Lead Record: Estimate Box

Lead Record:  Estimate Box

The Estimates box allows the user to complete an estimate from the lead/customer file.  If the Estimator App is used, the completed estimate will display in this area.  Multiple estimates may be stored in this area.  All pricing is pulled from Estimate Options tab of CLEO.

When this box is expanded it looks like this:

This is the Quick: No View

This view allows the user to input detailed data regarding the clean to generate an estimate for recurring, initial/hourly, and Move In/Out cleans.

1. Address that the estimate Is and will be associated with.  If there are multiple addresses in the lead/customer file, select the appropriate address from the drop down to create or view an estimate for a specific location.


2. Map the address.


3. The eyeball talks the user to Zillow to view details of the address.

Zone that the address is located in.  CLEO will pull the pricing associated with the zone. 

Below is a zoomed in image.  This line only appears once the data is inputted and the calculate estimate has been pressed.  This line gives a high-level view of estimates for each frequency.

1.  The plus button allows the user to add multiple estimates for each address.  This button will only work if there is already an existing estimate completed.


2. Name the estimate.

1. Printer Icon will allow the user to print a pdf of the estimate. This button will be grayed out until the estimate has been saved.  Once the estimate has been saved, it will allow the user to print.  If the zip code is not assigned to a zone, it will not allow the estimate to be printed and an error will pop up.  To fix this, add the zip to the appropriate zones.


2. The paper plane icon will allow the user to email the estimate to the lead/customer. This will be grayed out until the estimate has been saved.  Once the estimate has been saved, it will allow the user to email the customer.   If the zip code is not assigned to a zone, it will not allow the estimate to be sent and an error will pop up.  To fix this, add the zip to the appropriate zones.


3. The star allows the user to set a specific estimate as the primary estimate. If you use the Estimate pricing tags, it will pull the data from the primary estimate.  If you do not make a primary, the tags will pull the most recent estimate.


4. Save Icon allows user to save the estimate and any changes made.


5. The discard button allows the user to discard the changes made if the items have not been saved.

1. Fill in all appropriate areas that apply to the lead/customer.
2. Optional services will include these items into the estimate pricing.

1. Click Calculate Estimate after all data has been appropriate.


2. Quick: No will change your estimate input section to only quote recurring prices based on just square footage.


3. Select the correct Tax Authority associated to the location of the address if it applies to the business.

1. Recommended pricing for each frequency and if there is a minimum recurring amount inputted into the Estimate Options tab in CLEO, the estimate will take it into consideration.  The price that appears in the box will never be lower than the minimum recurring amount.  The user has the flexibility to edit the price should they decide to. 


2. Low and high amounts are calculated off the recommended price and it uses the percentages designated in the Estimate Options tab of CLEO. This gives the user guidance as to what range they can adjust the price they wish to present to the lead/customer.


3. Click the boxes of the frequencies that you would like to display on the estimate sheet.


4. The user can adjust the price for Initial/hourly clean and Move In/Out using the plus and minus times to increase or decrease anticipated time in home for those cleanings.


5. Select one of the frequency boxes to highlight a specific frequency pink on the estimate sheet. Only one can be selected.  See image below.

1. Document any information regarding the clean.  Once the estimate is saved, the Copy to Perm Notes Icon will light up blue.  Click the button to copy the notes into the service address box in the permanent notes field for the corresponding address.


2. If the customer shared a preference for a specific day of the week, select it from the drop-down menu.


3. Assign the estimator who completed the estimate. The employee must have the estimator role assigned to them.