Run the office.Move the crews.Close work anywhere.

No. Most operators start by running estimates through CleanEstimate Pro while the old system still handles the schedule, then move dispatch and invoicing over once the crew is comfortable. During a Workiz cutover there is a push service that sends estimates, jobs, and invoices across so you are not double entering.

Plan on about 15 minutes to enter company info, set your rates, and send a test estimate. Team invites take another few minutes each. The onboarding checklist walks the owner through it, and you get 14 days to run real work through it before you pay anything.

No. Monthly or annual, your choice, and annual is cheaper. You upgrade, downgrade, or cancel yourself from the billing page through Stripe. Downgrades take effect at the end of the cycle so you keep what you paid for.

That is the point of the price book. Set a base price, a per unit price, and a minimum for every service, then layer on surface and condition multipliers, package tiers, maintenance plan discounts, and your own custom line items. Add a Red Line floor per service and the software will not let a rep or an automated discount go under it.

CleanEstimate Pro is $30 per month or $300 per year. The holiday lights module is optional at $10 per month, $25 for a seasonal month, or $120 per year. Your checkout shows the current total before you confirm.

A technician signs in and sees today jobs first. Scope, sales notes, checklists, photos, and the route. They do not see your pricing, your margins, or the rest of the company numbers. What each role can open is controlled by permissions you set.

The mobile app is built for that. Quotes save on the device first and sync when the phone gets a connection. Canvassing works the same way: download the territory, knock doors offline, and the results upload when you are back on data.

Yes. Every report exports to CSV or a print ready file, and there is a public REST API with scoped keys plus signed webhooks if you want records flowing into something else you run.