Overview
Allison's Add Job flow handles both quoting and scheduling in one place. You can send a quote without an address, let the system calculate pricing from your service setup, and assign cleaners based on real availability — all in a couple of minutes.
This guide walks through the full flow step by step.
Before You Start
Two things need to be set up before you can schedule a job or send a quote:
Services — Go to Menu (top right) → Services. Allison gives you a default set of services you can edit or replace. Your service configuration is what drives pricing automatically during the Add Job flow.
Employees — Go to Menu → Employees and add your cleaners. You'll set their contact info, role, pay, and availability. Availability is what powers the scheduling engine later.
Once those are in place, click Add Job to start.
Step 1: Add or Find the Contact
The first step of the Add Job flow is the contact.
Existing customer — Search by name, email, or phone number.
New customer — Enter first name, last name, email, phone, and business name (if applicable). You can also add customer notes and tags here.
Want to quote someone fast? You can skip the contact step entirely. This is useful when you want to get someone a price before asking for personal details.
Click Next to continue.
Step 2: Add Property Details
You have two options here:
Enter an address — Allison automatically looks up property details (square footage, bedrooms, bathrooms, levels) for you.
Skip the address — If the client isn't ready to share their address but still wants a quote, you can enter property details manually.
This is one of Allison's key differences: you don't need a full address to send a quote.
Note: If you want to manually add the property details for situations when the client only wants a partial cleaning, you can do that as well.
You can also add apartment number, entry code, and property notes on this step. Click Next to continue.
Step 3: Select the Service
This is where your service setup pays off — Allison calculates the price for you based on your service configuration and the property details.
Expand the service to see the breakdown (for example: $0.14/sq ft for this size property). You can also:
Select the frequency (one-time, weekly, bi-weekly, every 3 weeks, every 4 weeks)
Add add-ons (interior windows, oven cleaning, etc.)
On the right, you'll see the estimated price.
Sending This as a Quote
Before scheduling, you have the option to send the estimate as a quote.
Click Send to email the quote to the customer.
The job will now show as a Quote in the system.
If you're not quoting — just scheduling — skip the Send Quote option and continue.
Step 4: Choose the Date
Allison uses your estimated duration (for example, 4 hours for a one-time clean) to show you which days have openings.
Filter by a specific cleaner or leave it set to any cleaner.
Pick the day that works.
Click Continue.
Step 5: Assign Cleaners
Pick one cleaner or multiple — whatever the job needs.
Allison will flag cleaners as unavailable based on:
Their general availability
Any time off
Other scheduled jobs
You can override the system and still assign an unavailable cleaner — you'll just see a warning.
Once assigned, Allison shows you the cleaner's estimated pay based on their pay rate (for example, 42% of the job total). On the right, you'll see your gross profit for the job.
Click Continue.
Step 6: Pick a Time
Choose the start time for the job. Allison will warn you if the time runs past business hours.
Click Continue.
Step 7: Review and Schedule
You'll see a full summary of the job. On this step you can also:
Collect a payment or card on file
Leave cleaning notes for this specific visit (for example, "Skip the upstairs bathroom — under renovation")
Click Schedule Job. Allison will:
Notify the customer via email
Notify the assigned cleaner(s)
Add the job to your calendar
Click Finish and you're done.
Quick Tips
No address needed for quotes — Enter property details manually when clients aren't ready to share their address.
Cleaner Notes vs. Customer/Property Notes — Cleaner notes apply only to that single visit. Customer and property notes stay on file across all future jobs.
Override availability carefully — You can schedule an unavailable cleaner, but the warning is there for a reason.
Questions?
Reach out to us at [email protected].
Notice: In Allison, the term 'Employee' is used broadly to mean anyone you assign to jobs (such as cleaners, contractors, admins, or managers) and does not indicate or create a legal employment relationship.