Invoices & Proposals
INVOICES & PROPOSALS
Get Paid Faster, Win More Business
From quote to cash—simplified. Streamline your billing workflow from sending professional quotes that win customers to collecting payments on completed work.
Sound Familiar?
Hours Lost to Manual Billing
Creating invoices by hand, copying customer details, and tracking payments in spreadsheets eats into your evenings and weekends.
Unprofessional Proposals Lose Jobs
Competing against larger companies with polished quotes while sending plain text emails or handwritten estimates.
Lost Track of What's Owed
No clear view of pending quotes, unpaid invoices, or overdue balances—money slips through the cracks.
THE SOLUTION
Professional Billing That Grows Your Business
CleanerHQ’s Invoices and Proposals module streamlines your entire billing workflow. Create polished, branded proposals that win customers. Generate invoices automatically from completed jobs. Track everything from quote to payment in one place—so you can focus on delivering exceptional cleaning services while the money flows in on time.
Everything You Need to Get Paid
Professional Proposals That Win
Create polished, branded proposals with detailed line items, optional add-ons, and discount options. Every quote showcases your professionalism and clearly communicates your value.
Auto-Generated Invoices
Invoices pull directly from completed job information. Customer details, service descriptions, and pricing flow automatically—eliminating manual entry and reducing errors.
Quote-to-Job Conversion
When a customer says yes, convert approved proposals directly into scheduled jobs with one click. All details carry over automatically—no duplicate data entry required.
Clear Pipeline Visibility
Track proposals from draft to approved and invoices from sent to paid. Color-coded status indicators show exactly where everything stands at a glance.
Seamless Communication
Send proposals and invoices directly via email as professional PDFs. Track when customers view them and send follow-up reminders without leaving CleanerHQ.
Recurring Invoices
Set up automatic invoicing for regular customers on service agreements. Weekly, bi-weekly, or monthly—your invoices generate on schedule, every time.
Frequently Asked Questions
How do I create and send a proposal to a new customer?
Navigate to the Proposals section and click “New Proposal.” Select an existing customer or create a new one. Add line items for each service, set quantities, rates, and any discounts. Preview your proposal, then send it directly via email as a polished PDF with your company branding. You’ll track when the customer views it, and once approved, convert it to a job with one click.
Can I convert an approved proposal into a job automatically?
Yes! Once a customer approves a proposal, click “Convert to Job.” All details—customer info, services, pricing, and notes—transfer automatically to a new job record. Simply add scheduling details (date, time, assigned team member) and the job is ready. The original proposal remains linked for reference.
How do I track which invoices are paid, pending, or overdue?
Each invoice displays its status: Draft, Sent, Viewed, Paid, or Overdue. The Invoices dashboard shows all invoices with color-coded status indicators. Filter by status to focus on specific groups—like viewing only overdue invoices. Click any invoice to see its complete history including when it was created, sent, viewed, and paid.
Can I set up recurring invoices for regular customers?
Yes! When creating an invoice for a recurring customer, set it to auto-generate on a defined schedule—weekly, bi-weekly, monthly, or custom. Each recurring invoice pulls the same line items and pricing. You can still review and adjust individual invoices before sending if needed.
How do I apply discounts to proposals and invoices?
Apply discounts at the line item level (e.g., 10% off a specific add-on) or at the document level (e.g., $50 off the total). Choose between percentage-based or fixed dollar amounts. Discounts display as separate line items so customers see exactly what they’re saving.
Have more questions? Contact our support team at support@cleanerhq.com
GET STARTED TODAY
Professional Billing That Keeps Your Business Thriving
Stop chasing paperwork. Start focusing on what you do best—delivering exceptional cleaning services while the money flows in on time.
No credit card required