After a client accepts a quote it sits under Accepted on the Quotes board, in one of these groups:
| Group | Meaning | What you do |
|---|---|---|
| Waiting for client's onboarding form | The client hasn't finished their details (access, pets, parking) | Nothing yet, or send a reminder |
| Ready to book | Everything needed is in | Book the first clean |
| Needs a card | Your payment rules need a saved card first | Send the card link, or book without a card |
Ready-to-book quotes also appear in the Schedule's To assign tray.
Book the first clean
- Open the quote from Sales → Accepted → Ready to book.
- The Move this client into service panel shows the steps: Accepted ✓, Onboarded ✓, Schedule, Assign.
- Choose Schedule first clean →. The Book first clean window opens with the client, service and agreed price already filled in.
- Pick the Date and Start time, choose the cleaner or Assign cleaners later, and choose Create job. See Book a job for each step.
What happens next
- The job appears on the Schedule. If it has a repeat (weekly, fortnightly…), the next clean is created after each one is completed.
- If the client needs a card first, see "Card needed" when booking.