Cleaning Client Schedule and Rota UK

Cleaning Client Schedule and Rota UK is an Excel and Google Sheets file for cleaners who want their clients, visits and cleaners in one place.

Put each client in once, with the day, time and how often you go, and the sheet works out every visit date. Pick a cleaner and a week to see their days in time order, then pick a month to see what each client is worth.

WHAT IS INSIDE

• Settings: up to 6 cleaners paid by the hour, by a share of the visit price or as owner, with working days, a travel buffer and up to 12 closed dates.
• Clients: up to 60, with address, postcode, how you get in, pets, parking, products to use or avoid, and the regular visit (weekly, fortnightly or every 4 weeks, day, time, minutes, price, start and end date).
• Week view: one cleaner, one week, a grid by day with the day total in hours. Amber marks a visit that starts too soon after the last. Red marks a visit on a day off.
• Team week: hours and visits for every cleaner.
• Skips and holidays: cancel or move a single visit.
• Missed log: room for 200 lines. Missed visits and unpaid cancellations come off the month's value.
• Monthly value: visits, hours, value, cleaner pay and what is left, for each client and each cleaner.

A NOTE ON CODES

Only store a key safe or alarm code if the client has agreed. Keep the file password protected on your own device and delete the code when the client leaves.

WHAT YOU GET

Two .xlsx files: one with a made-up cleaning round already in it, and a BLANK copy for your own clients. They open in Excel 2016 or later and in Google Sheets (File, Import, Upload, Replace spreadsheet). No macros.

WHAT IT DOES NOT DO

It does not message clients, take bookings or plan routes. Pay figures are not payroll or tax advice. The names, addresses and figures in the example copy are made up.