SOUTHWEST FLORIDA · SALES TOOLS
Make every quote sparkle.
Answer a few questions. Compare your prices. Make it Sparkle.
VETERAN OWNED
& OPERATED
& OPERATED
01
The details
A little context for your customer.
What kind of job are we quoting?
What should the crew know?
Answers appear in the customer scope. Choose any applicable service condition below. Pricing adjustments follow the company price book.
021 service
Services & scope
Enter measurements and choose the service scope.
Selling rates and pricing rules are set by management. Your quote uses the current company price book.
03
Schedule & terms
Keep the visit price and recurring commitment clear.
Company pricing · manager controlled
Rates, recurring discounts, trip charges and the job minimum are applied automatically. Only signed-in managers can change them.
30% minimum profit margin · locked
Quote options are checked against the manager-approved pricing model. Internal costs are restricted to management.
Step 1 of 4