Sending professional estimates is key to converting leads into paying clients. The Easy Clean App makes this process simple and automated.
Creating a New Estimate
Go to the Leads tab
Click New Estimate
Fill in three tabs:
Tab 1 - Estimate: Configure property details using sliders (bedrooms, bathrooms, etc.)
Tab 2 - Client Info: Enter client contact information
Tab 3 - Price: Set final price and optional tax
Automatic Price Calculation
The system automatically calculates tiered pricing with frequency discounts:
1x per month: Base price
2x per month: 10% discount
4x per month: 20% discount
Sending Estimates from Easy Leads
After purchasing an Easy Lead:
Review the client's requirements
Set your price based on the information provided
Click Send Estimate
The client receives a professional PDF via email
They can accept or decline with one click
Managing Estimate Responses
If accepted: Click "Setup New Client" to automatically create the client profile
If declined: send a "better offer" with adjusted pricing
Draft status: estimate started but not sent (usually missing price)
Active period: estimates remain active for 14 days
Important: sent estimates cannot be edited. You can send unlimited estimates to the same client with different configurations.