Everything you need to estimate, quote, and run your business.
One platform for estimating, operations, payments, and growth.
Instant Property Data
Type an address and CleanEstimate Pro pulls the property data automatically. No measuring, no Googling, no manual data entry. Works across all modules.
Auto-pull property data from any address
Enter any U.S. address and pull square footage, siding type, number of stories, lot size, and building footprint in seconds. No manual measurements or site visits for initial quotes.
Works for residential, commercial, and multi-property portfolios
The same property data engine powers every module. One address lookup feeds residential estimates, commercial building quotes, and fleet location data.
No measuring, no Googling, no manual data entry
Siding type detection, story count, and lot dimensions all pull automatically. Your per-surface pricing loads without guesswork or manual overrides.
Data populates the estimate automatically
Property data flows directly into the estimate form. Square footage, surface type, height multiplier, and lot data are pre-filled so you can review and send in seconds.
Admin Portal & Default Pricing
Set your rates once in the admin portal. Every estimate your team creates uses your pricing, your margins, and your rules.
Set per-surface-type rates for every service once
Configure different rates for vinyl, brick, stucco, concrete, and wood siding. When a property's siding type is detected, the correct rate loads automatically.
Every estimate loads YOUR pricing automatically
Team members inherit your default rates. No one on your crew can accidentally underprice a job. Your pricing rules are the starting point for every estimate.
Configure margin targets, crew rates, add-on pricing
Define your target margin percentage, hourly crew rate, chemical costs, and material markup. Labor costs and true profit margins calculate automatically on every estimate.
New team members generate accurate estimates on day one
Invite estimators, crew leads, and office staff. They inherit your full pricing configuration immediately. Color-coded margin badges confirm every estimate meets your targets.
Estimating
Build estimates fast with surface selection, condition modifiers, and real-time margin visibility on every job.
Surface selection and condition modifiers
Select which surfaces to include — house wash, driveway, deck, patio, fence, sidewalk, roof. Adjust for soiling level, access difficulty, and surface condition with multiplier-based modifiers.
Multiple pricing methods (sqft, daily rate, flat price)
Price by square foot, linear foot, per unit, or flat rate depending on the surface and service type. The estimator supports all four methods across every module.
Real-time margin calculator with color-coded badges
As you build the estimate, the margin calculator updates live. Green means on-target. Yellow means review. Red means below threshold. You see true profit before you send.
Multi-property / portfolio quoting
For commercial clients with multiple locations, build a portfolio estimate covering all properties. Volume discounts apply automatically based on your admin settings.
Configurable Add-On Services
Add unlimited upsell services to every estimate. Configured in your admin portal, available with one tap during estimating.
Configure unlimited add-on services in admin portal
Window cleaning, gutter cleaning, roof washing, deck staining, fence staining, concrete sealing — create as many add-on services as your business offers. No limits.
Set pricing per unit (per pane, per foot, per sqft, flat)
Each add-on has its own pricing method. Price window cleaning per pane, gutters per linear foot, deck work per square foot, or use a flat rate. Configured once in the admin portal.
Add-ons appear as one-tap upsells on any estimate
While building an estimate, your configured add-ons appear as toggle options. Turn them on and the pricing adds to the total instantly. No mental math, no missed upsells.
Create, edit, and deactivate add-ons anytime
Add new services, update pricing, or deactivate seasonal offerings from the admin portal. Changes apply to new estimates immediately. Existing estimates are not affected.
Proposals & Documents
Generate branded PDFs, collect e-signatures, track proposal status, and send estimates via email or SMS.
Branded PDF generation (your logo, your colors)
Every estimate generates a professional PDF with your company logo, colors, terms, and contact information. Looks like you hired a designer — takes less than a second to generate.
E-signature capture
Customers sign estimates electronically. No printing, scanning, or chasing paper. The signed document is stored and linked to the estimate automatically.
Proposal status tracking (Draft, Sent, Viewed, Accepted)
Know when a customer opens your proposal, how long they view it, and whether they've signed. Follow up at the right moment instead of guessing.
Download, email, or share via link
Send estimates via email or SMS directly from the app. Customers receive a branded link to view, approve, and sign without downloading anything.
Sales Pipeline
Track every deal from lead to closed on a visual kanban board with automated follow-ups and stage-based revenue forecasting.
Kanban board for commercial deals
See every deal on a drag-and-drop board. Columns for Lead, Quoted, Follow-Up, Negotiation, Won, and Lost. Move deals between stages with a drag.
Auto-stage transitions
When you send an estimate the deal moves to Quoted automatically. When the customer signs it moves to Won. Stages update without manual entry.
Stale deal alerts and follow-up reminders
Set follow-up reminders by stage. Quoted deals get a reminder at 3 days. Negotiation deals at 1 day. Never lose a deal because you forgot to follow up.
Pipeline value by stage
See total revenue by stage — how much is in Quoted, in Negotiation, and Won. Forecast your month and quarter based on real pipeline data.
Customer Portal
Give every customer a branded self-service portal where they can view estimates, pay online, submit referrals, and request new quotes.
Branded portal per organization
Each organization gets a custom-branded portal with your logo and colors. Customers access it at a unique URL and see only their own estimates and invoices.
Online payments via Stripe
Customers pay invoices directly through the portal using Stripe. Payment status updates automatically in your admin dashboard — no manual reconciliation.
Referral program with tracking
Customers can share referral links from the portal. Track who referred whom and credit referrals automatically. Turn happy customers into a growth engine.
Estimate request forms
New leads can submit estimate requests through the portal. Requests appear in your admin dashboard for immediate follow-up — no lost leads from voicemails or missed calls.
Team Management
Invite your crew, assign roles, track performance, and manage territories — all from the admin portal.
Role-based access control (Owner, Manager, Sales Rep)
Owners see everything. Managers access estimates and team data. Sales reps see only their own estimates. Every role inherits your pricing automatically.
Team invitations via email
Send invitations with one click. New team members sign up, get assigned a role, and start generating estimates with your pricing configuration immediately.
Performance leaderboard
Track estimates sent, deals won, revenue generated, and close rates by team member. Know who your top performers are and where to focus coaching.
Territory assignment
Assign service areas and territories to team members. Ensure leads and estimates are routed to the right person based on location.
Analytics & Reporting
Revenue dashboards, service breakdowns, geographic heat maps, and sales cycle analytics — all built in.
6-month revenue trend dashboard
See monthly revenue over time with clear trend lines. Spot seasonal patterns, track growth, and compare month-over-month performance at a glance.
Service popularity breakdown
Know which services generate the most revenue and which are underperforming. Make informed decisions about pricing, marketing, and service offerings.
Geographic estimate heat maps
See where your estimates and won jobs are concentrated on a map. Identify high-value neighborhoods, underserved areas, and expansion opportunities.
Export to CSV and PDF
Export any report for your accountant, partner, or team meetings. CSV for spreadsheets, PDF for presentations. One-click export from any analytics view.
Communications Hub
A unified inbox for SMS and email across all your contacts. Track every conversation, follow up at the right time, and never miss a message.
Unified contact management
All contacts from estimates, proposals, and portal requests are aggregated in one place. Search, filter, and view full communication history per contact.
SMS and email from one inbox
Send and receive SMS messages and emails without switching apps. Every message is threaded by contact so you always have full context.
Communication timeline
See a chronological feed of all outbound and inbound communications — emails sent, SMS received, proposals viewed, payments made. Full customer journey visibility.
Marketing campaigns and win-back emails
Create email campaigns to re-engage past customers. Pre-built win-back templates and promotion tools help you drive repeat business without extra effort.
Operations
Scheduling, dispatch, messaging, invoicing, crew pay, and commissions that all stay connected to the estimate and client record.
Day, week, and month scheduling views
Drag jobs between days, assign crews, and see the board the same way your office actually runs the week.
Unified dispatch and customer communication
Scheduling confirmations, ETA notices, and invoice messages all tie back to the same client and job record.
One-click invoicing from completed jobs
Turn work into invoices quickly, send payment links, and track what is outstanding without leaving the platform.
Crew pay and commission tracking
Track payouts, rep earnings, and job-level economics without splitting the workflow across separate systems.
Mobile App
Build fleet and commercial proposals from the field. Camera integration, GPS address lookup, and offline-first data sync.
Fleet and commercial proposal builder
Create full fleet wash and commercial building proposals on your phone or tablet. Multi-step forms with line items, add-ons, and margin calculations — all on-site.
Camera integration for property photos
Take photos of the property and attach them directly to proposals. Visual documentation improves accuracy and builds customer trust.
GPS-enabled address lookup
Use your device's GPS to auto-detect the property address. Property data pulls automatically just like the web app — no typing required.
Offline-first with automatic sync
Create proposals even without cell service. Data syncs automatically when you reconnect. Never lose work because of spotty coverage on a job site.
Integrations
Connect CleanEstimate Pro to the tools you already use. Sync estimates, customers, jobs, and payments.
Workiz sync (pull clients, push jobs)
Sync won estimates to Workiz as jobs. Customer details, job notes, pricing, and scheduling data transfer automatically. No double entry.
Stripe payments
Generate payment links from estimates, accept payments through the customer portal, and track payment status — all powered by Stripe with no additional setup.
Native Campaign Automations
Use built-in campaigns and follow-up automations to trigger outreach from estimate status, pipeline stage, and customer history without a separate CRM.
More integrations coming
Housecall Pro, Jobber, ServiceTitan, and QuickBooks integrations are on the roadmap. Plus a webhook API for custom integrations with any system.
Ready to run your business from one platform?
Join the waitlist for early access and we'll let you know when onboarding opens.
Launching soon. We'll let you know when it's ready.
Launching soon. Join the waitlist for early access.