Cleaning quote software and cleaning bidding software, with janitorial bidding software and janitorial proposal software: what a quoting tool has to compute before the document it produces is worth sending

Updated

Most quoting tools are document builders. They take a number you have already decided and make it look professional, which is useful and is not the difficult part. The difficult part is the number, and it has an arithmetic that quoting software usually leaves to the user: paid hours across the crew rather than the length of the visit, a wage carrying the employer's costs, the supplies actually consumed, the travel you pay for, and a margin applied so that it survives the card fee instead of being eaten by it.

Paid hours, and the mistake in asking for duration

Two cleaners for three hours is six paid hours. A tool that asks how long the visit takes and multiplies by an hourly rate is asking the wrong question and will understate every job by the crew size. If the product cannot hold a crew size on the quote, it cannot cost the work, and every document it produces is confidently optimistic.

Margin by division, not by markup

Adding 35% to a $186 cost gives $251, which leaves a margin of 26%. Dividing by 0.65 gives $286 before card fees, which leaves 35%. Quoting tools that offer a markup field labelled margin bake that gap into every quote, and it compounds when the processing fee comes off the same side. Check which operation the product performs before you trust its output.

What a bid keeps for later

A quote is the argument for a price and the argument is what you need in a year. Store the inputs beside the document and a review is an edit; store the total alone and it is a fresh guess. This is the whole reason to keep quotes in a system rather than a folder of PDFs.

Questions people ask about cleaning quote software

Is quoting software worth it for a small business?

The document is not; the arithmetic and the record are. If you quote a few jobs a month from a sheet you trust, keep doing that.

Should the quote show the customer my hours?

Usually not. Sell a price for an outcome. The hours are how you arrived at it.

What is the difference between a quote and a bid?

Mostly the market. Commercial work calls it a bid and often runs to a specification and a term; residential calls it a quote. The arithmetic underneath is the same.

Sources

Related answers

Keep this price against the customer it belongs toStart Sudslane Pro, $39 a month