Commercial Cleaning Quote Automation System
Capture cleaning enquiries, collect missing information, calculate pricing, and generate customer-ready quotations automatically.
A ready-to-use InfoLobby template for managing commercial cleaning enquiries and turning them into customer-ready quotations.
The system takes an enquiry from initial website submission through information collection, pricing and quotation generation reducing manual data entry and speeding up the quoting process.
What This App Pack Does
- Capture new cleaning enquiries through a public web form
- Store enquiry and customer information in one place
- Detect when information required for a quote is missing
- Send customers a link to complete missing details
- Calculate cleaning prices using configurable pricing rules
- Convert quote-ready enquiries into quotations
- Generate customer-ready quotations
- Keep enquiry, customer and quotation records connected
Included Tables
The App Pack contains 4 connected tables for managing the quoting process, including:
- Inquiries — incoming cleaning enquiries and site requirements
- Customers — customer and company records
- Quotations — quote details, pricing inputs and calculated values
- Company Settings — company information and configurable quotation/pricing settings
Included Flows
Check if information is required
Checks whether the enquiry contains the information needed to prepare a quote.Convert Inquiry to Quote
Moves quote-ready enquiry information into the quotation process.Send Quote for Ready Inquiries
Sends the completed quotation when the enquiry is ready.Create Quotation
Creates and calculates the quotation using the enquiry details and configured pricing settings.
Included Web Forms
Request a Cleaning Quote
A public form customers can use to submit a new commercial cleaning enquiry.
Complete Your Cleaning Quote
An edit form customers can use to provide missing information without submitting another enquiry.
Configurable Pricing
The Company Settings table allows you to adjust the pricing assumptions used by the quotation system, including:
- Productivity rates by premises type
- Labour cost per hour
- Toilet and kitchen/break-room cleaning time
- Supplies percentage
- Target margin
- Weeks per month
- Quote validity and payment terms
This means the template can be adapted to your own cleaning company's pricing model without rebuilding the automation.
Typical Workflow
Website Enquiry → Information Check → Missing Details (if required) → Quote Calculation → Quotation → Customer
Use the App Pack as a starting point and customise the fields, pricing assumptions, forms and flows to match your own commercial cleaning business.