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Invoicing & Quotes for Cleaning Professionals

Invoicing & Quotes for Cleaning Professionals

Quote parts and labor, convert the quote to a sale in one click, and send the receipt by email or text.

Part of the $79/month plan, with unlimited users. 30 days free; a card is required at signup.

What gets in the way for cleaning professionals, and what does IntelliDrive OS do about it?

Extra work that never gets billed

Add the window cleaning or carpet treatment to the sale before you take payment.

Slow walk-through quotes

Build the quote from your service catalog right after the walk-through, then print or export it.

Business clients’ paperwork

PO numbers on the sale and statements for accounts that pay later.

What can you do with Invoicing & Quotes in IntelliDrive OS?

Quotes with line items

Put cleaning supplies and equipment and your labor on one quote, with a valid-until date. Print the quote or export it.

Every quote has a status

Each quote is marked draft, sent, accepted, rejected, expired or converted, so open quotes stay visible.

One-click quote to sale

Convert a quote and the sale opens at the register with its items and customer filled in.

Parts and labor on one sale

Sell cleaning supplies and equipment from your stock and cleaning services from your service catalog on the same sale.

Receipts by email or text

Send the receipt from the sale by email or text; extended warranties are listed on it.

Account billing and statements

Put a sale on account for an approved business customer, bill another business as the payer with its PO number, and email PDF statements.

How does it work?

1

Build the quote

Add the customer, the parts and the labor, then print or export the quote.

2

Customer approves

Mark the quote accepted when the customer says yes.

3

Convert to a sale

The sale opens pre-filled; add anything that changed on the job.

4

Collect and send the receipt

Take payment and send the receipt by email or text.

What does it change for a cleaning business?

No more lost quotes

Every quote is saved with the customer and its status.

Sales start from the quote

Converting a quote fills in the sale, so nothing is typed twice.

Business customers billed their way

PO numbers on the sale and statements for accounts that pay later.

What doesn’t it do?

  • Quotes are printed or exported; marking a quote “sent” does not send it.
  • There are no recurring invoices, progress billing or change orders.

Try it with your own cleaning business

$79/month per business, billed monthly, with unlimited users.

The first 30 days are free. A card is required at signup and the first charge is on day 31.