Preflight Cleaning Pro · Help
Estimating

Trace rooms from a blueprint, and arrange rooms on a computer

Trace rooms from a blueprint

Blueprints don't say the floor type or traffic, but they make square footage fast.

  1. On the customer's page, open the blueprint (Blueprints & Maps) and press Trace rooms.
  2. Set scale: click both ends of a dimension you know — a printed wall length or the scale bar — and type how long it really is.
  3. Trace corners: click each corner of a room. Click the first corner again (or press Enter) to finish. Hold Shift for straight lines; Backspace takes back a corner; Esc starts over. For a plain rectangle, use Box and click two opposite corners.
  4. Name the room, pick the floor and traffic, and Save room.

Each traced room is a real room: its square footage is on the customer's rooms, ready for an estimate, and it's drawn on a floor plan (Traced: …) with the blueprint underneath. Add floor details, notes and photos on the room later, in the app or here. Scroll to zoom; drag the sheet to move around.

If the blueprint is already lined up under a scanned plan in the app, traced rooms join that plan.

Arrange rooms on a computer

On Floor Plans, press Arrange rooms:

The scans themselves never change; only where each room sits on the plan.

More in Estimating

Add a customerStart an estimateChoose rooms and what gets cleanedHow the price is worked outStairs, upholstery, add-ons and other chargesService plansRecommended plans: the traffic surveyThe proposalSend it and get it acceptedQuickBooks from an estimatePhone quotes from the officeThe Estimates tabMultiple locations and repeat cleaningsBuilding an estimate on the office web pageScheduling estimate visits and cleaningsRooms and scans on the office web pageFloor plans, blueprints and maps on the webResults — speed to proposal and close rateWalkthrough notesSearch, estimate and invoice numbers, and cleaning up old estimatesSales — leads, follow-ups and activityPayment info on fileKey pickup reminders and the crew's BRING listDiscounts and automatic customer discountsPreferred service timeSchedule future cleaningsAir duct and dryer vent cleaningThe map, jobs by route, and customers nearbyFind a Time — the best times by driveFind and merge duplicate customersPO numbers, invoice fields and the Invoice SheetSame place, different customers (new owners, tenants, builders)Janitorial and house cleaningFill the Route — neighbors to call around booked jobs