Cleaning Business Spreadsheet Bundle, Bookkeeping, Pricing, Client Tracker (Google Sheets & Excel)
Price:$13.94
Designed by Jon
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Highlights
Works in Google Sheets AND Excel 2019+ · Instant download · Google account required for the Sheets version · US tax focus on the tax tabs
All 4 tools — $47 separately — for $19. That's the arithmetic, and it doesn't change next week.
Running a cleaning business alone means being four people. The one who quotes the job, the one who drives to it, the one who chases the money, and the one who sits down in April and tries to work out what any of it added up to.
Most "all-in-one" bundles you'll find are a folder of unrelated files, or a hundred pretty pages that don't calculate anything. You end up typing the same client's name into four places and still not knowing what you made last month.
This is one workbook where the four jobs actually connect. Enter a client once — in the shared client table — and every tool in the workbook knows them. Quote her a price and the rate follows her into your schedule. Log the visit and it lands in your income, your profit, and her next-due date at the same time.
You also get the four tools as separate files, in case you'd rather keep money and scheduling apart.
WHAT'S INSIDE
The integrated workbook
Start Here + Setup — a numbered 15-minute setup path, a map of every tab with one line explaining it, and the conventions (orange cells, safe rows, how to make your copy). Tabs are colour-grouped: Money, Pricing, Clients, Schedule.
Shared Settings & Clients — the piece that makes this a system instead of a folder. Your business details, tax year and set-aside %, the IRS mileage rate table, 22 cleaning expense categories mapped to Schedule C lines, your rates and multipliers and minimum price, frequencies and work hours — and one 150-row client table with contact info, address, access notes (keys, codes, alarms, pets, parking), service, frequency, cycle week, rate and status. Every dropdown in the entire workbook reads from here.
Business Dashboard (bundle only) — the page you open with your coffee. Revenue and net profit month-to-date, total unpaid, the count and ordered list of clients overdue for a clean, this week's booked hours and revenue against target, your year-to-date suggested tax set-aside, and your top clients.
Money tabs — Income Log and Expense Log (1,000 rows each, dropdown-driven, Schedule C line filled in automatically), Mileage Log (1,000 rows, correct IRS rate applied per trip date including the 2026 mid-year change), Invoice (client dropdown auto-fills name and address, 10 line items, tax, one-page print), P&L Dashboard (12 months of income, expenses, profit, unpaid receivables, top clients, income-vs-expense chart), and Tax Summary (your year in Schedule C order with quarterly set-aside suggestions against the IRS due dates).
Pricing tabs — Price a Job (rooms or square feet, cleaning type, add-ons, miles, frequency; hours from room counts with a square-footage cross-check and a manual override; shows effective hourly rate, margin, and a red warning if it fell below your minimum price), Quote Sheet (client-facing, printable, none of your costs visible), and Job Log (500 rows of quoted-vs-actual so you learn which houses to requote). Because the client table is shared, picking a client here can pull her house details straight into the calculator.
Client & schedule tabs — Clients (the shared table, with last visit, next due, days overdue and annual value calculated for you; red for overdue, amber for due this week), Visit & Payment Log (1,000 rows, partial payments and per-client balances), Intake Sheet (printable walkthrough form), Weekly Schedule (Mon–Sat × 8 slots, booked hours and revenue per day against your target, overbooked warning), Day Sheet (printable ordered run with arrival windows, addresses, access notes and day revenue), Rotation Planner (which biweekly and every-4-week clients are due this week), and three printable cleaning checklists (standard, deep, move-out).
What lands in your download folder
- The integrated workbook — Google Sheets copy link and a native Excel .xlsx
- All four standalone tools — Bookkeeping + P&L, Pricing Calculator, Client Tracker CRM, Weekly Schedule + Day Sheet — each in both formats
- A sample-data version of the integrated workbook, filled in, so you can see it working before you type anything of your own
- A one-page illustrated guide to downloading and making your copy, including the "View only" fix
WHY THIS ONE IS DIFFERENT
The tabs are actually wired together. The big bundles in this category are 17 loose mini-sheets where nothing links to anything, or four separate files where you re-enter the same client in each one. "Enter a client once" is the whole point of this one, and you can watch it happen in the demo images.
It calculates. The bestselling cleaning bundles on Etsy are Canva design packs — invoices, quotes and price lists that are pictures you retype numbers into. Nothing in them adds up. Every number in this workbook is a live formula.
There's a real pricing calculator in it. The closest comparable all-in-one workbook has 21 tabs and no way to price a job — its "prices" are a static list. Quoting is the decision that makes or loses you money, so it's the centre of this kit.
Solo-first, all the way through. No payroll, no timesheets, no attendance, no staff scheduling. If you're one person with a car, every tab in this workbook is about you.
Both platforms, properly. A native Excel .xlsx and a Google Sheets version — each opened and clicked through in its own program before it's sold — for the integrated workbook and all four standalone files.
Print-friendly. Light and clean, because the day sheet, the checklists, the invoice and the quote all end up on paper or in a PDF you send a client.
Honest price, permanently. $19. The four tools are $12 + $14 + $12 + $9 = $47 bought separately, which is true today and will be true next year. No countdown timer, no "sale ends tonight," no crossed-out price that was never real.
WHAT THIS IS NOT
- It's a set of spreadsheet templates, not software and not an app. No login, no account to create, no monthly fee.
- It does not connect to your bank, Square, Stripe, Venmo or PayPal. You type your numbers in — that's the trade for having no subscription and no permissions to grant.
- It doesn't file taxes, send invoices or quotes, text clients, sync with your calendar, or route your drive. It prepares those things; you send and drive them.
- The tax tabs are US-focused: Schedule C lines, IRS mileage rates, US quarterly due dates. Everything else — income, expenses, clients, pricing, scheduling — works anywhere, but the Tax Summary won't match a non-US return.
- No employee, payroll, timesheet or attendance tabs anywhere. On purpose.
- Tested in Google Sheets and Excel 2019 or newer (including Microsoft 365). Not tested in Apple Numbers, LibreOffice, or Excel 2016 and older.
- Enter a row or check the dashboard on a phone; do your setup and your printing on a computer.
- It won't get you clients. It makes the ones you have easier and more profitable to run.
HOW IT WORKS
1. Buy, then open your download in a web browser — downloads don't work inside the Etsy app. Everything is there the moment payment clears.
2. Google Sheets: open the template link and choose File → Make a copy. The copy in your Drive is yours. Excel: open the .xlsx and click Enable Editing.
3. Follow the numbered setup in Start Here: settings, then clients, then your rates, then build your week. It takes about fifteen minutes, and the sample-data copy is right there if you'd rather see it working first.
Type only in the orange cells. Everything else is a formula. Nothing is locked, so you can rename, recolour and customize whatever you like — and if you break something, re-copy a fresh file from your link any time. Your link doesn't expire.
ONLY NEED ONE PIECE?
Each tool is sold on its own: Bookkeeping + P&L $12, Pricing Calculator $14, Client Tracker CRM $12, Weekly Schedule + Day Sheet $9. They're all in my shop. Buy the one you need — I'd rather you get the right thing than the big thing.
SUPPORT
Message me on Etsy or email goodworkbookshq [!at] gmail.com. I answer within 24 hours, every message. Bought the whole kit and don't know where to start? Say so and I'll tell you the three tabs to fill in first.
A NOTE ON TAXES
I'm not a CPA and none of this is tax advice. The Schedule C mapping, mileage rates and set-aside figures are an organizing estimate meant to make your records clear and your preparer's job faster. Confirm your numbers with a tax professional before you file, and check current mileage rates at irs.gov.
These workbooks are hand-designed and formula-tested by me; AI tools assisted in building and checking the spreadsheet files.
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