Quotes and approvals
Build price lines, share a quote and let linked client contacts approve it or request a change from the portal.
Commercial software for cleaning companies
Turn every customer request into clear commercial follow-up
Create a priced quote, turn approval into operational work, issue the invoice and keep payment status visible without losing the link to the customer and job.
app.cleantool.app/planning
From a loose request to a traceable customer workflow
Built around the work cleaning companies perform every day
Commercial context belongs next to the planning and field work. That gives office teams one reliable thread from the first price discussion to payment follow-up.
Invoices and payments
Issue invoices from quotes, contracts or assignments, register manual payments and configure reminders for outstanding balances.
Optional Peppol
Use Recommand for customers with a Peppol identifier while non-Belgian customers continue with the normal email and PDF workflow.
How it works
A practical route from setup to follow-up
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Step 1
Prepare the quote
Choose the customer, add price lines and keep the scope and notes together.
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Step 2
Get the decision
Send the quote and let the customer approve it or request a change through the portal.
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Step 3
Deliver and invoice
Create the assignment, issue the invoice and follow payment status in the same workspace.
FAQ
Frequently asked questions
Can a quote become an assignment?
Yes. After approval, an authorized user can create a draft assignment while keeping the quote as the commercial source.
Can recurring invoices be automated?
Active contracts can generate invoice drafts automatically for review. Sending and payment registration remain explicit actions.
Do all customers need Peppol?
No. Peppol is optional per customer and invoice. Customers without an identifier can use normal email and PDF delivery.
See how CleanTool fits your cleaning operation
Request a focused demonstration based on your customers, planning and field workflow.