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Spreadsheet · Digital download

Cleaning Business Operations Kit

A cleaning business operations kit: an estimate calculator that costs labour, supplies, overhead and travel separately and prices from your target margin, plus recurring schedule, job profit, supplies and follow-up sheets, and Word/PDF intake, scope and room-checklist forms.

DOCXPDFXLSX6 files1.6 MB
Price $39.00USD

Included in Studio membership downloads.

  • Instant digital download — nothing is shipped.
  • Secure checkout by Stripe.
  • Version 1.0.1 · updated Nov 9, 2026.

Description

What's inside. One workbook and one set of forms that run the admin of a residential or small-office cleaning business, from the first call to the profit on each job. The workbook's Estimate sheet prices a clean from room times (standard or deep), a condition factor and your own rates: labour, supplies, overhead and travel are costed separately, then the price comes from your target margin, never below your minimum price, with the frequency discount and an editable tax rate shown on their own lines. The Rates sheet keeps every assumption editable: pay rate, payroll costs, supplies cost per hour, monthly overhead, billable hours, travel, target margin, minimum price, tax rate, payment terms, room times, frequency discounts and follow-up timing. Clients, Schedule (next visit date and monthly recurring revenue), Jobs (actual costs, profit, margin and markup, balance owing and an Overdue or Part paid status), Supplies (stock value and reorder flags), Follow-ups and Profitability (by month and by client) complete the workbook. The forms cover client intake, property details and access, scope of work, a hand estimate worksheet with a worked example, a recurring schedule, room checklists, a supply count, a job cost record and four follow-up messages. The workbook comes as a fictional worked example and as a blank copy. Margin and markup are explained and calculated separately. It is a record-keeping tool, not tax or legal advice.

Pages and sheets. Workbook sheets: Start Here, Profitability, Rates, Clients, Estimate, Schedule, Jobs, Supplies, Follow-ups (worked example and blank copy); Forms: client intake, property details and access, scope of work, estimate worksheet, worked estimate example, recurring schedule, two room checklists, supply count, job cost record, follow-up messages.

Files and formats (DOCX, PDF, XLSX). Cleaning-Business-Operations-Workbook.xlsx (XLSX, 9 sheets: Start Here, Profitability, Rates, Clients, Estimate, Schedule, Jobs, Supplies, Follow-ups, 162 KB); Cleaning-Business-Operations-Workbook-Blank.xlsx (XLSX, 9 sheets: Start Here, Profitability, Rates, Clients, Estimate, Schedule, Jobs, Supplies, Follow-ups, 160 KB); Cleaning-Business-Forms-Letter.docx (DOCX, US Letter, 13 pages, 559 KB); Cleaning-Business-Forms-A4.docx (DOCX, A4, 13 pages, 559 KB); Cleaning-Business-Forms-Letter.pdf (PDF, US Letter, 13 pages, 83 KB); Cleaning-Business-Forms-A4.pdf (PDF, A4, 13 pages, 84 KB). Word page counts are as laid out in LibreOffice; Word or Google Docs may differ by a page. Every download also includes a ZIP of all files and a licence summary.

Editing. The Word (.docx) files use real headings, tables and fill-in fields (content controls and checkboxes), and the Inter font is embedded in each file. Apps that don't support embedded fonts substitute a similar font.

Licence. Standard Licence — use it for yourself, your household or your own business and print unlimited copies for that use; completed documents can go to your own clients. No reselling, sharing or redistributing the files.

Who it's for: Founders, freelancers and small teams.

Try a free sample page

Free sample: Cleaning Business Operations Kit v1.0.1, page 7 of 13

Shows: The worked estimate example for a fictional client: rooms and tasks with minutes each, then labour, supplies, overhead, selling price and profit margin, using example rates.

Not in the sample: The 9-sheet workbook (worked example and blank) with editable rates, the client intake, property details, scope of work, estimate worksheet, recurring schedules, room checklists, supply count, follow-up messages and the editable DOCX files.

No account needed. The page is copied unchanged from the current file, with a “Sample” label and a faint watermark added. Free sample: print and use it for yourself, your household or your own business. Don't resell or redistribute the file; share the link instead. The full product is sold under the Standard Licence. See the full product.

Included files

  • Cleaning-Business-Operations-Workbook.xlsxCleaning business workbook (worked example) — rates, room times, estimate calculator, clients, recurring schedule, jobs with actual costs and payments, supplies, follow-ups and profitabilityXLSX
  • Cleaning-Business-Operations-Workbook-Blank.xlsxCleaning business workbook (blank) — the same sheets and formulas with no example entries; your rates and room times start from the example assumptionsXLSX
  • Cleaning-Business-Forms-Letter.docxCleaning business forms — editable Word document, US LetterDOCX
  • Cleaning-Business-Forms-A4.docxCleaning business forms — editable Word document, A4DOCX
  • Cleaning-Business-Forms-Letter.pdfCleaning business forms — printable PDF, US LetterPDF
  • Cleaning-Business-Forms-A4.pdfCleaning business forms — printable PDF, A4PDF
  • Plus a single ZIP with every file and the licence (1.4 MB).

How to use

Unzip the download and read Start Here in the workbook. Set your rates on the Rates sheet, then price jobs on Estimate. Use the Word forms (or print the PDFs) at the walk-through and on each clean.

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Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

How do I price my first job with it?

Open the worked-example workbook and type your own figures on the Rates sheet: pay per hour, payroll costs, supplies per hour, monthly overhead, billable hours, travel, target margin, minimum price and tax rate. Change the room times to how long your team really takes. On Estimate, pick the clean type, frequency and condition and list the rooms. The sheet shows labour, supplies, overhead and travel on separate lines, then the price per visit before and after tax.

What is the difference between margin and markup here?

Margin is profit divided by the price; markup is profit divided by the cost. The price is cost ÷ (1 − target margin), so a 25% margin needs a 33.3% markup. The Estimate and Jobs sheets show both numbers, and the Estimate flags when a frequency discount pulls the margin below your target.

How do I know which jobs and clients make money?

After each clean, add a row on Jobs with the quoted price, any discount, the actual hours and supplies, and payments received. Profitability then shows revenue, labour, supplies, travel, overhead, profit and margin by month and by client, plus what is still owed. Payment status turns to Overdue the day after the due date.

Does it tell me what tax to charge?

No. Tax is a rate you type in (0% if you don't charge any). Ask your tax authority or an accountant what applies to you.

Is the scope of work a contract?

No. The forms record what you and the client agreed about the work; they are not a contract or legal advice.

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