Be clear about what is included.
List the driveway, patio, and other agreed areas as quote items. Put the price and terms in front of the customer before the equipment comes out.
SOFTWARE FOR PRESSURE WASHING BUSINESSES
A fresh start for the driveway. A clear plan for you.
Driveways, patios, and the extra walkway a customer asks you to clean. Put the scope in writing, plan the visit, and keep the invoice connected to the work.
Give the crew the job details.
Keep the service address and instructions with the assigned visit. Add the access arrangements and work scope your crew needs for that property.
Finish the job with a useful record.
Add completion notes and photos, prepare the invoice, and record the payment against the balance. Keep the paperwork moving after the cleanup.
QUOTES & CUSTOMER APPROVALS
Set out the work, surface by surface.
A driveway clean and a full exterior cleanup are different jobs. Build a quote with your services, quantities, prices, and terms so the customer can see the scope. Share a private approval link and keep the issued quote revision on record before you schedule the work.
- Reuse saved services for common cleaning jobs
- Spell out the agreed areas and scope in your quote
- Get customer approval through a private link
VISITS & CREW ASSIGNMENTS
Know where the crew is heading next.
Plan the visit around your crew’s availability and give the assigned staff the instructions for the job. If the appointment needs to move, update it on the calendar. After the work, field staff can add completion notes and photos from their phones.
- See one-off and repeat visits on one schedule
- Keep access arrangements in job instructions
- Add completion notes and photos to the visit
FROM ONE STEP TO THE NEXT
From the first request to the final rinse.
Agree on the areas to clean.
Save the customer and property, prepare an itemized quote, and share it for approval.
Get the visit in order.
Book the appointment, assign the crew, and add the scope and access instructions for the property.
Wrap up the paperwork.
Record completion details, create the invoice, and record full or partial payments as they arrive.
GOOD TO KNOW
Your questions,
answered.
Can I quote several areas at the same property?
Yes. Add multiple service items with quantities and prices to a quote. You can separate a driveway, patio, or walkway and add terms that explain what your proposed work includes.
Can I save services I quote often?
Yes. Saved services let you reuse familiar items when preparing a quote. Review the quantities, prices, and scope for the specific property before sharing it with the customer.
Can my crew see the access arrangements?
Yes. Put those arrangements in the job instructions for the assigned visit. Field staff can view their assigned work, customer details, and instructions. Internal customer notes remain separate from their field view.
Can I keep photos of completed work?
Yes. Assigned field staff can add completion photos and visit notes. Those records help the office see how the work was completed before the next customer conversation.
YOUR NEXT CHAPTER STARTS HERE
Bring your next job into focus.
One place for your customers, your crew, and the work ahead.