Active Quotes
24
↑ 12% vs last month
Closed Services
138
↑ 8% vs last month
Avg. Quote Value
$312
↑ 5% vs last month
Conversion Rate
68%
↓ 2% vs last month
Monthly Revenue
2026
Conversion Funnel
Prospects87
Opportunities61
Active Clients42
Returning28
Referred15
Recent Quotes
| Client | Service | Date | Value | Status | |
|---|---|---|---|---|---|
|
JM Jennifer Moore
|
Deep Clean | Apr 18, 2026 | $380 | Pending Approval | |
|
RS Robert Smith
|
Regular Clean | Apr 17, 2026 | $215 | Accepted | |
|
AL Amanda Lopez
|
Move-Out Clean | Apr 16, 2026 | $510 | Sent | |
|
KT Kevin Torres
|
Regular Clean | Apr 14, 2026 | $185 | Completed ✓ |
Activity Feed
Quote #Q-0241 sent
2 minutes ago
Jennifer Moore — Deep Clean $380
Contract signed
1 hour ago
Robert Smith accepted quote and signed
Approval pending
3 hours ago
Discount 15% requested for Amanda Lopez
Team assigned
Yesterday
Maria + Sofia assigned to Kevin Torres
✓
Client Info
2
Service & Areas
3
Conditions
4
Internal Notes
5
Review & Send
🧹 Service Type
Regular Clean
From $180
Deep Clean
From $320
Move-Out Clean
From $450
Emergency / Urgent
From $500
🏠 Property Areas
Select & set quantity
⚙️ Special Conditions
Pricing strategy: The system automatically applies a +15% buffer to the calculated
price to allow room for client-requested discounts without affecting margin.
%
🔒 Internal Notes Not
visible to client
🔒 CONFIDENTIAL — Internal Team Only
This information is never included in the client's quote or
email.
📋 Quote Summary — Review & Send
This quote requires CEO approval before it can be sent to the client. An email will be
sent to Carlos Arango for authorization.
Client
Jennifer Moore
Service
Deep Clean
Areas
Kitchen, 2 Bathrooms, 3 Bedrooms
Date
April 22, 2026
Total Quote Value
$380
USD — Taxes included
Base service$320
Areas (5 areas)$45
Special conditions$40
Strategy buffer (+15%)$61
Discount applied-$86
Total$380
Client Info
JM
Jennifer Moore
📧 jennifer@email.com
📞 (555) 234-5678
📍 1423 Oak Street, Atlanta, GA
Previous services: 3
Last service: Mar 5, 2026
Status: Active Client
⚡ Live Price
Estimated Total
$380
5 areas ·
Deep Clean
2 quotes are waiting for your approval. Review the details and approve or reject with justification.
Quote #Q-0241 — Pending Approval
Awaiting CEO
Client
Jennifer Moore
Service
Deep Clean
Areas
Kitchen, 2 Bath, 3 Beds, Living Room
Base Price
$464
Discount Requested
18% — $83.52
Discount Reason
Loyal client — 3rd service
Final Price
$380.48
Profit Margin
32%
🔒 Internal Notes
🐕 Dog in house (small) — keep door closed
🔑 Access: code 4821 on lockbox, side entrance
🚫 No bleach products — client allergy
🏠 Owner will be home after 2pm
🔑 Access: code 4821 on lockbox, side entrance
🚫 No bleach products — client allergy
🏠 Owner will be home after 2pm
Pending Queue
| Client | Value | Status |
|---|---|---|
| Jennifer Moore | $380 | Review |
| Miguel Reyes | $290 | Queued |
Margin Calculator
At 18% discount:
Revenue$380
Est. Cost$258
Gross Profit$122
Margin32%
Minimum acceptable: 25%
Hi Jennifer,
Thank you for your interest in our services. Please find your personalized cleaning quote below.
Quote #Q-0241
| Item | Detail | Price |
|---|---|---|
| Deep Clean | Base service | $320 |
| Kitchen | Full clean + appliances | $15 |
| Bathrooms (×2) | Deep scrub | $20 |
| Bedrooms (×3) | Standard + baseboards | $15 |
| Living Room | Full vacuum + surfaces | $10 |
| Total | $380 | |
This quote is valid for 7 days. Click the button below to accept and proceed with scheduling.
What's included: All eco-friendly cleaning supplies, professional equipment, and a satisfaction
guarantee.
Terms: Full payment due upon service completion. Cancellations with less than 24h notice incur a $50 fee.
Terms: Full payment due upon service completion. Cancellations with less than 24h notice incur a $50 fee.
Email Actions
Email Status
Approved by CEO
Today, 10:42 AM
Ready to send
Waiting
🔏 Digital Signature
✍️
Click to simulate client signature
Terms & Consent Form
Available Team — April 22, 2026
Select team members for Jennifer Moore
MS
Maria Santos
Senior Cleaner
Available
⭐ 4.9
SL
Sofia Lopez
Cleaner
Available
⭐ 4.7
JR
James Rivera
Cleaner
On job until 2pm
⭐ 4.8
DN
Diana Nguyen
Senior Cleaner
Unavailable
⭐ 5.0
Client Notification Preview
Hi Jennifer, your CB Cleaning team for April 22 is:
MS
Maria Santos
Senior Cleaner · ⭐ 4.9
SL
Sofia Lopez
Cleaner · ⭐ 4.7
Prospects
87
Opportunities
61
Active Clients
42
Returning
28
Referred
15
CRM Pipeline
| Client | Stage | Last Contact | Value | Next Action | |
|---|---|---|---|---|---|
|
JM Jennifer Moore
|
Active Client | Today | $380 | Service Apr 22 | |
|
RS Robert Smith
|
Opportunity | Apr 17 | $215 | Follow-up call | |
|
AL Amanda Lopez
|
Prospect | Apr 16 | — | Send quote | |
|
KT Kevin Torres
|
Returning | Apr 14 | $185 | Retention call | |
|
PR Patricia Ruiz
|
Referred | Apr 12 | $290 | Thank you email |
Behavior Analytics
Deep Clean
demand38%
Regular Clean
demand45%
Move-out demand12%
Avg. contact
frequency2.3x/month
Overall conversion
68%
Client Profile
Active Client
JM
Jennifer Moore
jennifer@email.com
(555) 234-5678
📍 1423 Oak Street, Atlanta GA
🎂 June 15, 1988
4
Services
$1,265
Total Spent
4.9
Avg Rating
Service History
| Date | Service | Team | Value | Status |
|---|---|---|---|---|
| Apr 22, 2026 | Deep Clean |
MS
SL
|
$380 | Scheduled |
| Mar 5, 2026 | Regular Clean |
MS
|
$215 | Completed ✓ |
| Jan 18, 2026 | Regular Clean |
JR
|
$185 | Completed ✓ |
| Nov 3, 2025 | Deep Clean |
MS
SL
|
$485 | Completed ✓ |
Interaction Log
Quote sent — $380
Today, 10:45 AM
Service completed — Regular Clean
Mar 5, 2026
Phone call — renewal follow-up
Feb 20, 2026
Services Catalog
| Name | Type | Base Price | Est. Time | Status | |
|---|---|---|---|---|---|
| Regular Clean | Service | $180 | 2–3h | Active | |
| Deep Clean | Service | $320 | 4–6h | Active | |
| Move-Out Clean | Service | $450 | 6–8h | Active | |
| Emergency Clean | Urgent | $500 | 3–5h | Active | |
| Multi-Purpose Cleaner | Material | $12/unit | — | In Stock | |
| Microfiber Cloths (x10) | Material | $8/pack | — | Low Stock |
Cost Centers
| Code | Name | Budget | Spent | Balance | Status |
|---|---|---|---|---|---|
| CC-001 | Field Operations | $8,000 | $5,340 | $2,660 | On Track |
| CC-002 | Marketing & Sales | $2,000 | $1,890 | $110 | Alert |
| CC-003 | Admin & Tech | $1,500 | $820 | $680 | On Track |
| CC-004 | Supplies & Materials | $1,200 | $940 | $260 | On Track |
Warehouses / Storage
| Warehouse | Location | Items | Capacity | Status |
|---|---|---|---|---|
| Main Storage — HQ | Atlanta, GA | 48 | Active | |
| Vehicle Stock — Van 1 | Mobile | 12 | Almost Full | |
| Vehicle Stock — Van 2 | Mobile | 9 | Active |
All Quotations
| Quote # | Client | Service | Date | Value | Discount | Status | |
|---|---|---|---|---|---|---|---|
| Q-0241 | Jennifer Moore | Deep Clean | Apr 18 | $380 | 18% | Pending Approval | |
| Q-0240 | Robert Smith | Regular Clean | Apr 17 | $215 | 0% | Accepted | |
| Q-0239 | Amanda Lopez | Move-Out | Apr 16 | $510 | 10% | Sent | |
| Q-0238 | Kevin Torres | Regular Clean | Apr 14 | $185 | 0% | Completed ✓ | |
| Q-0237 | Patricia Ruiz | Deep Clean | Apr 12 | $290 | 5% | Completed ✓ |
Roles & Permissions
👑 CEO / Admin
✅ Approve / reject quotes
✅ View all internal notes
✅ Configure pricing & discounts
✅ Full CRM & analytics access
✅ Roles & user management
✅ All ERP modules
🗂️ Secretary
✅ Create & edit quotations
✅ Assign team members
✅ Send client emails
✅ View CRM pipeline
❌ Cannot approve discounts
❌ Cannot view margins
🏢 Franchisee
✅ View own branch data
✅ Create quotations
✅ Manage local clients
❌ Cannot see other branches
❌ Limited pricing control
❌ No system configuration
🧹 Cleaning Team
✅ View own assigned jobs
✅ View internal notes for job
✅ Mark service as completed
❌ Cannot see prices
❌ No CRM access
❌ No financial data