Description
Run your cleaning business with a connected client-to-payment workflow instead of juggling separate forms. This digital download is designed for cleaning business owners who want one coordinated system for intake, quoting, scheduling, job tracking, payment records and follow-up.
This bundle includes editable spreadsheet workflows plus printable forms so you can manage day-to-day admin in one place. Use the example workbook to see how the system works, then enter your own business details in the clean version. The included PDF forms give you fixed-layout pages for printing when needed.
How it works:
1. Purchase the digital download.
2. Open the access guide and download the ZIP package.
3. Keep the Example workbook for reference and use the Clean workbook for your own records.
4. If using Google Sheets, create your own copy from the supplied copy link or upload the clean XLSX to Google Drive.
5. Review the Instructions tab, set your Config rates and deposit settings, add clients, prepare quotes, schedule jobs, complete checklist items, record payments and plan follow-up.
This is a digital product only. No physical item will be shipped.
Best for: cleaning business owners who want a more organised and repeatable service workflow with editable spreadsheets and printable companion forms.
WHAT YOU RECEIVE
• Example workbook in XLSX format with fictional worked example data
• Clean workbook in XLSX format for customer use
• 9 worksheet workflow: Instructions, Config, Clients, Quotes, Jobs, Checklist, Payments, FollowUp and Summary
• Printable 7-page PDF
• 1 getting started guide page in the PDF
• 6 printable A4 forms: client intake form, quote form, job sheet, service checklist, payment record and follow-up form
• Google Sheets copy workflow via the supplied access guide
• Capacity for 30 records and a 60-row service checklist
FORMAT AND ACCESS
• Tested native workflow: Google Sheets with a Google account and internet access
• XLSX example and clean files are included for import or backup
• Microsoft Excel format included as XLSX, but desktop Excel recalculation has not been independently verified and full feature parity is not promised
• PDF reader required for the printable forms
• Optional A4 printer recommended for fixed-layout PDF forms
• ZIP extraction required after download
DELIVERY
Digital download only; no physical item. Etsy delivery is one attached PDF access guide containing the product-specific ZIP download link and Google Sheets copy link. The package includes two XLSX workbooks and one 7-page PDF. Download, unzip, then use the Example workbook for reference and the Clean workbook for your own business inputs.
PERMITTED USE
One business may use and adapt the kit internally and use completed forms with its own clients. No resale, template redistribution or sharing of blank files or download links.
