Sample desk · fictional jobs

Exterior Cleaning CRM

A desk built for exterior cleaning.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

Brightside Soft Wash · sample business

See Exterior Cleaning templates Choose a plan

Pipeline stagesNew lead → Walkthrough → Quote → Scheduled → On site → Follow-up
Job-type tagsHouse wash, soft wash, windows, gutters, driveway
Siding notesVinyl, brick, fiber cement on the card
Window countsPane counts for exterior glass quotes
Sample estimatesWash packages marked sample
AI draftsYou review and press send — never auto-sent

New lead

1

Seth O.

Driveway + sidewalk wash

Driveway

Parkview · Requested today

Oil spots near garage

Walkthrough

1

Helen C.

Brick + vinyl mix wash

House washSoft wash

Lakeshore · Walkthrough Wed

North wall mildew · photo attached

Quote

1

Maya R.

Soft wash + gutter clear

Soft washGutters

Northfield · Quote out Mon

$475 · sample

Vinyl siding · two-story

AI draft — sample

Hi Maya — soft wash of the vinyl plus gutter clear is $475 sample. I have Friday morning open if you want to lock it in.

Scheduled

1

Paul K.

Exterior windows · 28 panes

Windows

Eastgate · Thu 9:00–12:00

$260 · sample

First floor + above garage

On site

1

Gina L.

Two-story vinyl house wash

House wash

Brookside · Crew on site

Soft wash mix · rinse from top down

Follow-up

1

Andre F.

Annual wash reminder

House wash

Parkview · Same week next year

Liked before/after photos

Static preview. Nothing here saves, dials, or emails. Stages match how exterior cleaning jobs usually move.

Choose a plan See templates for this trade View a finished sample