ClearVue

Cleaning Solutions

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ClearVue

Cleaning Solutions

Business

One-time value

$0

0 customers

Recurring (ARR)

$0

0 plan customers

Book of business

$0

Per year · not earned revenue

Overdue

0

Due this month

0

Total customers

0

Sort

Overdue Due soon Scheduled No date

—

Jobs

Every scheduled and completed job

Revenue

Cleaned revenue and what each person is paid

Invoices

All invoices sent to customers

Quotes

Estimates sent to prospective customers

Team

Manage salespeople and technicians

Reminders

Text customers before their next visit

Show customers due within

Show

Message templates

Customize the reminder text. Use these placeholders and they'll be filled in automatically for each customer:

{name}{service}{date}{days}{business}

Upcoming reminder

Overdue reminder

Business name

Reschedule

Reschedule visit

New service date

New job

New job

Customer

New customer

Date

Price

Arrival time

Service type

Assign technician

This job is already completed

Advance next service date by the customer's plan interval

Customer

New customer

Contact

Name

Phone

Address

Service

Services

Price

Service plan

Schedule

Sold By

Notes

Delete this customer?

This action cannot be undone.

Job

—

New Invoice

Create Invoice

Customer

Service Details

Service Date

Amount

Payment Due

Services

Service Description

Send Timing

Send now Job is complete — send invoice immediately Save as draft Hold invoice — send when job is done

Preview

Invoice Preview

New Quote

Create Quote

Customer

Or quote a new prospect (name)

Phone

Address

Quote Details

Quote Date

Amount

Valid Until

Services

Scope / Description

Send Timing

Send now Text the quote PDF to the customer Save as draft Hold it — send after you walk the property

Preview

Quote Preview

Service Agreement

Build the agreement

Customer

Name

Phone

Start date

Address

Services

Price for this house

Standard price per visit

Plan

Quarterly — every 3 months $100 off every clean Bi-annual — twice a year $50 off every clean Annual — once a year $25 off the clean One-time clean No discount, no commitment

Scope wording

Agreement

Customer

Property

Plan

Terms

Sign here

Sign with your finger

Full name

I have read and agree to these terms, and I consent to signing electronically. A copy will be sent to me.

Signed

Service Agreement

Team

Add team member

They'll get an email to set their password and join your team.

Role

Their name

Their email

Must be a real email — they'll use it to sign in.

ClearVue

See the difference.

0Overdue

0Due Soon

$0YTD Rev

0Customers