EverClean Quote Tool

1. Customer info

Try saying: "Thanks for reaching out — I'm [Brandon/Angela] with EverClean Lakes Area. Let me grab a few details so I can put a precise quote together for you."

Name Phone

Email (optional) Address / Property (optional — autocompletes)

2. Property type

Try asking: "Is this for your home, a vacation rental, or a business space?"

Residential Commercial → site walk Resort / Multi-cabin → site walk

3. Service type

Try asking: "Are you looking for a regular maintenance clean, a one-time deep clean, a move-in or move-out, or a vacation rental turnover?" — If Move-In/Out: mention "we'll need cabinets, pantry, and medicine cabinet emptied before we come, and major appliances accessible." If STR Turnover: mention "we use your backup linens — you'll want to keep 2 full sets per bed and 2 towel sets per bath on-site."

Standard Clean Deep Clean Move-In Prep Move-Out Deep Clean Post-Construction → site walk STR / Vacation Rental Turnover

4. Frequency

Try asking: "Are you looking for one-time service, or are you thinking about regular cleanings — weekly, biweekly, or monthly?"

One-time Weekly recurring −15% Biweekly recurring −10% Monthly recurring −5%

5. Home size

Try asking: "Roughly how many bedrooms and bathrooms? And do you know the approximate square footage?"

Beds Baths Sqft

6. Resort details

Try saying: "We'll need to do a quick walkthrough for resort properties to give you an accurate quote — that's standard with multi-cabin work."

# of buildings # of cabins / units

7. Scheduling

Try asking: "When are you looking to get this done? Is there a specific date, or are you flexible?"

8. Scope traps

Try saying: "A few quick questions so I don't miss anything important..." — go through linens, towels, W/D, pets, hazards naturally. Don't skip these — they're how we avoid under-quoting.

Linens provided fresh by client?

Yes No N/A

Towels provided fresh?

Yes No N/A

W/D on-site?

Yes No N/A

Pets in home?

Yes No

Last professional clean?

Hazardous conditions (mold, smoke, biohazard, post-reno)?

Yes → site walk No

9. Add-ons

Try asking: "Anything special you're hoping for — inside the oven, baseboards, windows, anything like that?" — Default is OFF. Tap CHARGE to bill the customer; tap INCLUDE to bundle it free into a contract.

10. First-time discount (optional)

Discount is OPTIONAL. Use it only when needed to close. Type the reason — it's internal-only and helps us track what wins deals.

Amount $ Reason (required if > $0)

11. Notes (internal)

Use this for anything Brandon should remember when arriving — gate code, dog name, special requests.

Notes

12. Manual site-walk override

Use this when something feels off about the property — gut says it needs eyes-on before quoting.

Force site walk (skip auto-quote)