Quoting cleanup and leaf-removal work

Why it matters

You build the quote while you're at the property, from the job: tap "View Job Details," then the three dots next to the service. You pick the service type, enter what you'd charge, which parts of the yard, how many people and hours, and the details of the work, add photos of the condition, and pick a day for the work. The app won't let you schedule it within the next 3 business days. Once you submit, it goes straight to the customer — there's no review step in between. They approve or decline. Only after approval does the work become a job you can do and get paid for. The property's condition is stopping the scheduled service from happening, which is why the sequence can't run the other way.

What counts as a violation

• Picking the wrong type. Leaf Removal is for leaves. Cleanup is for general debris and overgrowth. They aren't interchangeable, and picking the wrong one is the most common thing that goes sideways on these quotes — it changes what the customer thinks they're approving.
• Skipping the photo, or taking it after you start. A photo is required, and it has to be taken before you start. You can't report required work without one. A before photo shows the customer why the work is needed, which makes approval more likely, and paired with an after photo from the same spot it's what settles any later question about what you did.
• Quoting after you've completed the job. Once a job is marked complete, there's no way to add a quote to it — the approval has to come before the work. This isn't a bug or something Support can override.

If the customer declines the quote or lets it expire, the scheduled service is cancelled too. The original job was blocked by the property's condition, so if the work to fix that condition isn't approved, the visit doesn't happen either.

Consequences

Doing cleanup or leaf-removal work before the customer approves a quote for it means there's no approved job to pay you for, and no way to create one afterward. The work doesn't become payable retroactively. Quoting the wrong service type gets the quote declined or disputed more often, because the customer approved something different from what you did.

What to do instead

1. On the job, tap "View Job Details," then the three dots next to the service.
2. Under "Cleanup issue," tap "Property requires a quote for cleanup." On a pool job, tap "Cloudy, Green, Yellow, or Black Pool," then "Submit Quote."
3. On "Required Work," pick the type under "What type of work is needed?" (Cleanup or Leaf Removal; pool jobs show only "Deep clean").
4. Enter your price, which parts of the yard, how many people and hours, and the details of the work.
5. Add your photos, taken before you touch anything.
6. Pick the day for the work. The app won't let you schedule it within the next 3 business days.
7. Tap "Next." On "Blocked Services," check the jobs that can't be done until the work is finished, pick when they should be rescheduled to, then tap "Submit." Wait for the customer to approve before doing any of the work.

Something not going right?

• "I finished the job and now I can't quote the extra work." There's no way to add it after the fact. The quote has to exist and be approved before the work happens. On the next property, build the quote before you start.
• "I picked the wrong service type." Contact Pro Support in the app before your customer approves it, with the property address and the type it should be: 1. Open the menu (three lines, top left) and tap "Support." 2. Tap "Send Message." 3. Under "What is the issue you're experiencing?," pick the closest issue. 4. Under "Please provide more information," add the property address and the type the quote should be, then tap "Submit." A new quote doesn't replace a pending one, and "Update Required Service" can't change the type, so Pro Support is the only route. Once a quote is approved for the wrong type, sorting it out is harder than getting it right the first time.
• "The customer told me to just do it." A verbal go-ahead isn't approval. Only an approved quote in the app creates a job you'll be paid for.
• "The customer doesn't want the required work." That's their call, and it means the scheduled service is cancelled as well. Support cancels the required work first, then arranges for the property to be reassessed.

A quote with clear condition photos and the right service type on it gets approved more often and disputed less. Building it before you start is also the only version of this that gets you paid — there's no path back to it once the job is closed.

Related Articles