Carpet cleaning is priced in units the customer already understands: rooms, stairs, a three seat sofa. What goes wrong is the extras. The protector, the stain work and the third bedroom that was not mentioned on the phone all get done, and then get quietly absorbed into the price that was agreed for something smaller.
These go in your price book once, with your own prices against them. After that a line is one tap: the item, the description, the unit and the price fill themselves, and the totals resolve underneath.
| Line | Unit |
|---|---|
| Room clean | each |
| Stairs and landing | each |
| Rug clean | each |
| Upholstery, three seat | each |
| Stain treatment | each |
| Protector application | room |
| Minimum charge | each |
Prices are yours. Invoice Koi ships a handful of round placeholder lines to start from and never fills your book with figures you did not set.
Each one is a price-book line with its own unit, so a quote is picking what is being cleaned rather than adding up in your head on somebody's landing.
Group the treatment work under its own heading with its own subtotal. A customer who can see what the stain work cost is a customer who has been charged for it.
Send the estimate before the visit and convert it to an invoice when the work is done, editing the lines for what was actually cleaned rather than what was described.
Keep the minimum as its own price-book line and use it when the job is under it. It prints as a line the customer can see, not as a total that looks arbitrary.
Build the estimate from the price book with the pieces as lines, send the PDF, and convert it once they agree. What changes on the day is edited before the invoice goes out.
Pictures can be attached to a document, and receipts you photograph are filed as expenses. Both stay on the phone with the rest of the record.
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