Surprise! It's Clean
Leads ยท Quotes ยท Jobs
Private Field Tool Veteran Owned & Operated
Mobile-first field tool
Today
๐Ÿ“… Today
0
โš ๏ธ Overdue
0
๐Ÿ“† This Week
0
๐Ÿ†• Needs Quote
0
๐Ÿค” Awaiting Approval
0
๐Ÿ—“๏ธ Needs Scheduling
0
โ†ฉ๏ธ Follow-Ups Due
0
๐Ÿ” Recurring
0
List
New Lead
Save what you know now โ€” build the quote whenever you're ready.
Choose quote type
This controls which services and pricing appear throughout the quote.
1. Start estimate
Use an existing customer, add a new one, or skip for now.
Choose customer
Search by name, phone, address, or notes.
2. Select services
No customer attached yet
What does this customer need?
Tap everything that applies โ€” you'll go through each one, one at a time.
Selected
0 selected
RV Generator Service
No customer attached yet
Service
Anything else?
Everything checked below is already on the quote. Tap anything unchecked to add it.
3. Window quoting
Set stories and counting options before you walk the house.
Optional. Included for notes and future pricing logic.
Front of House
Count windows by side. Includes all floors you selected.
Screens
Screen Count For This SideCount screens side by side just like the windows
0
Patio / Flatwork
Pick a size for a quick price, or use the calculators below for anything custom.
Quick Size Pick
Presets
Tap to add, tap again to remove.
Quick calculators
Pressure items
$0.00
Nothing added yet.
Trip Charge
Enter one-way miles โ€” round trip and price calculate automatically.
No trip charge applied yet.
Discounts & Add-Ons
Anything extra for this job?
Internal Notes
7. Quick review
Tap any item to go back and fix it before showing the total.
Screens included?
Tap to go back and verify screen counts
Check
All sides counted?
Tap to go back to window counting
Check
Trip charge applied?
Tap to go back and adjust
Optional
Fees / discounts?
Tap to review adjustments
Review
Service minimum
Auto-applied if total is below minimum
Auto
8. Summary
No customer attached yet
Final total
$0.00
9. Approved
Schedule now, or skip and come back later.
Schedule (optional)
Not sure yet? You can set or change this when you mark the job complete.
๐Ÿ’ฌ Didn't pick a date? This job is saved as Approved and will show up under "Needs Scheduling" until you set one.
9. Not approved
Capture the reason and optionally try a quick rescue discount.
Mark Complete
If recurring, you'll get a reminder to text about a week before the next service is due.
Schedule Next Service
Customers
Search by name, phone, address, or notes.
Add Customer
Customer
Info
Job History
0
No jobs yet.
Quote history
Search by customer, phone, address, notes, or status.
Customer Communication
Day-before, on-the-way, review request, and repeat-job follow-ups.
Upcoming jobs
No upcoming jobs saved yet.
Past jobs
No past jobs saved yet.
Settings
Tap a category to view or edit.
Business Info
Window Pricing
Pressure / Patio Rates
Base Rates
Presets
Set type: Residential, Commercial, or Both.
Service Catalog Pricing
Tap a category to expand and edit its pricing.
Fees
Trip Charge Tiers
Round-trip miles. 12 mi one-way = 24 mi round trip.
Text Templates
Use {{name}} anywhere you want the customer's first name inserted.
Quick Discounts
These appear as toggle buttons during the quote.
Unavailable / Blackout Dates
Follow-up contact reminders that would land inside one of these windows get pushed to the day after it ends.
Follow-Up Behavior
Data