Cleaning Company
Cleaning service provider · CH
20–30 hours per salesperson per month recovered.
Sales PortalBusiness CopilotEdition for complex cleaning quotes
Maintenance cleaning Customer briefing in. Cleaning quote out.
Maintenance cleaning
Customer briefing in. Cleaning quote out.Filter out time-wasters. Capture on site. Quote instantly.
End the time-wasters: unqualified requests are disqualified automatically, and on-site data (notes, photos, areas) becomes a verified cleaning quote within minutes — without Excel and without media breaks.
- 30 days free
- Swiss Made Software
- Data stays in Switzerland
- FADP & GDPR compliant
- Setup in 1–2 weeks
What the Copilot delivers today
Three real results from Swiss pilot engagements
Building Technology
Building technology company · CH
Small project quotes in minutes instead of hours.
Fiduciary
Fiduciary office with Abacus focus · CH
From a minimal briefing to a precise fee quote in the first 15-minute meeting.
References available on request during the sales conversation. Figures come from ongoing conversations and documented customer data, not from marketing estimates.
The three typical brakes
Less office work. Faster quotes. Better margin
Cleaning quotes rarely fail on skill — but on time-wasters, media breaks and pricing logic stuck in Excel. The Business Copilot standardizes the process: on-site data in, verified quote out, handover to the CRM.
Lost time and scatter losses
Today: ManualTime-waster requests tie up capacity
0.5–2 hours of effort before it's clear it's not worth it
Media break after the site visit
Notes/photos → Excel/Word → quote (duplicate data entry)
Pricing logic lives in Excel
Tiers, surcharges, special cases — hard to transfer to the CRM
Review instead of rework
With CopilotSpot unprofitable requests early
Recognizes requests below your minimum margin — before anyone invests time
Capture on site instead of retyping at the office
Photos, areas, frequency, special features — directly as quote data
Smart entry point to Bexio & CRM
Complex calculation in the portal, clean handover of line items to your system
How the cleaning quote runs
Site visit in. Quote out — without office rework
On site you capture photos and key data. The Copilot turns them into a reviewable quote instantly. No Excel, no Word, no duplicate data entry.
01
Capture on site
During the site visit, record photos and key data (areas, rooms, frequency, hygiene zones, access, special services).
02
Feed in data & photos
Upload or copy/paste the notes. The Copilot extracts the structure and maps it to your pricing logic.
03
Review the instant quote
You check the line items in the Quote Editor. Requests below the minimum margin become visible, sensible variants are reviewable right away.
04
PDF + handover to the CRM
Generate the PDF and, if desired, hand over line items to your CRM/Bexio — as clean, structured data instead of Excel chaos.
Before you buy — see the proof
Your own quote generator, in 1 day. Free of charge.
Instead of slides, we show you your quote. We build a working prototype of the Copilot — with your customer requests, your catalog and your pricing logic.
You provide us
Your documents
- 2–3 sample quotes (as you send them today)
- Service catalog with the services you offer
- Price contributions of the services for the calculation
- 2–3 sample customer requests (email, phone note, or similar)
Treated confidentially · deleted after the demo if you don't want to proceed.
We build
Quote logic & prototype
- We model your quote logic from the sample data
- We configure a generator on your catalog and your prices
- We test the prototype with your real customer requests
- Total time on our side: 1 day
No effort on your side between briefing and demo.
You see
The demo — 15 min
- We enter your customer request into the Copilot
- You see the Quote Editor with your real line items
- You receive the generated PDF quote to take with you
- Joint Q&A: is this a fit for us?
No slides. No buying pressure. Your data, your result.
Request a free prototype
No obligation · demo usually within 5 working days · 30 days free after go-live
Pricing
Three tiers — one product
Base
Sales PortalBusiness Copilot
CHF 0one-time setup+ CHF 299 / month
Your entry point with the quote logic from the free prototype demo. You adjust prices and services in self-service. 30 days of operation free after go-live.
- 1 quote generator with your quote logic (from the prototype demo)
- Price and service adjustments in self-service
- 30 days of operation free after go-live
- Max. 5 employee logins
- Unlimited quotes (fair use) · no transaction fee
- Cancel monthly · hosting in Switzerland · FADP and GDPR compliant
Most chosen
Plus
Sales PortalBusiness Copilot
CHF 1'999one-time setup+ CHF 299 / month
Three quote generators for three service types. In addition to the prototype quote logic, Quatico models two more quote logics once as a consulting service.
- Everything in Base, plus:
- 2 additional quote generators (3 in total)
- Guided setup: 2 quote logics once as a consulting service
- PDF layout in your corporate identity
Growth
Sales PortalBusiness Copilot
CHF 9'999one-time setup+ CHF 299 / month
Up to ten quote generators for your entire service portfolio. Quatico models up to seven more quote logics once as a consulting service.
- Everything in Plus, plus:
- Up to 7 more quote generators (up to 10 in total)
- Extended guided setup: up to 7 quote logics once as a consulting service
Upgrade anytime without data loss. On upgrade, only the difference is charged — for example Base → Plus = CHF 1'999, Plus → Growth = CHF 8'000.
Still have questions?
Frequently asked questions
Business Copilot
Let's talk
Michael
CEO, Quatico
30 days free after go-live. Want to see how Sales Portal Business works in your context? We build a prototype with your data within a day — free and without obligation.