The Cleaner's Complete Business Kit: CRM, Tracker, Templates & AI for Cleaners

Busy every day but not earning what you should? It's usually underpriced regulars, unpaid travel time and enquiries that slip away.

The Cleaner's Complete Business Kit is the admin, money and marketing side of a cleaning business, in one download. It's for self-employed home and office cleaners and small cleaning teams, with editions for Australia, New Zealand, the UK, the US and Canada.

WHAT YOU GET

• Clean & Money Tracker with a free CRM (Excel or Google Sheets, one per country).
• Tabs: Leads, quotes, regular clients, invoices, a Quote & Invoice Maker that adds up and prints a clean PDF, clean profit, expenses and a 13-week cash forecast.
• The Regular Clients tab shows what each client really earns you per hour once travel is counted, their next clean, and when to raise the price.
• One dashboard tells you who to reply to, who owes you and which clients are underpriced.
• 7 templates made for your country (Word or Google Docs):
• Quote (estimate in the US) and two invoices, one for when you charge tax and one for when you don't.
• A cleaning service agreement covering keys, cancellations, lock-outs, price reviews and one-off cleans.
• A regular, deep and end-of-lease checklist, plus an office checklist.
• A home info sheet with key register.
• 27 ready-to-send texts and emails.
• 3 browser tools (no login, work offline):
• True Hourly Rate Calculator: what you must charge once admin and driving are counted.
• Cleaning Price Calculator: price any home by bedrooms, bathrooms, condition, extras and travel.
• Instant Cleaning Quote Builder: put a "your price in 30 seconds" calculator on your website or Facebook page.
• The Cleaner's AI Toolkit: 45+ fill-in-the-blank prompts for free ChatGPT, Claude or Gemini.
• The AI Business Engine (global edition): a free website, Google Business Profile, local search, email follow-up and a 90-day plan.
• 13-page Start Here guide: the one-hour setup, a free lead funnel, how to keep regular clients for years, how to get paid on time, and the rules for your country (tax, police checks, insurance, cancellations).

WHY IT'S DIFFERENT

• A real CRM and scheduler-style tracker without a monthly fee. Cleaning apps cost US$19 to US$49 a month, every month. This is a one-off price.
• Built for your country: GST, VAT, GST/HST or sales tax. Bond clean, end of tenancy or move-out clean. DBS, police or background checks. Not a US template with "VAT" typed over it.
• It counts travel time. Most cleaning templates don't, which is how a "good" client quietly loses you money.
• It tells you what to do. The dashboard's top row is today's to-do list, and the price-review column tells you when to send a price-rise notice.

GOOD TO KNOW

• Software: works with Microsoft Word and Excel, or free Google Docs and Google Sheets. The browser tools open in Chrome, Edge or Safari.
• The AI Toolkit was written in Australia. It works anywhere: the country companion gives you the one line to change, swap tables and 6 country-ready prompts.
• Advice: templates and guides are general information, not legal, tax or financial advice. Rules were checked against official sources in October 2026.
• Delivery: instant digital download (zip, 56 files). Nothing is posted.

FAQ

Which country files do I use?

Open the folder for your country in Templates, and the tracker ending in AU, NZ, UK, US or CA. Ignore the others.

I'm not registered for GST, VAT or sales tax.

Use the "not registered" invoice, and set the tracker's Settings to "No".

Do I need a booking app?

No. The tracker handles leads, regular clients and invoices, and the guide shows a free way to get website enquiries straight into it. When you have a team, the guide compares the apps worth paying for.

Can I use it on my phone?

Yes. Save the tracker as a Google Sheet and it works in the Google Sheets app. The browser tools work on phones too.

Refunds

Because it's an instant download, all sales are final unless a file is faulty. If anything won't open, email hello@pageandplanstudio.com and we'll fix it. This doesn't affect your rights under consumer law.