Cleaning business software for quotes and invoices

Cleaning quotes the customer can understand

A customer asking three cleaning companies for a price usually picks the one whose quote is clear and arrives first.

In Scopie you build each quote from line items: the main clean, then the extras such as inside windows, inside the oven or fridge, or laundry. Each line has its own description and price, so the customer sees what is included and can compare your quote fairly with the others.

Separate line items also make it easy to say yes to a smaller job. If the total is more than the customer expected, they can see which extras to drop instead of walking away.

What to put in a deep clean or move-out quote

Deep cleans and move-outs vary more than regular cleans, and that is where expectations go wrong.

Describe the home: number of bedrooms and bathrooms, rough size, and the condition you saw or were told about. List the rooms and tasks included, and say clearly what is not included, such as heavy furniture, walls, or biohazards.

Add what you need from the customer: access instructions, whether utilities will be on at a move-out, parking, and pets. State how long the quote is valid. A quote that answers these questions in writing avoids the call where the customer says they thought the garage was included.

Cancellation and lockout terms the customer reads first

Last-minute cancellations and lockouts are one of the biggest losses for a cleaning business, and a policy that only lives on your website rarely gets read.

Write your own cancellation, lockout and rescheduling terms and include them in every quote, so the customer reads them before they accept. Your notice period, what you charge for a late cancellation and how rescheduling works are your decisions. Scopie shows the terms you set on the quote the customer accepts and signs.

If you take a deposit for larger jobs, put those terms in the quote too: the amount, when it is due and whether it is refundable.

Send the quote as one link

PDF attachments and screenshots get buried in email and text threads.

Scopie sends the quote as a link with your business name on it. The customer opens it on their phone, reads the line items and terms, and responds from the same page, without downloading anything or creating an account.

Online acceptance with a signature

When a customer disputes a charge, a verbal yes is not much of a record.

The customer accepts the quote online and signs it. You keep the accepted quote, with the line items and the terms exactly as the customer saw them, so there is a clear record of what was agreed.

Invoices and every client in one list

Customer details spread across texts, notes and a spreadsheet make repeat business harder than it should be.

Send the invoice from Scopie when the clean is done. Every customer is kept in your client list with their quotes and invoices, so when a past customer asks for another deep clean you can see what you quoted last time.

Frequently asked questions

What should a house cleaning quote include?

The size and condition of the home, the rooms and tasks included, any extras as separate line items, what is not included, access and parking details, how long the quote is valid, and your cancellation, lockout and deposit terms.

What should a cleaning cancellation policy cover?

A notice period for cancelling or rescheduling, what the customer is charged for a late cancellation or a lockout, and whether any deposit is refundable. In Scopie you write these terms yourself and they appear on the quote the customer accepts.

Can customers accept a cleaning quote online?

Yes. The customer opens the Scopie quote link, reviews the line items and terms, and accepts it online with a signature. You keep a record of the accepted quote.

How much does Scopie cost?

Scopie has three plans by team size: Solo for 1 user, Crew for up to 5 users and Team for up to 14 users. Every plan has every feature. You can try Scopie free for 14 days without a credit card, and current prices are on the pricing page.

Is there a free trial?

Yes. Scopie has a 14-day free trial with every feature, and you do not need a credit card to start. Before the trial ends you choose the plan that fits the size of your team.