Sending Quotes

🔑 General Guidelines

• Always send a quote to EVERY person you speak to — no exceptions.
• Gather the following and enter into MaidCentral:
  • Full name
  • Phone number
  • Email address

• If the lead does not schedule, always add a note in MaidCentral explaining why.

🧭 How to Send the Quote

1. Log in to MaidCentral
   👉 https://bahousecleaning.maidcentral.com

2. Go to:
   Customers → New Lead/Quote

3. Enter Lead Information

• • Use full address if available.
  • If full address is not provided, city/state/ZIP is fine — just make sure the address field says “ADDRESS NEEDED.”
• 📸 Screenshot Example:
  

🧹 Choose the Scope of Work

4. Select the appropriate Scope Group and Scope of Work based on the service type.

5. Complete the home details:

• • Square footage
  • Bedrooms and bathrooms
  • Any add-ons requested

📸 Screenshot Example:

🧼 Service Type Notes

• Maintenance Cleanings

  • Always includes a Top to Bottom Deluxe upgrade on the first visit.
  • This covers interior window cleaning and baseboard wiping to prepare the home for recurring service.

• Move-In/Move-Out (MIMO)

  • Recommended add-ons: inside oven, inside fridge, inside cabinets, baseboards
  • Optional add-ons: windows, sliding doors, blinds (priced by quantity — estimate if needed)
  • All MIMO add-ons are a la carte

💡 Tips for Quote Accuracy

• Use the expand arrows in MaidCentral to show rate modifiers and add-on pricing.
• Ask about preferred cleaning frequency (weekly, every 2 weeks, every 4 weeks).
• Assume the sale:

“I think we have some availability coming up — I can check that for you right now 😊”

• Offer the first available opening based on the client’s zone.

📤 Final Step: Always Send the Quote

✅ Whether or not the client is ready to schedule, you must:

Click “Save & Send a Quote”

This ensures the client receives written confirmation of pricing and we have a record that pricing was provided.

Do not use only “Save & Continue” — sending the quote is required for transparency and follow-up tracking.