Fleet Wash Proposals
Build proposals for fleet vehicle washing with per-vehicle pricing and multi-option quotes.
Fleet Wash Proposals
Fleet proposals are built for companies that need vehicle washing services -- delivery fleets, service vans, truck yards, and rental lots. The builder has five steps: client, fleet inventory, schedule and site, pricing and options, and review and send.
Step 1 -- Client
Enter the client's contact information.
Client Fields
| Field | Description |
|---|---|
| Client Name | Contact person's full name |
| Company | Fleet operator or business name |
| Primary email for the proposal | |
| Phone | Primary phone number |
| Address | Company or fleet yard address |
| Contact Selection | Choose the primary contact if the company has multiple contacts on file |
Search for an existing client or enter new details. Click Next to continue.
Step 2 -- Fleet Inventory
Define the vehicles that need service.
Fleet Size
Enter the total number of vehicles in the Fleet Size field. This sets the baseline for pricing calculations.
Vehicle Types Table
Build the fleet breakdown in the vehicle types table. Each row represents one category of vehicle.
| Column | Description |
|---|---|
| Vehicle Type | Pickup, van, box truck, semi, flatbed, bus, etc. |
| Count | Number of vehicles of this type |
| Year / Make / Model | Optional detail for the proposal |
| Size Category | Small, medium, large, extra-large -- determines base pricing tier |
Click Add Row to add another vehicle type. Click the delete icon on any row to remove it. The total vehicle count across all rows should match the fleet size.
Click Next to continue.
Step 3 -- Schedule & Site
Set the project timeline and location details.
Scheduling
| Field | Description |
|---|---|
| Proposed Start Date | Date picker for the first wash |
| Duration | Estimated time to complete the job |
| Location Address | Where the washing takes place (fleet yard, client site, your facility) |
| Frequency | One-time or recurring (weekly, bi-weekly, monthly) |
Site Access Notes
Enter any details about getting to the vehicles. Examples: gate codes, hours of access, staging area, water hookup location, or contact person on site.
Click Next to continue.
Step 4 -- Pricing & Options
Configure pricing, add-ons, discounts, and multi-option quotes.
Base Pricing
- Base Price per Unit -- your rate per vehicle or per vehicle type.
- Total Fleet Price -- calculated automatically from the vehicle types table and base prices.
Add-ons
Check the boxes for extra services to include in the proposal:
- Detailed Interior Cleaning -- full interior wipe-down and vacuuming.
- Tire Treatment -- tire shine and wheel cleaning.
- Window Service -- interior and exterior glass cleaning.
Each add-on increases the per-vehicle or per-wash total.
Discount
Apply a discount as a percentage or a flat dollar amount. Enter the value and select the type.
Multi-Option Builder
Create multiple service tiers so the client can choose their preferred level.
Click Add Option to create a new tier. Each option has its own name, description, included services, and total price. Common setups:
- Basic -- exterior wash only.
- Standard -- exterior wash plus windows and tires.
- Premium -- full detail including interior.
The client sees all options side by side when they view the proposal.
Vehicle-by-Vehicle Pricing Preview
Below the options, a preview table shows the price breakdown per vehicle type. This includes the base price, add-ons, discount, and tax for each category.
Click Next to continue.
Step 5 -- Review & Send
Review the full proposal and send it to the client.
Proposal Summary
The review screen shows:
- Client and company details
- Fleet inventory breakdown
- Schedule and site information
- Pricing options (if multi-option) or single price
- Add-ons, discounts, and tax
- Grand Total
Actions
| Button | What It Does |
|---|---|
| Back | Returns to Step 4 |
| Save as Draft | Saves without sending |
| Export PDF | Downloads the proposal as a PDF |
| Send Proposal | Opens the send modal |
Sending the Proposal
Click Send Proposal to open the send modal. Choose Email, SMS, or Both. The email template includes the client name, fleet summary, and a link to view the proposal online.
Click Send. The proposal status changes from Draft to Sent.
Tips
- Break the fleet into vehicle types even if prices are the same. This gives the client a clear picture of what they are paying for.
- Use the multi-option builder to upsell. Most clients choose the middle tier when presented with three options.
- For recurring contracts, set the frequency in Step 3. The proposal shows the per-wash and annual totals.
- Double-check the vehicle count. The total across all rows in the vehicle types table should match the fleet size number.
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