🧩 1. Estimate Setup Section

(Top portion — “Estimate name,” “Description/notes,” “Location”)

  • Estimate Name:
    Text field to name your job (e.g., Final Clean – Google Office Project).
  • Description/Notes:
    Space for adding job-specific details — like constraints, special requests, or inclusions/exclusions.
  • Country & State/Province:
    Sets location for regional pricing factors (e.g., California has higher labor multipliers).
  • Auto from [State]:
    Checkbox that automatically fills in local multipliers and rates based on the selected state.

🏢 2. Project Section

  • Project Type:
    Dropdown to classify the project (Corporate, Residential, Healthcare, etc.).
    Each type changes productivity and pricing factors.
  • Total Area (ft²):
    Total cleanable area of the project. Used to calculate total cost.
  • Levels/Stories:
    Building height — affects access costs and productivity.
  • Use detailed per-building sizes:
    Optional setting to break a large project into multiple buildings or sections.

🔄 3. Phases Section

  • Phase Count:
    How many phases (e.g., Rough, Final, Fluff).
    Each phase can represent a different cleaning stage.
  • Single Phase Type:
    Select Rough Clean, Final Clean, or Fluff Clean.
    The percentages (0–100%) define how the total work is divided between phases.
  • Passes:
    How many times the crew will perform that phase.
    (e.g., 2 passes of Final Clean = 2 rounds of cleaning.)
  • Phase Details Box:
    Shows breakdown of hours, cost, and per-pass cost for that specific phase.

⚙️ 4. Operations & Pricing Section

  • Labor Rate (USD/hr):
    The hourly pay rate per worker.
  • Crew Size:
    Number of cleaners used (affects productivity and hours).
  • National Base (seed):
    The base cleaning rate per ft² before applying any multipliers.
  • Effective Rate ($/ft²):
    Shows final rate after applying:
    • Location Multiplier (Loc) – cost of living or regional adjustment
    • Type Multiplier (Type) – complexity for that building type
    • Phase Multiplier (Phase) – phase-specific adjustments
  • Special Labor Requirements:
    Options to include Davis-Bacon or Union labor rates, which increase cost per local wage laws.

🕒 5. Time & Material (T&M) Section

  • Bill Rate (USD/hr):
    Hourly rate for T&M jobs.
  • T&M Total:
    Auto-calculated total = (hours × rate) + add-ons.
  • Override hours manually:
    Lets user input hours directly instead of using system-calculated productivity.
  • Calculation Details:
    Displays all applied multipliers (Location, Type, Phase, Level).
  • Productivity (m²/hr):
    How fast the crew works for each cleaning type.
  • Auto visits from phases/days:
    Automatically includes the correct number of site visits based on project duration.
    Travel cost ($23/visit) is added only after the first 2 visits.

🪟 6. Windows Section

  • Add to bid:
    Toggle to include window cleaning in the bid.
  • Mode:
    Determines how window panes are calculated (auto by area or manual entry).
  • Panes / 1000 ft²:
    Pane density — number of windows expected per 1,000 ft² of building area.
  • Price per pane:
    Cost per individual window.
  • Pane Calculation Details:
    Shows formula used (e.g., 15,000 ft² × 4 panes/1,000 ft² = 60 panes × $5 = $300).

🏗️ 7. Lift Equipment Section

  • Include lift:
    Option to add lift equipment rental if needed for window access or high ceilings.
  • Daily cost / Days needed:
    Fields to set rental cost and duration.
  • Suggested daily rate:
    Auto-suggested rate for that state (e.g., $365/day for California).

🛏️ 8. Simple Rooms / Units Section

  • Add to bid:
    Adds a per-room calculation for simpler projects like hotels, apartments, or dorms.
  • Units × Rate / Baths × Rate:
    Quick multiplier for pricing cleaning by number of units and bathrooms.
  • Suggested:
    Pre-filled reference rates (e.g., $240 per unit, $60 per bath).

🏘️ 9. Units Mix Section

  • Add to bid:
    Enables detailed residential pricing by unit type (studio, 1BR, 2BR, etc.).
  • Columns:
    • Type: Unit type
    • Sqft: Average size
    • Base: Base rate for cleaning that unit
    • /Bath: Additional per-bath rate
    • 1-Bath / 2-Bath / 3-Bath: Unit count per type
    • Total: Auto-calculated cost for each unit type.

💰 10. Recurring Janitorial Section

  • Apply basis:
    Frequency of billing — Monthly, Weekly, etc.
  • Supplies %:
    Adds supply cost as a percentage of labor (e.g., 5%).
  • Totals (Per-visit, Weekly, Monthly, Annual):
    Displays different billing intervals for the same job.

📊 11. Proposal Export Data Section

This section shows what will appear in the proposal:

  • Selected Bid Amount:
    The final price chosen (e.g., $6,950).
  • Project Details:
    Type, Location, and Area.
  • Pricing Methods:
    Offers 3 pricing models:
    • Market-Win: Lowest profit margin to win competitive bids.
    • Lean: Balanced margin for steady work (default for most bids).
    • Profit-Heavy: Higher margin for complex or high-risk work.

📉 12. Cost Breakdown Section

  • Core Phases:
    Labor and equipment cost per cleaning phase.
  • Effective ft² seed:
    Total cost derived from ft² rate × area.
  • Sum:
    The final total for the selected pricing method.
  • Phase Breakdown:
    Lists total rough, final, and fluff hours for transparency.

💾 13. Actions

At the bottom:

  • Save Estimate:
    Saves the calculation internally.
  • Save Estimate & Create Proposal:
    Generates a ready-to-send proposal with the same numbers.