Create Move In/Out Bid
A move in/out bid is priced by layout rather than by building. You tell CleanGuru which unit types the property has, give each one its square footage, and it prices every layout separately so you can quote a whole complex from one bid.
Start the Bid
Open the Move In/Out bids screen
In the top navigation bar, hover Bids and choose Move In/Out.
Hover Bids in the top navigation bar and choose Move In/Out.
Start a new bid
Click the green New Bid button at the top left.
Fill in the bid details
Pick Prospect or Customer and select the name, type a name in the Bid box, and choose the property Type — Apartment, Condo or Home.
Add the layouts
Choose a unit type from the Layouts dropdown and click Add. Repeat for every layout in the property; each one is listed under the dropdown as you add it.
The New Bid dialog: the prospect or customer, a bid name, the property type, and the unit layouts you add one at a time.
Create the bid
Click Create.
Enter Each Layout’s Square Footage
Open the Layouts tab
Click Layouts, then choose Express in the Enter Measurements box. Manual lets you measure room by room instead.
Express lists every layout you added. Give each one a square footage and check its floor type.
Enter the square footage
Type each layout's square footage in the Sq Ft column and check the Floor and Type columns beside it. Select layout... plus Add brings in a layout you missed. Click Enter.
Check the totals
The Layouts tab now lists each layout and totals it by floor type. Re-enter reopens the measurement box if you want to start again.
Once the measurements are applied, the Layouts tab lists each layout and totals it by floor type.
Check the Work Specifications
Open the task list
On the Layouts tab, click the green Options button below the layout list.
Adjust the task list
Each layout has its own task list, and Other Requirements at the bottom of the sidebar holds anything that applies to the whole job. Use Add Task to add your own and Add Layout to add another unit type, then click Go Back.
Each layout has its own task list, with Add Task for anything you want to add.
Price the Job
Open the Price tab
Click Price. Each layout gets a row showing Sq Ft, Difficulty, Expectations, Inside Panes, Stove, Fridge and a suggested Price range.
Set the pricing factors
Enter your hourly rate in Wage $ and how many units you expect to turn in Units/mo, adjust the dropdowns and extras for each layout, then click Recalculate.
On the Price tab, wage, units per month, difficulty, expectations and the appliance extras drive the recommended range for each layout.
Enter your price
CleanGuru has already written a description for each layout. Type your figure into the Price box, choose $ or ¢ and /visit or /sq ft, then click Save. To reword a line, click the icon to its left to pick a standard description, or type your own.
The Description, Price and Per table. Each description is written for you, and the icon at its left opens CleanGuru’s standard descriptions.
Build the Proposal
Choose what the proposal contains
Click Proposal, then tick what to include — Proposal, Measurement Summary and Work Specifications.
The Proposal tab: tick the documents you want, with Combine and Options at the top right.
Open the section options
Click Options at the top right of the Proposal tab.
The proposal Options screen: the section list on the left, the selected section’s wording on the right, Do not use at its top right, and the Page Numbers toggle above Save.
Reword or drop a section
Pick a section in the list on the left — Cover Page, Cover Letter, General, Compensation through to References — to change its wording, or tick Do not use to leave it out of this proposal. Page Numbers switches page numbering on and off. Click the green Save, then Go Back to return to the Proposal tab.
Preview the proposal
Click Preview.
Review and send
Page through the document — it carries a price for every layout and its task list — then click Print or Email at the top, or Go Back to keep editing.
The proposal opens on its cover page, carrying your company details and logo.
That is a complete move in/out bid: every layout measured, its task list set and priced, packaged as one proposal. Because the price is per layout, a property manager can see exactly what each unit type costs to turn.
FAQ
What is a layout?
A unit type — 1 Bedroom 1 Bath, 2 Bedroom 2 Bath, and so on. CleanGuru measures, specifies and prices each layout separately, so one bid can cover a whole complex.
Can I add a layout after the bid is created?
Yes, but not through the Express box — that only opens while a bid still has no measurements, so it will not reappear once you have entered them. Go to the Layouts tab, click the green Options button, then click Add Layout in the sidebar.
What is Units/mo for?
It is how many units you expect to turn in a month, which CleanGuru uses in working out the recommended price.
What are Inside Panes, Stove and Fridge?
Extras that add time to a turn. Ticking them, or raising the number of inside panes, raises the recommended price for that layout.
Do move in/out bids include marketing highlights?
No. System Highlights and Service Highlights belong to the janitorial module only. A move in/out proposal offers Proposal, Measurement Summary and Work Specifications.
Where do requirements that apply to the whole property go?
Under Other Requirements at the bottom of the layout sidebar on the work specifications screen.
Can I change the wording of a price description?
Yes. CleanGuru fills each line in for you. Click the icon to the left of a description to choose from its standard descriptions, or click into the box and type your own.