Cleaning Services ERP for Quotes & Site Handoffs
Make area and supervisor charges easy to review.
Quote floor cleaning by square meter, internal glass by area and supervisor attendance by hour. The proposal shows the distinct rates and line totals behind the move-in clean. Review the agreed quantities with the office client so that both sides understand which spaces and services are included.
Choose the settings for the shared proposal.
Prepare the cleaning proposal for client review with a chosen language, link expiry and optional signature request. Keep the reference and client visible while reviewing the native sharing controls. The example lets your team try different settings for the same measured cleaning scope before an actual proposal is shared.
Give the supervisor clear preparation and review tasks.
Assign room-clearance confirmation, glass-access briefing and the client walk-through as separate actions. Open task details to read the instruction, priority and due date. The supervisor and cleaning team perform the work, then update the board so the office can see which follow-ups still need attention.
Keep the agreed quantities visible on the invoice.
Inspect the floor area, glass area and supervisor hours on the standard cleaning invoice. Units, rates and totals keep the agreed charges understandable for the client. Review the invoice reference, date and amount alongside the service details when discussing the bill for the move-in office clean.
Clarify the scope of the next clean.
Cleaning Services ERP: Quotes, Tasks & Invoices | DNA
- Explore cleaning service work in DNA ERP. Quote a measured office clean, review sharing settings, assign supervisor tasks and inspect an itemized service invoice.
- Utilize structured and semi-structured data storage
- Analyze data using graph, spatial, and machine learning engines
- Start with the basic trial using sample data; no set-up required
