How It Works

Six steps from
lead to 5 stars.

CleanBid handles every stage of the job cycle automatically — from the moment a customer reaches out to the moment they leave you a review.

CleanBid home service workflow
01
Setup

Get started in 15 minutes.

Connect your business SMS number. Add your services and pricing. Import your customer list. That's it. CleanBid is built for people who run businesses, not IT departments.

No complex onboarding. No month-long setup. You're sending quotes the same day.

02
Lead Comes In

Customer texts your number. CleanBid captures it.

When a new customer reaches out — via text, contact form, or direct link — CleanBid creates a lead automatically and surfaces it in your inbox.

All your leads in one place. Nothing slips through.

03
Quote Goes Out

Build a quote in 60 seconds. Send via SMS.

Open the lead, select your service, set the price, hit send. The customer gets a professional quote on their phone — no app download required — and can accept with one tap.

Most competitors take hours to reply. You'll respond in minutes.

04
Follow-Up Runs

Automated sequences keep leads warm.

If they don't respond right away, CleanBid takes over. A day-1 reminder. A day-3 value message. A day-5 final nudge. The sequence stops the moment they respond.

You'll close jobs you never would have thought to follow up on.

05
Job Created

Customer accepts. Job created automatically.

When the customer accepts the quote, CleanBid creates the job, moves it to your pipeline, and notifies your team. No manual data entry.

Lead to booked job with zero paperwork.

06
Job Complete + Review Sent

Mark it done. Review request goes out automatically.

You mark the job complete. CleanBid immediately sends a review request via SMS — straight to the platform of your choice. No awkward ask. No forgetting. Just reviews.

The complete revenue loop. Closed automatically.

The full loop. Automated.

15 min

Setup time

60 sec

Quote delivery

Automated

Follow-up sequences

1 tap

Job creation

Auto on complete

Review requests

Near zero

Manual work

See it live in 20 minutes.

We'll walk you through every step with your actual business in mind.