Price the work, send a branded PDF quote the same day as the enquiry, and convert it into a booked job with one click when the customer says yes. Quoting in minutes, not evenings.
A price typed into a text message is easy to ignore and easier to haggle. A branded PDF quote - your logo, your business name, the work itemised - lands differently. It says you run a proper company, before anyone has met your cleaners.
The branding comes from your own settings, so every quote is your company's paperwork, not ours. And it is deliberately generated in the same style as your invoices, so the customer sees consistent documents from first contact to final payment.
hello@sparklesouth.example
QUOTE
| Description | Amount |
|---|---|
| Weekly office clean, Tue + Fri | £80.00 / week |
| Interior windows, monthly | £45.00 / month |
Valid for 30 days - we look forward to working with you
Illustration of the quote PDF - your logo and business name, not ours
The most dangerous moment in quoting is the gap after the customer accepts. The price is agreed, everyone is happy, and then the details get retyped into a diary - or forgotten entirely.
Here there is no gap. When the customer says yes, one click converts the quote into a booked job, one-off or recurring. The customer, the site and the agreed work carry straight across, the job lands on the rota, and the invoice will later start from the same record. Nothing retyped, nothing lost.
By phone, or through your online quote request page.
Branded PDF, priced and emailed the same day.
The quote is marked accepted against their record.
Straight onto the rota - recurring or one-off.
Enquiries do not wait for office hours. The CRM gives you online quote request pages to link from your own website, so a facilities manager browsing at 9pm can send you their details there and then.
Requests arrive in the system ready to price - no voicemails to decipher, no details missed. You quote from the browser on any device, which means the walk-round and the quote can happen in the same visit, while the competition is still promising to email something over.
Tell us about the job and we will come back with a price.
Illustration of your online quote request page
Both take you a message to send. Only one wins the contract work.
The whole chain, inside one system.
By phone or through your online quote request page - it lands ready to price.
Price the work and generate the branded PDF in minutes.
Emailed from the CRM and stored against the customer with its status.
One click turns the accepted quote into a booked job on the rota.
Yes. Quote PDFs are generated with your logo and your business name from your settings. Your customers see your company on the paperwork, not ours.
One click converts the accepted quote into a booked job - one-off or recurring. The details carry across, so nothing is retyped and nothing gets lost between the quote and the work.
Yes. The CRM includes quote request pages you can link from your own website, and those requests arrive in the system ready to price.
Yes. Every quote is stored against the customer record alongside their jobs and invoices, so the full history is in one place.
Yes, deliberately. Quote PDFs and invoice PDFs share the same style, so the customer sees consistent paperwork from first contact through to payment.
Yes. The CRM runs in the web browser, so you can price the work and email the quote from a phone, tablet or laptop - including standing in the property you have just walked round.
Yes. Every plan has every feature, quoting included. The plans only differ by how many staff you can add: up to 3 on Starter, up to 15 on Pro, unlimited on Business.
Full access to everything, no card needed, and nothing charges automatically at the end. Quoting is on every plan - see pricing or read reviews from cleaning businesses.