most Utah cities require one for a home-service/cleaning business) and confirm your general liability insurance — and bonding, if you offer it — are current before sending anything to a customer.
No document yet.
Pick a type and customer on the left, then generate. Contracts default to 50% on signing, balance on completion.Build an invoice
No invoice yet.
Pick a customer and a source, then load. Add a discount and credit any deposit already collected — the balance due updates automatically.