Cleaning Business Route & Profit Tracker, Quote Calculator, Client CRM (Google Sheets/Excel)

5 QUICK ANSWERS BEFORE YOU BUY

1. How does the quote calculator work?
Enter the property's square footage, service type and cleaning frequency and the workbook returns a consistent, profitable quote based on the labor rates, supply costs, frequency discounts and target margin you set once in Settings.

2. What software do I need?
Google Sheets* (free, any browser) or Microsoft Excel* 2016 or newer on Windows* or Mac*. You receive native files for both.

3. Can I use it in the field on my phone?
Yes. View and update schedules, client notes and job statuses in the free Google Sheets* or Excel* mobile apps. Use a desktop for setup and dashboard analysis.

4. What if I break a formula?
A 3-color cell system shows which cells are safe to edit. Your download also includes a permanent link to generate a fresh copy of the Google Sheets* version plus the standalone Excel* file, so a mistake is never permanent.

5. Do I need spreadsheet experience?
None. If you can type a client name and a square-footage number, the quoting, drive times, job costs and margin alerts calculate themselves.

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Most cleaning companies do not lose money on bad clients. They lose it on good clients quoted by gut feeling, plus an hour of unpaid driving between them.

The Cleaning Business Route & Profit Tracker by ProFormaGRID is a 6-tab operating system inside Google Sheets* or Excel* that quotes every job from real numbers, schedules your crews and routes, and reconciles invoiced revenue against actual labor, supplies and mileage. Jobs under your target margin turn red automatically, so you fix the price before the next visit.

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WHAT'S INSIDE (6 CONNECTED TABS)

• Start Here: a step-by-step roadmap that sets up your business profile in under 10 minutes.
• Dashboard: total revenue, gross profit, net margin, average clean value and monthly trend charts.
• Settings: staff roster, hourly labor rates, square-foot pricing, frequency discounts, mileage rate and target margin thresholds.
• Client CRM & Quote Generator: your client database with automated quoting from square footage, service type and frequency.
• Schedule & Route Tracker: daily and weekly bookings, travel time between stops, technician assignment, and Scheduled / In Progress / Completed / Invoiced status.
• Job Costing: invoiced revenue reconciled against labor hours, supplies and mileage, with automatic red flags on jobs below target margin.

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WHY CLEANING OWNERS RUN THEIR BUSINESS ON THIS

• Stop underbidding. Quotes come from square footage, frequency and your real costs, every time.
• Get paid for drive time. Mileage and travel are costed into every job.
• Spot losing contracts instantly. Below-margin jobs are flagged red for renegotiation or route tightening.
• Keep crews on schedule. One view of bookings, routes and technician assignments.
• No monthly field-service software fee. One purchase, yours forever.

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WHO THIS IS FOR

• Residential maid services and house cleaners
• Commercial office cleaning contractors
• Solo cleaners hiring their first crew and multi-crew companies centralizing quotes, routes and profit

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WHAT YOU RECEIVE (INSTANT DIGITAL DOWNLOAD)

• Google Sheets Download Link PDF with a one-click copy link
• Microsoft Excel* workbook (.xlsx)
• Illustrated Instructions PDF including how to resize cells without breaking formulas
• 6 comprehensive tabs
• 3-color coded cell system
• Templates arrive blank and ready for your clients

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HOW IT WORKS

1. Complete your purchase and open your files from the Etsy* purchases page (the download link is also emailed to you).
2. Open the Excel* workbook on your computer, or open the Google Sheets Download Link PDF and click the link to make a private copy in your own Google Drive*.
3. Follow the Instructions PDF and the guide tab inside the workbook, type your numbers into the input cells, and watch the dashboard fill in.

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SUPPORT AND OUR PROMISE

Questions before or after you buy? Message ProFormaGRID through Etsy* and you will get a prompt, friendly reply. If something is not working the way it should, we will help you fix it. You can re-download your files any time from your purchases page.

Explore the full collection of ProFormaGRID templates at ProFormaGRID.com

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LICENSE AND LEGAL

Instant digital download; no physical item will be shipped. This template is not made to order. Licensed for personal use. Please do not resell, redistribute, share or recreate this workbook in whole or in part. Copyright ProFormaGRID. All rights reserved.

*Google Sheets, Google Drive and Google are trademarks of Google LLC. Microsoft, Excel, Windows and Microsoft 365 are trademarks of Microsoft Corporation. Mac, iPad and iPhone are trademarks of Apple Inc. Etsy is a trademark of Etsy, Inc. ProFormaGRID is an independent shop and is not affiliated with, endorsed by or sponsored by any of these companies.