Help Articles
Short searchable Videos
Home screen after creating your 1st proposal
Edit Compensation in the proposal
Reset Password
Calculator Math
How to cancel your subscription.
How to remove area stats or room count from the proposal
How do I sign a Proposal? How do I sign the proposal? How does my client/prospect sign the proposal?
How to change or update my credit card
How do I change my email address? I entered the wrong email address, how do I change it?
How do I print my proposal? How does my client print my proposal?
How to edit the prospect's name. How to change information about your prospect. How to edit the address of my prospect. How to edit Prospects email address.
The client did not receive my email or Proposal.
How do I use the app for a Walkthrough? How do we use the walkthrough wizard
How to save my proposal? I don't see where to save my proposal.
How to edit an existing proposal. How to find a proposal I have started.
How to Add Clean Proposals To My Home Screen on My Mobile Device. Downloading Clean Proposals From the App/Play Store
How do I see when my proposal has been opened? How do I track my sent proposals?
How to embed images, links, and videos. How do I add videos or pictures to my proposal?
How to delete a project
How do I Select the facility type from residential to commercial or select a facility type?
Insurance Document
Browser Hard refresh
Edit the Legal section of the proposal
How to edit Agreement
How do I change or add my logo?
How to Edit Cover Letter
Modify Final Proposal overview
How to add my own documents
How to use a template that I have created. How do I delete a template?
Proposal Templates Overview
How to Create PDF
Receiving Proposals
How to Send a Proposal
How to Change the Cover Page or Theme of your proposal. How do I change the proposal image
Finalize Proposal scrolling
How to delete a Proposal
Edit Name or Frequency of a Proposal
The calculator is not retaining numbers
Pricing Special Projects
What you are charging per Sq. FT.
Adding Sales Tax in the calculator
Just entering a Price in the calculator
Charging by Sq. Ft.
Charging a Flat Rate in the Calculator
How to use the calculator
Special Projects
How to add a Custom Cleaning Task
Reorder cleaning tasks in step 1
How to change the frequency of a cleaning task
How to edit cleaning tasks in step 1
How to add square footage to an area in step 1
How to add & remove floor types
How to make a copy of an area in step 1
How to add photos and notes in an area card
How to edit a name of an area in step 1
Add or Remove areas
Edit Name and Frequency of a Proposal
Time and Square footage
Area Builder (Step 1) Overview
Create your first Proposal
How to edit the text/fonts in the proposal
How to delete a project
How to send a personal message with the proposal
The PDF is not downloading on my PC.
Where do I change, update, or write my Tagline/Slogan?
How to create proposals, and bids for student housing or apartments.
How to delete or remove Sections and Subsections from your proposal
How to duplicate a Proposal
How to delete, embed, or add videos to my proposal.