Video transcription:

Just about to walk into the hotel for the second day of a cleaning deep dive: question is how accurate is your estimating process in your cleaning business? One of the things that we find when we look at a cleaning business when we want to set it up for success from day one is we want to have a standard offering of services so we’re gonna be looking at our deep clean or a top-to-bottom clean whatever you’re calling it. We’re gonna do our weekly, our bi-weekly, monthly and potentially a post construction or a move in or move out which are obviously significantly different services. As we basically create a standardized offering of services we want to clearly define what’s included and what’s not included in those services and then document them in our CRM or a Customer Relationship Management software, the software that we use predominantly is Service Autopilot and when we do that we’re gonna go in and set up these standardized services with an estimate description, what’s including the service what’s not included in the service now there’s several ways of tackling this and we’re gonna probably base this or you would base this on your business and how you actually want to create a standardized estimating system in your cleaning business. The three or four main ways that we find for success in a cleaning business to set this up is basing the service on a standard square foot range so a cleaner can clean say on a weekly or bi-weekly clean from 1 square foot up to maybe 1200 square feet and then each increment they’re after is a certain amount of time now this can include everything that’s included in the weekly clean or we can add some additional variables such as maybe going out and doing the fridge or the stove or different things that this client may add on such as linens. We can add in other variables too that are in the home such as the amount of living areas the amount of people that live in the home or the number of pets. Traditionally what we recommend is creating a standardized pricing metric on a production rate such as square footage and then we add additional variables on top of that and what that’s gonna do is give us a bottom line price for the actual cleaning based on that specific home or building so a price, a budget time and cost before profit and then this is gonna translate into basically a work order or a job that can be set up on a weekly, bi-weekly, tri weekly, every month whatever that looks like but once that’s set up now we’re gonna be tracking the start and stop times of those jobs and separately mobilization or drive time and why we’re gonna break the two up is specifically we can run reports now after we have several months of data to check your assumptions on your production rates for your cleaning teams and when we run those reports will have non-emotional data how many square feet that your team can clean. Now once we get into have a little bit more of an advanced situation we can have some qualifying questions so maybe it’s an initial deep clean or top-to-bottom clean depending what you call it in your business but we could have a fill factor and some additional variables such as in the number of bathrooms and that can basically be tracked in the CRM such as Service Autopilot and create a standardized estimating system based on the actual jobs that you’re outside of the drive time but we want to track that drive time mobilization because that’s an un-billable expense that needs to be accounted for in your pricing model and overhead recovery. The first thing we’re looking at is a square foot range with potentially some variables they’re gonna add on some metrics on that the next thing is gonna be a pricing matrix based on the size of room so your small medium and large rooms such as master baths regular baths all the different types of rooms and in addition that we can add those variables and again for linen changes number of pets number of people living in the room are we including a basement or not including the basement to clean these are things that we need to look at and dissect in a standardized process can be delegated to an office staff or even maybe a virtual assistant like Pink Callers so we’re looking at square foot range with some variables we’re looking at the size of room with some variables and then the next one we really dive into is a combination of the tool motion we’ve got square-foot ranges say one to a thousand square feet or maybe one to twelve hundred square feet with each size of room and then we would jump up to say 1,500 one square feet to say 2,200 square feet we’d have our small medium and large types rooms as well we can add variables on top of that for linens, pets, number of people in the house and different variables and add that up as well. Then the final type of pricing that we usually find predominantly in the cleaning industry well it’s residential cleaning or commercial is we’re gonna take a look at it and say maybe for our initial deep clean our initial top to bottom that initial clean that we’re not really positive if we’re estimating over the phone the exact price on and that’s not something we’re comfortable doing so we can do is create a price range a high and low price range based on the square footage of the house and some additional variables such as pets and people and living areas. So those are the main four or five ways that we find cleaning industry professionals having success with a standardized estimating system. If you’re interested in how we do this you can check out a lot of the videos out on the Facebook page we here have it simple growth but about to walk into another 2-day deep dive with another cleaning company this week finish up number day two walking into another on next week where we literally sit knee to knee with cleaning industry professionals they’re absolutely successful breaking that million mark and beyond and they’re just standardizing and refining their estimating system with some of these processes I’m talking about. If you’re looking to do it yourself this is the way that we find for success to create a predictable system it can be delegated and then go in and get some data five to six months later and confirm your assumptions on your production rates and it’s giving an accountability with your cleaning teams it’s gonna have your budgeted maid hours or man-hours I’m gonna steal that quote from the awesome team we have up here working with us today I love that term maid hours which is just awesome so it’s something we’re gonna borrow with their permission but any questions comes how to create a standardized pricing system for your cleaning company inside a CRM please drop your questions live right now or on the recorded version I’ll take a look at it. I’m about to hop back in the hotel here from day number two and it’s just been pretty amazing that we could take a business like the one we’re working with today and within two days they have a brand new Service Autopilot instance have never used Service Autopilot before and by the time they walk out of here 16 hours later our team has been able to set up the whole entire Service Autopilot, estimate descriptions, the whole entire estimate workflow production, rate based estimating we we worked through all the pricing with him made sure it was set up properly in the system, all their lead source tracking website estimate request we learned how to handle loss estimates won estimates how to schedule all the main types of estimates so a one-time recurring waiting list and then we went into routing scheduling and invoicing and then how to set up monthly installments or contracts if it was applicable so if this is something you’re just drop me a line but basically I want to make a video just highlighting the importance of taking a day or two away from your business especially in your cleaning business and just really refining those numbers defining your service offerings in making a concrete predictable offering that can be delegated. Comments or questions drop them below I’m gonna hop back in and get back into it for another 8 hours of finalizing- just a really standardized cleaning scenario for that for this business that I can’t wait to see at the end of 8 hours what it looks like but it’s right now 8 hours and it looks pretty awesome. We’ll see you later on Facebook and check us out at SA weekly talk show going to be coming up again next week on the service autopilot Facebook page.