Owners
See revenue, close rate, schedule health, crew output, and the work that needs intervention.
CleanEstimate Pro gives owners, office staff, sales reps, managers, and technicians one mobile app that changes with the job each person is responsible for.
Included with CleanEstimate Pro. No separate field-app subscription.
THE RIGHT STARTING POINT
The app opens to the priorities of the person holding the phone instead of forcing every role through the same dashboard.
See revenue, close rate, schedule health, crew output, and the work that needs intervention.
Approve pricing exceptions, reassign estimates, manage queues, and keep sales and production moving.
Open the day’s agenda, contact leads, build estimates, collect signatures, and manage follow-up.
See assigned truck work, route order, scope, checklists, notes, photos, and job status.
Good morning, Dave
Lancaster crew
Next up
1847 Oak Valley Dr
8:30 AM · Truck 1 · House wash
Six tabs, and the contents change with who signs in. A technician opens straight to the jobs on the schedule. A rep opens to the agenda and hot follow-ups. An owner opens to revenue and close rate. Same app, different job.
| Owner | Whole workspace, revenue, close rate, crew and rep performance |
|---|---|
| Manager | Team numbers, below floor approvals, territories, estimate reassignment |
| Sales rep | Today's agenda, hot follow-ups, personal pipeline, quoting |
| Technician | Today's jobs, route, scope, checklists, photo proof |
Quotes save on the device first and sync when service comes back. Your rep in a basement or out past the treeline keeps working.
Download the assigned territory, run a tracked shift, knock doors offline, write the estimate on the porch, and collect a verified signature. Results sync when you are back on data.
Clock in and out, submit timecards, set availability, and see commission or performance pay when that pay method applies to that worker.
Checklists, field notes, and before and after photos attach to the job, so quality control and the customer both see what happened.
BUILT FOR REAL FIELD CONDITIONS
The mobile workflow keeps the next decision, next stop, and required proof close at hand.
Quotes, canvassing activity, and field updates save locally and sync when service returns.
Crews see the next stop in order while the office sees drive time, mileage, and daily truck revenue.
Job details, notes, checklists, and approval requirements travel with the work.
Before and after photos attach directly to the job for the office and customer record.
Clock in, submit time, set availability, and surface commission or performance pay when applicable.
The navigation and data change with the signed-in role, so each person starts with the work they own.
Give sales, office, and field teams one shared record from first lead to final payment.