Step-by-step guide
Create bookings and quotes
Capture a customer request, price a job with the AI Quote Generator, add a negotiated booking and track its progress.
When you finish
Every request has a clear next action, assigned cleaner, job status and separate payment status.
Part 1
Choose the right way to start
- 1
Customer booking form
For a new online enquiry, share your company booking link from Settings. The customer chooses a service and adds their details.
- 2
Manual booking
For a phone call or an agreed job, open Bookings and select Add booking. Enter the real price and any payment already received.
Open Bookings - 3
AI Quote Generator
Paste the customer's message or add up to five photos, choose the clean and your hourly rate, then generate the quote, check it, download the PDF or send a summary by WhatsApp or email.
Open the AI Quote Generator
Part 2
Check and run the booking
- 1
Check the facts
Confirm the customer's name, address, service, date, time, price and notes. Never rely on a photo for a room that was not shown.
- 2
Confirm the job
Move a genuine request forward only after the details and price are agreed.
- 3
Assign cleaner
Open Cleaner assignment and choose the team member or members doing the work.
- 4
Update payment
Mark the payment as unpaid, pending, paid or refunded and keep any reference with the booking.
- 5
Complete the work
Mark the booking completed after the clean is finished. Then add the quality evidence.
Before you finish
- Customer and address checked
- Service and scope agreed
- Price confirmed
- Cleaner assigned
- Payment status correct
- Job status correct