Automatic cleaning quotes and cleaner matching

A customer tells you about the job. The website works out the price and identifies a suitable cleaner for the location. They can accept and move on with their day.

I can add automatic quoting and cleaner matching to a cleaning website, using your pricing data and the rules that make a job a good fit for your team. The Sam’s Sparkling Services example uses manual quoting. This offer adds automatic pricing and cleaner matching to that kind of enquiry and acceptance process.

Your quoting knowledge, turned into a working process.

If you can explain how you arrive at a price, we can look at which parts the website can calculate. Property size, service type, frequency, extras, location and minimum charges might all matter. We’ll use the things that actually affect your price.

Calculate a quote from your pricing rules.

• Collect the details needed for your particular services.
• Apply your agreed prices, extras, minimums and other conditions.
• Show the customer what the price covers and what happens next.
• Send unusual jobs for a manual quote when they fall outside the rules.

Find a cleaner who makes sense for the job.

• Use the job location and the areas your cleaners cover.
• Apply the agreed suitability and allocation rules.
• Consider availability information where it is connected and reliable.
• Provide a sensible outcome when no cleaner matches, rather than confirming a job nobody can attend.
• Let the business review or override the allocation where needed.

Connect quoting to acceptance and payment.

• Carry the quoted service and price into the customer’s acceptance step.
• Use the agreed pay-before or pay-after process.
• Record the quote and selected cleaner for the business.
• Send the agreed customer and staff messages.

Bring the data you already quote from.

I’ll need your prices, the factors that change them, the exceptions, and the information you use to decide which cleaner should take a job. We’ll also establish where cleaner locations and availability will come from. If that information needs organising first, we can include that work in your quote.

The price is an indicative upgrade, not the cost of a complete website. If you have an existing website or a scheduling system to connect, tell me what you use and I’ll quote the actual integration.