Cleaning quotation software

Capture the enquiry once and keep the sales process moving

KleanFlo helps cleaning companies turn a new survey request into linked prospect, quotation, calendar, staff notification, and mobile survey records without retyping the same information.

ProspectsQuotesSurvey booking
KleanFlo new survey request quotation workflow preview
1

Log the request

Capture lead, site, survey date, notes, and prospect details in one clean request flow.

2

Create linked records

The request supports the prospect, quotation, calendar activity, staff alert, and mobile survey workflow.

3

Reduce rekeying

Information entered at the start carries through the sales process, reducing missed details and admin time.

From first call to quote

Most cleaning companies run enquiries, survey bookings, quotes, and notifications manually. KleanFlo keeps the workflow connected.

  • Prospect and contact capture
  • Survey appointment booking
  • Quotation record creation
  • Staff notification and mobile survey access

Related KleanFlo pages

Quotations connect with scheduling, customer records, one-off jobs, and contract setup.

Ready to make sales admin cleaner?

Capture new work once and keep the prospect, quote, survey, and staff activity connected.

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