Commercial cleaning
Keep every walkthrough and cleaning proposal moving toward a decision.
Track properties, walkthrough requirements, proposals, follow-ups, and contracts through the sales process.
Start with this templateReview your template after signup. You choose when to apply it.
Made for your team
Owners and small sales teams selling recurring cleaning contracts to businesses.
Your first useful result
Bring walkthrough notes and your pricing to prepare a proposal draft and follow-up plan.
From setup to your first follow-up
- 01
Review the workspace
Preview the collections, fields, stages, and pages. Apply the template when it matches your process, or choose another.
- 02
Bring one real piece of work
Bring walkthrough notes and your pricing to prepare a proposal draft and follow-up plan.
- 03
Review a draft, then take the next step
Open the suggested workflow starter, supply its inputs, and review its output. You decide what to use and when to enable a workflow.
One workspace for the conversations around the work
Add your records, connect an inbox or calendar, and keep files and meeting notes close to the next action. Connections and communication features are configured separately. AI, transcription, calls, and texts use pay-as-you-go billing.
Set up commercial cleaning