Cleaning Business Kit — Quote Jobs, Schedule Recurring Clients & Track Profit in Excel

🔥 Cleaning Business Kit — Instant Download Template

Quote every home the same way, keep recurring clients on schedule and see what each job earns.

A ready-to-use Excel workbook for home and office cleaning businesses. It brings clients, quotes, a recurring schedule, jobs and payments, supplies and expenses into one file, with a Dashboard that updates from every tab.

✨ What You Get Inside

- START HERE: step-by-step setup, a map of every tab and my contact email

- Settings: cleaner wage, square feet cleaned per hour, minimum price, bathroom and pet charges, mileage rate, frequency discounts, clean-type multipliers, square-foot price tiers, add-on prices and every dropdown list

- Quote Calculator (printable): square-foot price tiers, bathrooms, pets, clean type, frequency discount, up to 6 add-ons and a minimum price, plus a side block that is not printed showing hours, labor, supplies, profit and margin

- Clients & Homes: home details, clean type, frequency, preferred day, assigned cleaner, price per visit and entry notes, with visits per month and monthly revenue per client

- Recurring Schedule: built automatically for each client, with last and next visit, Overdue / Due in 7 days flags and a next-8-weeks grid

- Jobs & Payments: visit log with labor, supplies and profit per job, status and payment, and recurring vs one-time (formulas and dropdowns filled down to row 500)

- Supplies: cost per clean from pack cost and cleans per pack, plus reorder flags

- Expenses: business costs and miles driven, with miles converted to dollars at your Settings rate

- Dashboard: 8 KPI cards and 3 charts (recurring vs one-time revenue for the last 6 months, profit by clean type, hours by cleaner)

💡 Who This Is For

- Residential house cleaners working solo or with a small team

- Small office and commercial cleaners

- Vacation rental turnover and move-in / move-out cleaners

- Owners who want consistent quotes instead of pricing each home from memory

🔄 Before & After Using This Template

- Before: Quoting each home differently / After: One Quote Calculator using your square-foot tiers, add-ons, frequency discount and minimum price

- Before: Losing track of who is due next / After: A Recurring Schedule that flags Overdue and Due in 7 days clients and shows the next 8 weeks

- Before: Not sure which jobs actually pay / After: Labor, supplies and estimated profit on every logged job, plus profit by clean type on the Dashboard

🏆 What Makes This Template Better

- Live formulas throughout, so totals, flags and charts update as you type

- Every dropdown list lives on Settings, so you can rename items to fit your business

- Formula cells are pre-locked and shaded gray; sheet protection is off, so you can switch it on to prevent accidental edits

- Rows marked EXAMPLE DATA show how each tab works before you add your own numbers

- One ready .xlsx file: no zip to unpack

⚡ Get Results in Minutes

- Download instantly

- Open in Excel 2019 or later, Microsoft 365, or Google Sheets

- Set your rates on Settings and replace the EXAMPLE DATA rows

- Start using it immediately

Compatibility: Needs Excel 2019 or later (or Microsoft 365, or Google Sheets) because it uses the MAXIFS function, so it will not work fully in Excel 2016 or earlier. No macros.

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your files.

Need it tailored? Get a Custom Build of this kit built around your business: https://payhip.com/b/Vs6m3

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime — I’m here to help you get the most out of your templates. You can also email herrickkyle87@outlook.com (the address is on the START HERE tab too).

🚀 Ready to Use This Template?

Click “Buy Now” to get instant access and start using it today.

Organization tool only; not tax, legal, accounting or financial advice.