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Active pipeline
No leads yet. Click "New Lead" to start your first prospect.
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Quick actions
Workflow guide
1Log a site visitation
2Pitch an offer
3Schedule walkthrough
4Select services & packages
5Build & send estimate
6Sign contract
7Begin service & schedule jobs
Step 1 of 7 — Log your first visit to a prospect's site. This starts their record and pre-fills all future steps.
New site visit
Recent visits
No visits logged yet.
Visit tips
📋 Note the number of restrooms, floors, and any special areas
🔑 Ask about current cleaning provider & pain points
📅 Suggest scheduling a formal walkthrough on the spot
💼 Leave a business card and brochure if available
Step 2 of 7 — Select the offer(s) to pitch to this prospect. Info auto-filled from Step 1.
Prospect
Select offer to pitch
Offer history
No offers logged yet.
Step 3 of 7 — Complete a detailed site inspection. Fields auto-filled from previous steps.
Site information
Area inspection
Entrance / lobby
Office / work areas
Restrooms
Break room / kitchen
Special considerations
Discovery questions
Ask these questions during the walkthrough and capture the prospect's answers below. This helps tailor your proposal.
Scope notes
Step 4 of 7 — Choose the right package for this prospect. Selection carries forward to the estimate.
Prospect: —
Select one package — click to choose. Pricing is per month based on up to 2,500 sq ft standard office. Larger spaces are adjusted in the estimate.
Add-on services
Step 5 of 7 — All fields auto-filled from previous steps. Adjust and finalize your quote.
Proposal details
Services included
Estimate summary
Labor base / visit—
Frequency—
Weekly rate—
Add-ons$0
Monthly total$0
Per visit: — | Annual: —
Step 6 of 7 — All fields auto-filled from previous steps. Review, adjust, and save.
Contract details
Contract preview
Helping Hands Pros
Commercial Cleaning Service Agreement
Parties
Provider: Helping Hands Pros, Buford, GA
Client: —
Address: —
Term
Start: — · Length: —
Rate & frequency
— · —/mo
Scope
—
Terms
Payment due within 15 days of invoice. 30-day written notice to cancel. HHP carries general liability insurance.
Client signature
Signature & date
Helping Hands Pros
Authorized & date
Step 7 of 7 — Client is active! Schedule their recurring jobs and track service delivery.
Active client
Schedule first job
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