Build quote
v1 keeps it clean: service first, property details second.Hidden trader settings
These settings are internal. Cloths, sprays, bin liners, mop refills and equipment wear are calculated inside the materials/consumables allowance, but the customer only sees clean grouped lines.
Saved once in Settings: hourly rates, materials markup, callout fees and VAT are business defaults you set up once in Settings on first use, then only update periodically. They are not customer-facing and are not asked on every quote.
1. Customer and site
2. Service family
4. Quote package
Use this when one customer needs multiple services, for example deep clean + oven + carpet. Customer view groups small add-ons into a tidy package.