Sales OS for cleaning companies

Quote faster. Look premium. Book more jobs.

SparkleQuote turns messy DMs, calls, and website leads into polished quote links, follow-up sequences, booked jobs, and a clean customer pipeline your team can actually run every day.

2 minfrom inquiry to branded quote
1 linkapprove, deposit, and confirm
Any tradegeneral contractor-ready operating direction
Demo login
Email: maya@sparklequote.app
Password: demo123

Welcome back

Run quotes, follow-up, booked jobs, and customer history from one place, now framed for a broader contractor workflow.
SparkleQuote
Professional quoting and booking ops
Workspace
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Dashboard

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Quick case finder

Jump into the right customer or quote fast

Search live leads, emails, locations, and services, then open the best matching case with the next action already lined up.

Built from live quotes and customer history only
Operator command center
Today only

What needs action right now?

Keep the home screen short. Open the next quote, move approved work forward, and ignore the deeper boards until you actually need them.

Today’s operating brief

One quote to chase, one cash move to protect, one selected case in focus.

Next quotes to touch

Short working queue only. If you need the fuller search and case navigation, use the Quotes or Customers tab.

Ready for scheduling

Approved and booked work that should move cleanly into delivery.
Primary action
New quote / lead intake
Use this when creating the next quote. Keep it collapsed when you are just managing live work.
Create

AI intake

Paste the customer message here and SparkleQuote will try to turn it into a ready draft for the quote form below.
No AI draft yet.

Selected quote snapshot

Keep the dashboard brief. This card shows the current focus, while the full quote workspace lives in the Quotes tab.
Quote follow-through
Follow-up studio and client-page confidence
Useful after the main quote move, but not something that needs to stare at you all day.
Secondary

Follow-up studio

Use this after the main quote action. See the recommended message, why it should be sent, and whether it is ready to go without adding noise to the workflow.

Client page confidence

Check this before handoff. The customer should immediately understand price, trust, the booking path, and whether the quote feels ready to share right now.
Advanced boards
Strategy, benchmarks, search, and deeper support surfaces
Hidden by default so the dashboard stays usable. Open only when you want the longer product and pipeline views.
More depth
Pipeline breakdown
Expanded only when the operator needs stage-by-stage volume.
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Workspace setup checklist

Quotes pipeline

Scan the hottest deals first, separate deposit-ready work from lower-priority quotes, and act without rereading every card.

Selected quote workspace

This is the full operator workspace for the currently selected quote.
Full quote buckets
Open the full grouped pipeline only when you need the long list.
Expanded queue

Booked jobs

Run sold work like a premium handoff, with one clear operator command view, clean crew-prep signals, and a real recovery desk for post-job issues.
Recovery desk
Open when delivery goes sideways or a completed job becomes a case.
Exceptions
Full booked jobs list
Keep the execution overview short, then expand into the detailed per-job cards only when needed.
All jobs

Customers

See account value, 90-day upside, retention risk, decision confidence, and the best next move for each customer in one calm view, then filter the portfolio into the exact decision lane you need.
Full customer portfolio
The working view stays short. Expand for the long customer list and deeper account cards.
Portfolio

Automation center

Quotes that need follow-up and movement right now.
Automation queue
Open by default, but still compact enough to collapse when you don’t need it.
Live queue
Account identity

Workspace account

Signed-in identity, workspace ownership, and session timing live here.

Session trust

Auth readiness

This is a real account and cookie-backed session layer, surfaced without pretending advanced admin flows exist yet.
Workspace profile

Edit the business identity layer

These saved fields define who owns the workspace and how SparkleQuote describes the business across the app.
Account email
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Commercial defaults

Set quoting and coverage defaults

These are real saved workspace defaults for service coverage, team capacity, timezone, and default deposit expectations.
What this affects
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Settings structure

Control map for this real account layer

The settings surface now separates account ownership, workspace profile, and commercial defaults, while keeping future admin growth honest and clearly out of scope for now.
Visibility foundation

Support and admin visibility, in one honest pass

This board should compress the live support/admin foundation into one readable status line before the deeper proof boards begin.
Foundation checks

What is genuinely visible now

This is a quick read for the real live app only. It names signed-in scope, workspace proof, session trust, and explicit limits without implying backend or super-admin powers.
Admin foundation

Governance readiness, without fake controls

This layer should explain what a future admin or support operator would need to trust before broader controls ever ship.
Live governance signals

What a future admin can already rely on

Only live account, workspace, and session truths belong here today.
Support blueprint

How governance can grow from what is already live

This is a real blueprint surface, not a hidden admin panel. It maps what a later super-admin or support role would need to inspect first.
Support casework cockpit

One real place to triage the account

This cockpit should rank the support cases that need attention now using live quote, customer, and session evidence.
Live case queue

Ranked cases, focused evidence, next move

This is not another proof card. It combines live quote stage, customer history, recent activity, and operator action into one support workflow surface.
Focused evidence
Operator sequence
Case investigation
Visible account trail
Account case navigator
All visible quotes on this account
Investigation guardrails
Customer-safe response brief
What support can safely confirm
Promise and recovery plan
Support operations readiness

Live support board, grounded in actual account facts

This board should stay tied to real account, session, and quote-state signals only.
Support triage lanes

What support can actually inspect right now

These lanes summarize visible follow-up, deposit, and booked-handoff pressure without pretending there is a hidden admin console.
Support scope confidence

Boundary trust snapshot for this live account

This board should show what support can confidently trust in scope before the product boundary stops.
Scope lanes

What support can verify, and what stays out of bounds

These lanes stay grounded in the visible signed-in account, workspace id, queue facts, and explicit non-live admin limits already present in SparkleQuote.
Support surface proof

Exact live surfaces support can read

This strip should show the real signed-in, workspace, queue, and proof surfaces support can read now.
Surface lanes

What is visibly readable before admin power stops

Each lane below points to a real live surface already present in this workspace. It does not imply hidden controls, teammate management, or cross-account reach.
Support visibility split

Readable now vs not readable here

This board should separate the real readable support surfaces from the things SparkleQuote still cannot expose.
Boundary split

What support can read, and what remains off-limits

The left side stays tied to live identity, workspace, session, queue, and proof data already present in this account. The right side names the missing surfaces directly so the settings layer does not pretend deeper admin reach.
Readable now
Not readable here
Live support scope proof
Visibility proof ledger

What support can prove now, versus later

This ledger should show which live proofs are readable now, which still need strengthening, and which surfaces are blocked by the product boundary.
Proof lanes

Readable evidence, visible gaps, and explicit stop lines

Each lane below is built from real signed-in identity, workspace settings, session trust, and recent quote proof already visible in this account. It separates fixable visibility gaps from deliberate product boundaries.
Support assurance board

Admin trust snapshot from live facts

This board should compress real identity, workspace, queue, and proof signals into one honest support-confidence snapshot.
Confidence lanes

What makes this account safe to interpret

Every lane below is built from live session, workspace, queue, and proof data already visible in SparkleQuote now.
Oversight review board

Live admin review strip

This board should prove what support or admin review can actually see now, using live workspace, session, queue, and activity facts only.
Review actions

What deserves attention first

Each item is generated from the current session, workspace settings, quote queue, and recent quote activity already visible in SparkleQuote.
Support trust ledger

Recent proof trail from the live workspace

This lane should stay tied to visible quote activity and current session trust only.
Strict supervised approve/reject handoffs remain active while Batch 97 is in progress.
Proof entries

What support can point to right now

Entries below come from recent quote activity already present in SparkleQuote. This is not a hidden audit log or admin console.
Boundary evidence board

Proof behind the current support boundary

This board should show exactly which live facts support can verify before it stops.
Evidence lanes

What support can prove, and where it must stop

Every row below ties back to visible identity, workspace, session, queue, or quote proof already on this account. The split view keeps live scope and non-live powers separate so the boundary is obvious under pressure.
Live proof in scope
Explicit stop lines
Admin-readiness scorecard

Support confidence score from live settings facts

This scorecard should stay grounded in the real identity, workspace, session, queue, and proof signals already visible in SparkleQuote.
Readiness lanes

What makes the admin foundation strong right now

This board scores only what the live app can actually surface. It does not imply impersonation, teammate permissions, or backend admin power.
Support limits strip

What this admin foundation still cannot do

This strip should keep the live admin boundary explicit.
Live boundaries and gaps

Where support confidence should stop

These cards make the current workspace boundary, non-live admin controls, and proof dependence visible so the settings area stays honest under pressure.
Auth and settings roadmap

Live now vs next vs later

This board keeps the account area honest. It shows what SparkleQuote already does, what the current foundation clearly supports next, and what is intentionally still later so nobody reads fake admin depth into the product.
Workspace modal

Edit

Use this modal to update the selected record without cluttering the page.