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Small Business Finance

Cleaning Business Tracker

Client schedule, visit log, quote calculator, monthly statements and profit per client

from $11.99 on Etsy

Price on Etsy may vary (sales, your currency).

View on Etsy
  • Google Sheets + Excel versions included
  • Instant digital download, nothing is shipped
  • Sample data and a Start Here tab
  • One-time purchase, no subscription

Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer.

Run your cleaning business from one spreadsheet: who you clean for and when, every visit with its hours, miles and supplies, what each client really earns you, and which visits are still unpaid. Built for house cleaners, move-out and rental turnover cleaners and small office cleaning crews, solo or with a team of up to six.

What's inside

  • Start Here

    Your business details, target revenue per labor hour, supplies %, cost per mile, payment days and a status date

  • Dashboard

    Revenue per labor hour, regular monthly revenue, supplies %, unpaid balance and visits this week; top clients by profit; crew hours and pay; where each dollar goes; what needs attention; revenue, costs and profit by month

  • Week Board

    A printable Monday to Sunday board: up to 6 visits a day as colored cards (more show as "+ n more") with the client, service, crew, price and Done, Today or Not logged

  • Clients & Schedule

    Weekly, every 2 weeks, every 4 weeks, monthly or one-time clients with price per visit, preferred day and the next visit worked out for you; visits, revenue, profit and dollars per labor hour for each client; a price change keeps past visits at the old price

  • Job Log

    One row per visit: cleaner or team, hours on site, round-trip miles, supplies, price, extras, tip and payment status (Paid, Part paid, Open, Overdue)

  • Quote Calculator

    Bedrooms, bathrooms, square feet, condition, pets, service, how often and add-ons give the cleaning time and a price, with your cost and profit; prints a one-page quote with a signature line

  • Client Statement

    A printable monthly statement for any client: visits, charges, payments, unpaid balance and balance due

  • Supplies

    Every purchase, supplies per visit and supplies % of revenue by month and by category

  • Crew

    Cleaners or teams with pay per person-hour; this month's visits, labor hours, revenue per labor hour, pay and tips

  • Services & Rates

    Your services, home condition and frequency settings, the time model behind quotes, and add-ons with their own prices

Why you'll like it

  • Never lose track of a regular: the next visit for every recurring client is calculated, and a client's latest scheduled visit that isn't logged yet is flagged
  • Quote with confidence: the calculator shows the hours, the price and your profit before you send it
  • See your real hourly rate: revenue per labor hour against your target, plus where each dollar goes after crew pay, supplies and driving
  • Find your best and worst clients by profit and dollars per labor hour
  • Get paid: unpaid and overdue visits, plus a monthly statement you can print or save as PDF
  • A weekly board you can print for your crew
  • Sample data for a made-up cleaning company with 34 clients and three months of visits, so every status is visible
  • Built by a data analyst: every number is a formula you can trace. No subscription, no app, your data stays in your own file

How you get it

  1. Download on Etsy

    Buy the template on Etsy, then download START-HERE.pdf and the Excel .zip from your Purchases.

    How to download
  2. Make a copy

    Click MAKE A COPY in the PDF: your own Google Sheet is saved to your Google Drive. Prefer Excel? Open the .xlsx.

    How to make your copy
  3. Start

    Follow the Start Here tab. Type in the cream cells; the gray cells do the math for you.

    Clearing the sample data

You receive:

  • START-HERE.pdf — Google Sheets link + quick guide
  • cleaning-business-tracker-excel.zip — Excel version

Good to know

  • Amounts show in dollars ($). Distances are in miles; the cost per mile is a number you choose.
  • Room for 100 clients, 1,500 visits (about a year for 30 weekly clients), 500 supply purchases and up to 6 visits a day on the Week Board. Start a fresh copy each year.
  • It is a spreadsheet, not an app: it does not send reminders, texts or calendar invites.
  • Printing from Google Sheets: select the quote, statement or week board and print "Selected cells" (see the note next to each page).
  • Best used on a computer; you can view it in the Google Sheets app on your phone.
  • This is a business tool, not tax, legal or accounting advice.
  • For use in one business. Please do not resell or share the files.
  • Listing images show real screenshots of this template with sample data.

Designed by me with the help of AI tools.