Carpet cleaning is project-based: rooms, stairs, pet treatments, and travel minimums. Trucks and hoses do not care about CRM buzzwords—you care that Saturday’s route is sane and the customer sees itemized pricing before you extract water.
Quoting rooms and add-ons
Build quotes with line items per room, hallway, or stair flight. Add deodorizing or stain packages as separate lines so the accept link is transparent. Carpet customers often compare three vendors—clear line items reduce “what did I pay for?” calls.
Validity dates on quotes help when chemicals prices shift seasonally. PDF export attaches to email when you want a file copy.
Route scheduling on the calendar
Assign jobs to technicians for each day. DusterBook does not compute drive-time matrices or turn-by-turn routing—plot cities yourself. Avoid double-booking the same van by watching one calendar.
Equipment downtime (broken wand) is still manual—mark jobs canceled or rescheduled in notes.
Commercial vs residential in one workspace
Use multiple properties under one commercial customer for chain stores, or one property per homeowner. Window and upholstery upsells can be separate quotes even if you schedule them back-to-back.
Booking and phone leads
Put your booking page on your truck wrap site. Phone estimators can still quote in-office and text the accept link.
Invoicing after extraction
Invoice on completion. No in-app card swipe—many carpet cleaners invoice property managers monthly via ACH outside the app. Track overdue invoices on the dashboard.
Team workflow
Owner estimates; techs run jobs. Cleaners see assignments only. Managers can reassign when someone calls sick.
Honest gaps
No IICRC certification tracking, no chemical inventory module, no route optimization, no SMS on the way. QuickBooks export is CSV only on Team.
Compare window cleaning if you bundle services. Read help and pricing.
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Estimates vs firm quotes
Carpet jobs often start as phone ranges. When you firm up square footage, issue the formal quote link so acceptance is auditable. For commercial carpet accounts, attach property notes about furniture moving responsibilities.
Equipment and truck constraints
Tag jobs with notes about parking for the van or water access. DusterBook will not warn you about low tank capacity—operational discipline stays manual.
Upselling protection and fabric care
Line items for Scotchgard or pet treatments should be optional lines customers opt into on the accept screen. Document exclusions in quote footers.
Post-job billing for property managers
Some PMs batch invoices monthly. Create one invoice per visit or consolidate outside the app; DusterBook does not merge arbitrary visits automatically without your action.
Compliance and certifications
We do not store IICRC cards or SDS sheets. Keep compliance documents in your existing system.
When to choose another tool
If you need route optimization across three trucks daily, evaluate field-service suites. DusterBook stays lean for one or two van operations.
Stain callbacks and warranties
When you offer a 30-day spot guarantee, log the original job and issue a small follow-up quote or zero-dollar revision note in the job record. Technicians see prior line items without digging through email threads.
Marketing your booking link
Add the booking URL to truck wraps and estimate emails. Phone quotes still work—send the formal accept link when the customer is ready to commit so your schedule and invoice totals stay aligned.
Solo vs Team for carpet crews
A one-van owner can stay on Solo until you hire a second technician who needs assignments on their phone. Team unlocks recurring commercial routes and CSV export when your bookkeeper asks for year-end customer lists.
Next steps
Review pricing for seat and quote caps, browse help for quote tips, or start a trial with your real service line items.