Cleaning Estimate and Invoice Template, Google Sheets & Excel

From first quote to paid invoice: two templates that cover the front office of a cleaning business.

WHAT IT DOES
- Quote & Estimate Builder: professional estimates from your price list, with discount, tax, deposit and a quote tracker with win rate.
- Job Scheduler, Invoice & Profit Workbook: jobs log, weekly schedule, automatic invoices from completed jobs, client list and a monthly profit dashboard.
- Both share the same look, color key and simple Settings tab.

WHAT YOU GET
- Google Sheets versions (links inside the PDF; click "Make a copy")
- Excel .xlsx files with sample data, so you can see how it works
- Excel .xlsx BLANK files, ready to use
- Start Here tab with step-by-step instructions in every file

GOOD TO KNOW
- Made for Microsoft Excel 2016 or newer / Microsoft 365 (Windows and Mac) and Google Sheets (free Google account). Also opens in LibreOffice Calc. Not for Apple Numbers. US date and $ format.
- Yellow cells are for typing; grey cells are formulas and are protected (no password) so they don't break by accident.
- Includes both templates in full - the same files as the single listings. They are separate files and don't link to each other automatically.
- Prices are in US dollars ($). This is a digital download. Nothing will be shipped.

Created with AI tools.

PROBLEMS, WRONG VERSION OR DUPLICATE ORDERS
Something not working? Message me through Etsy and I'll fix it, and if I can't, I'll refund your order in full. Bought the wrong version or the same item twice? Tell me within 14 days and I'll fix, swap or refund it.

LICENSE
For use in your own business. Please don't resell, share or redistribute the files.

Profit, tax and pricing figures are planning estimates, not accounting, tax or legal advice.

Questions? Send me a message. I reply to first messages within 24 hours.