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Offices, commercial and post-construction

Add your own services priced by the square foot, take quote requests with photos and plans, set up company clients and their sites, book site walks, price bids with the bid calculator and send them for your clients to sign online, see which sites run over budget, keep your insurance certificate on file, and inspect each site with a score and photos.

  1. 1 Keep a supplies list for each site Keep the supplies at each office or building with how many to fill up to. Partners tick what's running low, and you see what to bring or reorder.
  2. 2 Add your own services Office cleaning, a post-construction final clean, floor care: your own services next to Standard, Deep, Move and Airbnb, each priced your way. Video 0:47
  3. 3 Get quote requests Your Get a quote form asks about the work, the place, the size and the dates, takes photos or plans, and lands each request on your Leads board. Video 0:54
  4. 4 Set up company clients and their sites A property manager, a builder or an office: the company name, the billing contact who gets the invoices, and each site with its size and on-site contact. Video 1:10
  5. 5 Set up site walks Pick the times you can walk a site, and Irene books them for anyone asking about office, commercial or post-construction work. Grow and Pro. Video 0:54
  6. 6 Send a bid your client signs online Build your price from your own services, add optional items and phases, and send it as a link your client signs on their phone. Every plan.
  7. 7 Keep your insurance certificate on file Upload your certificate of insurance once, and every bid offers it as a download. We remind you before it runs out.
  8. 8 Inspect a site and score it A quick score with photos on each walk-through of a client's site. See if it's going up or down, send the client a copy, and put anything low on the next job. Grow and Pro.
  9. 9 Turn an accepted bid into jobs When a client accepts a bid by phase, each phase becomes its own job with the total they signed for. Pick the dates now or later. Every plan.
  10. 10 Check the site is ready the day before The builder's site contact gets a text the day before each phase: is the site ready? And when your crew gets there and it isn't, a re-trip fee goes on the next invoice. Both start off.
  11. 11 Send a change order Extra work the builder asks for, with a photo and a flat price. The superintendent signs on their phone, and it goes on the next invoice. Grow and Pro.
  12. 12 Keep a punch list for each phase The builder's touch-up items for each phase, each with a photo and where it is, marked fixed with a photo after. They sign off when it's done. Grow and Pro.
  13. 13 Take a deposit when a bid is signed A percent or a set amount, due when they sign. It's on the bid they sign, its invoice goes out right away, and it comes off their next invoices. Off until you turn it on.
  14. 14 Track retainage and send statements The 5 to 10% a builder holds back stays out of what's owed now until you release it. Statements show what's 30, 60 and 90 days late. Grow and Pro.
  15. 15 Keep your documents in one place Your COI, W-9, workers' comp, bonds and safety cards together, with a reminder before each runs out, and one link that sends them all to a builder. Every plan.
  16. 16 Win office and janitorial accounts with your sales pipeline Every commercial account you're going after in one place: the site walk, your bid, what it's worth each month, your follow-up, and won or lost. Grow and Pro.
  17. 17 Track builder bids in the pipeline Every job a builder invites you to bid on: the walkthrough, when the bid is due, your follow-up, and won or lost, with the people you deal with there. Grow and Pro.
  18. 18 Send a service agreement for a monthly contract Put a monthly contract in writing: the term, when it renews and a yearly price increase. They sign it online, and you hear before it renews. Grow and Pro.
  19. 19 Answer certificate of insurance requests Clients ask for a certificate naming them from their client portal. You get their details ready to forward to your insurance agent. Grow and Pro.
  20. 20 Clean a site on chosen days each week Monday, Wednesday and Friday nights from 9 PM to 1 AM, or any days you pick, with the same partner or team. Every plan.
  21. 21 Bill a monthly contract price One flat price a month for the visits you agreed on, one invoice on the billing day, and extra work as its own line. Grow and Pro.
  22. 22 Give company clients Net 15 to Net 60 Invoice company clients and builders when the job is done, due in 15, 30, 45 or 60 days, with gentle reminders. Never charged to a card. Grow and Pro.
  23. 23 Bill a property manager's turnovers monthly Every finished turnover for a client with several rentals goes on one invoice a month, each its own line. Grow and Pro.
  24. 24 Add a batch of production homes for a builder A builder's floor plans with your price for each clean, then a whole batch of homes at once: paste the lots, check every job and its price, and make them all in one tap. Pro.
  25. 25 Bill a builder once a week Every home finished that week goes on one invoice, one line each with the lot, floor plan, clean, price and PO number. Pro.
  26. 26 Price a bid with the bid calculator Square feet and how fast your partners clean give the hours. Your labor cost and your margin or markup give a flat price for each visit or each phase. Your client only ever sees the price. Grow and Pro.
  27. 27 See which sites run over budget Each site's budgeted hours next to the real ones from your partners' I've arrived and Done taps, and about what each visit earns. Grow and Pro.

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