Create a quote

Select Quotes in the left navigation, then select + New Quote in the top right. The + New Quote form opens with sections for the customer, job address, service pricing, and totals.

Open the Customer dropdown and pick the customer you’re quoting. Start typing to filter the list. Don’t have them yet? Select Create new customer at the top of the list to add one without leaving the quote.

Once you pick a customer, their primary address fills in under Job Address with Existing Address selected. Use the Select Address dropdown to choose a different saved address, or select New Address to type a one-off address for this job.

Under Service Pricing (with Manual Entry selected), build your first line: pick a Surface, add an optional Description, choose a Unit, enter the Quantity, set the Complexity, and enter the price. With Sq. Ft. selected the price field reads Price per Sq. Ft., and the line’s amount updates the Subtotal as you type.

Select + Add Surface to add another line. Each line can use a different Unit — Sq. Ft., Linear Ft., Hourly, or Fixed Price — and the price field renames itself to match (for Fixed Price it becomes Flat Rate). The total is always price × Quantity, so for a one-off flat charge set the Quantity to 1. Select Remove to delete a line.

Under Service Totals, add an optional Discount as a dollar amount ($) or a percentage (%), and a Taxes percentage. The Total Quote Amount recalculates instantly — for example, $375.00 less a 10% discount plus 8.875% tax is $367.45.

Add an optional Note to Customer that appears on the quote. Under Legal Agreements you can Include Liability Waiver or Include Disclaimers, and tick Offer 3% cash/check discount to pass the card-processing savings on to customers who don’t pay by card.

Select Save Quote. A green Quote created successfully message appears and CleanOps opens the new quote’s page.

Instead of building lines by hand, switch the Service Pricing toggle to Use Package and select Select Package to apply a predefined maintenance package’s services, pricing, and billing defaults. If you haven’t built any yet, the picker shows No packages available with a link to Package Settings. See maintenance plans for packages.

Choosing Create new customer in Step 2 opens the Add New Customer form right over the quote. Fill in the customer’s details and addresses and select Save Customer, and you return to the quote with the new customer selected. This is the same form covered in create a customer.

Select New Address under Job Address to quote a location that isn’t saved on the customer. Fill in the required Street Address, City, State / Province / Region, and Postal / ZIP Code for this quote only.