For a deep dive on how you can use the tool yourself, check out this blog post right after. You'll know how to use it well before you buy. 😊

Quoting a (fake) house cleaning client with the House Cleaning Quoting Tool

Transcript Bullet Points Below

• Introduction to the House Cleaning Quoting Tool:

  • The speaker begins by addressing questions about accessing and using the dashboard of the house cleaning quoting tool, which is found in the RCF University Library.

• Utilizing the Quoting Tool:

  • A "How to Use" tab and a setup video are available to guide users.

  • Instructions are provided to make a copy of the file for personal use via the 'File' then 'Make a copy' option.

• Updating Company Information:

  • Users should update their company information under the default tab, which allows resetting for every new quote.

  • Examples of company information include email, phone number, and physical address.

• Using the Dashboard:

  • After updating company information, users need to reset the dashboard using the red reset button.

  • A Google authorization step is required for security.

• Client Information Input:

  • Detailed entry of client information like name, company, contact details, and address.

  • Preferences for communication and prior experiences with cleaners are recorded.

• Quote Customization:

  • Assess the cleanliness and decorativeness of the client’s home on a scale.

  • Gather details about the bi-weekly service, square footage, and desired cleaning services such as number of rooms, windows, walls, and appliances.

• Setting Up Cleaning Details:

  • Specify tasks like window washing and wall cleaning per room.

  • Input on additional cleaning areas like kitchen, bathrooms, living areas, and special rooms.

  • Indicate whether inside of fridge and stove cleaning is required.

• Pricing and Discounts:

  • The tool calculates the estimated time and cost for the initial clean.

  • Provides an option to apply discounts to the service fee.

  • Reflects specific pricing strategies for different markets, with Dayton, Ohio mentioned as an example.

• Finalizing and Sending the Proposal:

  • The proposal includes all client-specific details and requested services, emphasizing a tailored approach.

  • Proposals can be printed or saved as PDFs for easy sharing via email.

• Support and Feedback:

  • Encouragement for users to contact support or leave comments if they have issues or feedback on the quoting tool.