Building maintenance services – commercial flow


Manage your contact requests for Building Maintenance Services and automatically send contact confirmation e-mails, get in touch with the requester to better understand his needs and set a commercial proposal. Easily set and manage the follow-up and don’t lose any more deals!

Use template now

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Name
  2. Building address
  3. Email
  4. Phone
  5. Service
    • Cleanliness & Conservation
    • Building Maintenance
    • Facades
    • Access Control
    • Floor Treatment
    • Quick Service
    • Cleaning After Work/ Cleaning Pre-Change
    • Administrative and Support Area Services

First contact

  1. Assignee
  2. Contact register
  3. Detail all customer’s needs.

Commercial proposal

  1. Assignee
  2. Attach commercial proposal.
  3. Proposal submission date
  4. Expected closing date
  5. Follow-up reminder

Pricing negotiaton

  1. Assignee
  2. Attach a new commercial proposal.
  3. New proposal submission date
  4. What was the final outcome?
    • Deal closed
    • Deal lost



Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template
Request a demo