The crew job sheet
When an estimate is accepted (online, or saved as Accepted in the app) a job sheet is made for the crew. It shows The Price: each line and the total the customer was quoted, unless the company turned off Techs See Prices (Settings → Team). It also says whether the tech may change the price on site (see Price changes on site).
- Techs see every job on the Jobs tab.
- Everyone else sees them on the customer's screen under Crew Job Sheets.
What's on it
- The address (tap for directions), parking, and the site contact (tap to call).
- Getting In: door, lock box and garage codes (tap to reveal) and entry notes.
- What We're Cleaning: each area with its service and size, any line notes, and the maintenance plan visits if the customer took the plan. Sizes from a phone call are marked phone estimate — not measured.
- Crew Notes, Room by Room: notes marked Crew or Customer on each room, in the order the rooms were measured. Hazards show in red.
- Spots & Stains: every stain, pet spot, damage or other mark drawn on the floor, with its room (see below).
- Stairs and seating counts, and links to the floor plans and photos.
- How the customer was asked to prepare, and what's not included.
Spots & Stains: after cleaning
Once you've treated the spots, tap Mark next to each one and pick what happened:
| Result | What it means |
|---|---|
| Gone | It came out. The spot is drawn faint on the floor plan and drops off future job sheets, but the record stays. (Damage: Fixed.) |
| Lighter, Not Gone | Better, but still visible. |
| Didn't Come Out | Treated, no change. It stays on the plan so the next estimate can set expectations. |
| Not Treated | Skipped: the customer declined, or it wasn't in the scope. |
Tap Mark (or Change) again to Add a Note ("Rust — told the customer it's permanent"), Clear Result, or Delete Spot for one that was marked by mistake. Each result shows who set it and the day.
Estimators see the same choices under After cleaning when they tap a spot in the Floor Surfaces editor, and on the office web page next to each mark on the room's page.
Keeping it current
The job sheet updates every time the accepted estimate is saved. Change a room or a service, save, and the crew sees the change.