Preflight Cleaning Pro · Help
Estimating

Rooms and scans on the office web page

Open a customer and the Scans, Floor Plans & Blueprints folder. Click a room's name to open it, or + Add Room to type one in.

What you see

Reshape the floor

Click Reshape Floor:

The area follows the new shape. The scanned number is kept as measured, the same as reshaping in the app.

Floors with divider lines (where carpet meets tile, say) reshape here too. The lines stay put; an end that's a little short of the new wall still reaches it (within about 16 inches), and each surface region follows its section, with its area recalculated. If a corner move leaves a region with no section, a warning names it — Undo or move the corner back and it returns.

Divide the floor (carpet meets tile)

Click Divide Floor, then click a wall and click across to the other wall where one surface meets the other. The line runs square to the walls (hold Shift for any angle) and finishes when it reaches a wall. For a bent line, click the corners along the way, then the wall (or Finish Line).

Each section gets a number. Under Sections, pick its surface: Same as the floor uses the floor's surface, or pick Carpet, Tile and so on. The area of each section is worked out from the drawing. Set its pile, grout, traffic and soil in the Floor Area card (it's listed as a surface region). Line 1 ✕ removes a line. By surface under the floor shows the split, like Carpet 455 sq ft · Tile 191 sq ft, the same split the app prices from.

Mark an area

Click Mark Area and pick what it is: Stains, Traffic, Pet / odor, Damage, Other, Different surface (a tile entry or a rug: pick the surface) or Blank (no charge), which comes off the room's square feet. For stains, traffic, pet and damage, pick how heavy or how bad.

Marks show on the plan, are listed under Marked on the floor (✕ removes one), and show in the app too.

Change the measurements

Click Save Room. The app and the web floor plans show the change right away.

Rooms scanned before floor outlines were saved are drawn straight from the scan file (walls, doors, windows); Reshape Floor starts from the scan's floor. If a room says it hasn't uploaded yet, open the app on the phone that scanned it with a good connection and let the blue uploading bar finish.

Delete removes the room; estimates already made keep their lines.

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 cleaningsFloor plans, blueprints and maps on the webResults — speed to proposal and close rateTrace rooms from a blueprint, and arrange rooms on a computerWalkthrough 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