NimbCrewQuick answer
Standardize add-ons and upsells by keeping a short menu with pricing, offering it on every quote, and tying delivery to a simple acceptance deadline so you capture higher-value work without ad-hoc customizations.
If you want one place to manage quotes, add-ons, and invoicing, start free and review pricing.
Why add-ons and upsells matter
Add-ons protect margins and give clients clear upgrade paths:
- clients see premium options without a separate sales call
- technicians know exactly what extra work was sold
- teams avoid giving away custom favors for free
- invoices match the signed scope, preventing disputes
Use the residential cleaning workflow guide as the baseline for core services, then layer add-ons on top.
Step-by-step upsell workflow
1) Define your add-on categories
Group common extras (inside fridge, oven detail, baseboards, laundry assist) and assign default durations plus price ranges.
2) Build a two-tier pricing grid
Offer "standard" and "premium" versions where it makes sense. For example, inside-fridge wipe vs full shelf reset with product organization.
3) Script the offer during quoting
Always present the menu after the base quote summary. Use phrasing such as, "Most recurring clients add one enhancement per visit; here are the options."
4) Capture selection + reason
Store the choice in your CRM or quoting tool so technicians know why it was added (ex: moving-in, pet shedding, allergy protocol).
5) Set a validity window
Make add-on pricing valid for a limited time (7 days) to keep decisions moving.
6) Reconfirm on schedule
When scheduling the job, restate any add-ons and ensure supplies are ready.
Common mistakes
- Presenting add-ons only when clients ask
- Giving one-off discounts without a structured offer
- Failing to log which add-ons were approved
- Letting technicians improvise pricing onsite
- Forgetting to include add-ons on the final invoice
Ready-to-use upsell checklist
Before quoting
- identify top 4-5 profitable add-ons
- assign default duration and price
- create template copy for each add-on
During the quote
- show the add-on menu after base scope summary
- log client selections and reasons
- set a 7-day validity window
Before the job
- confirm add-ons with the technician
- prepare supplies or extra staff if needed
- update invoice template to match scope
If you want add-ons tied to schedules and invoices
When the quoting tool, schedule, and invoice live in one system, add-ons become a single checkbox instead of back-and-forth messages.
Try NimbCrew free and expand via pricing when you add more users.
Common questions
How many add-ons should we offer?
Start with four to five that are easy to deliver. Too many options slow down quotes and confuse technicians.
Should add-ons be discounted for recurring clients?
Only when the additional labor is predictable. Use recurring bundles (for example, baseboard refresh every third visit) instead of ad-hoc discounts.
How do we track add-on performance?
Tag each accepted add-on in your CRM, then review close rate and average order value monthly. Remove low-uptake add-ons or rewrite the positioning.