ZIGGIE PROPOSAL & PRICING SYSTEM
Portfolio Dashboard
Your starting point after sign in. Choose the workspace you need and see the current project pipeline at a glance.
Pipeline Snapshot
Live counts from the projects available in this Proposal Builder session.
Where We Are At
Commercial / Childcare progress based on submitted and priced records.
WEBSITE SUBMISSIONS
Cleaning Proposal Requests
Requests sent from the public Proposal Portal are stored here. Review the enquiry, contact the prospect and, when ready, build the appropriate proposal using the normal Ziggie workflow.
Checking website submissions…
Website Submission Inbox
New requests stay here even after a proposal is started so you retain the original website enquiry.
CONSTRUCTION OVERVIEW
Construction Dashboard
The dashboard shows totals only. No project opens automatically. Select a saved construction project above only when you want to review it.
Central Portal Storage
Checking shared Construction projects…
Construction Workspace
Start a clean project or open only the module you need. Visibility is controlled by Team permissions.
COMMERCIAL OVERVIEW
Commercial Dashboard
The dashboard shows saved-project totals, sharing and proposal progress. Financial profit metrics are owner-only. No commercial project opens automatically.
Checking saved commercial projects…
Childcare
Open the Childcare workspace to choose your next action: start a new prospect or load an approved saved proposal.
TEAM
Portal Team & Module Access
Only the portal owner can create Team Members or change their module permissions.
Checking owner access…
Create New User
Create a Ziggie Proposal Builder user and assign exactly which modules they can see and work on. Team administration remains available only to Alisa / the Portal Owner.
Module Permissions
Team Members only see the modules selected here. Team administration itself remains owner-only.
Current Team
Owner access cannot be removed here.
CAPABILITY STATEMENTS
Ziggie Capability Library
Download an individual capability statement or download the full approved capability pack in one file.
Loading capability documents…
CONSTRUCTION · PROJECT IMPORT
Project Import
Bring an existing Ziggie quote/project record back into the builder, or move into Project Intake for a new project.
Import Existing Ziggie Quote Data
Use an exported Ziggie quote JSON file to restore the complete project, quantities, pricing, P&L, proposal and contractor information.
For a brand-new construction project, use Project Intake. For a previously exported Ziggie proposal, use Choose Quote Data File.
Activated Project Details & Calculations
When a saved or imported project is activated, its current details and calculations appear here immediately.
START HERE · CLIENT → PROJECT SCOPE → REVIEW → DOCX → PROPOSAL
Project Intake & Scope Builder v10.2
Select or paste the client details, then complete the editable Project Scope form. Enter only verified project information and cleaning quantities, add separate sites where required, then either download the completed branded 9-site DOCX or approve the reviewed information and create the proposal.
Checking Project Intake support…
1. Client Details
Select a saved client or paste the client/contact information exactly as you received it. You can review and correct everything before saving or analysing.
No client selected yet.
2. Project Scope
Open the Project Scope form and enter the verified project information and cleaning quantities. For multi-site work, add each site separately. Nothing enters pricing until you approve the completed review.
No drawing upload or automated drawing analysis.
Use quantities you have verified from your own take-off, the client's schedules, estimator information or other confirmed project documentation. Unknown quantities can remain TBC.
Use quantities you have verified from your own take-off, the client's schedules, estimator information or other confirmed project documentation. Unknown quantities can remain TBC.
Start a new project by selecting or pasting the client, then open the Project Scope form.
3. Complete & Review Project Scope
Complete every known project field and site. Check every quantity before creating the document or pushing the information into pricing. Leave genuinely unknown information as TBC.
Project & Client Information
Sites & Cleaning Quantities
| Use | Site | Address | Building / Area | Level / Area | Scope Description | Internal Floor m² | Internal Glass m² | External Glass m² | Exterior Wash m² | Basis / Notes | Source (Optional) | Calculation / Evidence (Optional) |
|---|
Global Scope Notes
Client & Project Details
All saved/imported fields remain editable. Changes update quantities, calculations, proposal and P&L immediately.
Australia is the default.
Logo is automatically trimmed and resized for a clean, free-standing proposal header.
Use paragraphs, bold, emphasis and lists. Formatting flows into the client proposal.
Keeps wording consistent from proposal to proposal.
Project Images
Add project, site, scope or delivery images. For each image choose whether it appears on the Client Proposal, Cleaner / Contractor report and/or Ziggie Report. Images are stored centrally in the Portal.
Up to 30 images per project. You can change the display choices separately for every image after upload.
Save or load a Construction project, then add images.
Sites, Buildings & Quantities
Enter verified quantities once. Pricing and internal checks update automatically.
Pricing Basis
Choose whether the core Construction cleaning programme is charged by measured SQM or by cleaner hours. Specialised external glazing and exterior washing remain separately priced by their existing measured rates.
SQM pricing: Phase 1, Phase 2, Phase 3 / Final and Internal Windows use the controlled SQM rates below. Existing project-specific rates are preserved when projects are reopened.
Core Cleaning Scope
Turn each core service on or off and edit its wording in rich text. The detailed wording flows into the Client Proposal and project reports. Unique Cleans is included as an editable core-scope item for project-specific or one-off cleaning requirements.
Controlled Rate Card
These are the calculation inputs — they are not shown to the client.
Core Client Presentation
Edit exactly how the bundled three-phase internal cleaning service is presented to the client. Rich-text formatting is carried into the Client Proposal, Investment by Site and printed PDF.
This is client-facing wording. Formatting is preserved in preview and PDF.
Workbook Pricing Additions Internal only
This is the logic used by the Project Summary / P&L sheet and is folded into the client pricing.
Core project allowance: the general / project allowance and management allowance are absorbed into the Three-Phase Construction Clean + Internal Windows price. External glazing and other specialised cleaning services remain separately priced and are not folded into the core project total.
Exterior Service Presentation
Editable wording for every project.
Workbook correction: Project Summary calculates pressure washing at $5.21/m². The earlier building sheets contain a $3.25/m² formula. This builder follows the Project Summary / P&L pricing.
Specialised Cleaning Services
External glazing and exterior pressure / soft washing are treated as specialised cleaning services. Each service automatically carries a 20% expense allowance into the P&L. Expense defaults to 20% of the selling price. Edit either Expense % or Expense $ whenever the expected delivery expense is higher or lower.
Client Line
Description
Qty
Unit
Rate / Price
Expense %
Expense $
Show
TBC
TBC
Specialist / Project Extras
Planned extras such as carpet washing, tile polish, machine scrub, paint removal, specialist detailing, access equipment, travel or return cleans. Only rows ticked to Show appear in the client proposal. Expense defaults to 20% of the selling price. Edit either Expense % or Expense $ when the expected delivery cost differs. A shown item with no calculated value displays TBC.
Change of Scope / Additionals
Use this section for scope additions, requested changes, extra areas or identified variations. Only rows ticked to Show appear in the client proposal. Expense defaults to 20% of the selling price and can be edited as either a percentage or dollar amount. These items remain separate from the original cleaning scope and are not added to the core project total.
Commercial Settings
Client payment settings only.
Optional. Uses each site’s complete three-phase interior clean price divided by that site’s (internal floor m² + internal glazing m²). External glazing, exterior wash, specialist extras and scope changes are excluded from this rate.
Optional. Shows the blended interior-clean rate across the complete multi-phase project cleaning programme: Phase 1, Phase 2, Phase 3 / final handover clean and internal windows through project completion. This is not a single-clean rate. External glazing, exterior works and other specialised cleaning / additionals are excluded from this rate.
Internal Profit & Loss Never printed
Rebuilt from the Project Summary sheet, including contractor / field staff comparison, commission, net profit and Ziggie profit share.
Base Cleaner-Hours Benchmark by Phase
Ziggie's standard starting benchmarks are Phase 1 = 9%, Phase 2 = 7% and Phase 3 / Final Touch = 5%. You can adjust any phase when the project requires more or less cleaning time. The calculated cleaner hours and the P&L update immediately.
Cleaner / Contractor Work Package
This is separate from the client proposal. Use it to brief and commercially control the cleaner / subcontractor without exposing the client selling price.
If the contractor is also completing external glazing, pressure washing, height work or specialist extras, override this with the actual agreed contractor package.
Cleaner hours allocation: the phase percentages are set in Internal Profit & Loss. They calculate the cleaner hours allocated to each phase and feed directly into the internal P&L. They do not change the client quote.
Ziggie Internal Commercial Report
Confidential internal record for CRM storage. This report preserves the complete commercial build-up, phase pricing, specialised services, cleaner-hour assumptions, delivery costs and P&L for the quote.
COMMERCIAL · CHILDCARE ONGOING CLEANING
Commercial Childcare Proposal Builder v10.18
Load the prospect's submitted cleaning-scope document, review and edit every commercial input, verify the calculation line by line, then issue the client proposal.
Checking childcare records…
1. Project Import
Select the prospect document that was submitted through childcare-cleaning-scope. Completed submissions import the full centre, level, room, day, utility, exterior, consumables and extra-service information.
No commercial document selected.
Imported Document Details
This is the scope actually supplied by the prospect. Once loaded, every operational field can be reviewed and edited in Client & Project and Quantities.
Select and load a completed prospect document.
2. Project Intake · New Childcare Prospect
Choose how you want to start. Create a new prospect or continue from a saved childcare proposal.
START NEW
Invite New Prospect
Create a new childcare prospect, capture their contact details and send the secure Child Care Cleaning Scope questionnaire for completion.
CONTINUE EXISTING
Load Saved Proposal
Open an existing childcare proposal to continue reviewing the submitted scope, pricing and proposal information.
New Childcare Prospect Details
Enter the prospect details below. Ziggie will create their secure questionnaire access and invitation.
Enter the centre name and email to create access.
3. Client & Project
These are the imported prospect details. Every field below can be corrected before the proposal is issued.
All edits remain internal until you save the commercial project.
Project Images
Add site, scope or service images to this Commercial / Childcare project. Choose whether each image appears on the Client Proposal, Cleaner / Contractor report and/or Ziggie Report.
Images are stored centrally against this saved Commercial / Childcare project.
Load a saved Commercial / Childcare project to manage its images.
4. Quantities · Levels / Sites · Rooms
Each level is treated as a Site. All imported room quantities, SQM estimates, floor types and room-specific cleaning days are editable here.
Utility Rooms
Fixture time uses the internal benchmarks in Pricing Logic. Floor time is calculated separately from Floor SQM and the Utility Floor Productivity rate.
Routine Service Requirements
Exterior / Consumables / Prospect Notes
5. Pricing Logic
Ziggie internal controls. The proposal never exposes these rates, productivity figures or cleaner costs.
Core work hours: Monday to Friday, 6:00am to 4:00pm. Enter the portion of weekly cleaner hours scheduled outside that window. Those hours are automatically charged at time-and-a-half.
Calculation Review
Every room and Utility Room is shown line-by-line so you can see exactly how the weekly cleaner hours were produced.
6. Extras
Extras are commercially separate from the routine-cleaning investment. Every line is shown by default. Price = 0 displays TBC in the proposal.
| Show | Extra Service | Client Description | Estimated Price Ex GST | Expense % | Expense $ | Contribution |
|---|
Routine Cleaning P&L
Extras P&L
Client Proposal
The Prospect Input Report records what the prospect supplied. The Complex Assets proposal is the professional 2-year contract proposal presented to the prospect.
7. Cleaner / Contractor
Operational schedule by level/site, room and cleaning day. Client pricing and Ziggie margin are excluded.
8. Ziggie Report
Internal commercial record including imported scope, calculations, investment, extras and P&L.