Cleaning Business Bundle, 18 Editable Cleaning Forms, House Cleaning Checklists, Service Agreement, Invoice & Quote Tracker

Run the client side of your cleaning business from one practical pack.

No Canva Pro required. Edit in Word/Google Docs or PowerPoint/Google Slides; print-ready PDFs included.

47 pages + workbook / no filler social posts

You get 18 editable business documents for quoting, onboarding, cleaning, invoicing, policies, job records and stock control—plus the cleaning quote and profit workbook, which opens in Excel 2016+ and Google Sheets.

Built for small residential and commercial cleaning businesses. Works anywhere: tax, currency and business-number fields are placeholders. Australian notes page included.

Add your business details, choose the clauses and tasks that match your service, set your own prices and start using the pack.

WHAT’S INSIDE

Buyer guide — 3 pages

• Setup and customisation steps
• Editing instructions: the documents open in Word, Google Docs, PowerPoint, Google Slides (and Canva via import)
• A start-to-finish client workflow
• Workbook setup and use

Client and sales documents — 11 pages

1. Client Intake Form — 4 pages
2. Cleaning Quote Template — 3 pages
3. Recurring Cleaning Service Agreement Template — 4 pages

Cleaning checklists — 12 pages

4. Standard Residential Cleaning Checklist — 3 pages
5. Deep Cleaning Checklist — 3 pages
6. End-of-Lease Cleaning Checklist — 3 pages
7. Office and Commercial Cleaning Checklist — 3 pages

Billing and pricing — 6 pages

8. Invoice Template — 2 pages
9. Receipt Template — 1 page
10. Price List Template — 3 pages

Policies and client care — 8 pages

11. Cancellation and Rescheduling Policy Template — 2 pages
12. Key and Access Policy Template — 2 pages
13. Damage and Breakage Policy Template — 2 pages
14. Satisfaction Guarantee and Complaints Process Template — 2 pages

Daily operations — 9 pages

15. Job Completion Report — 3 pages
16. Client Feedback Request Card — 1 page
17. New Client Welcome Letter — 2 pages
18. Supplies Inventory and Reorder List — 3 pages

Australia notes — 1 page

19. Australia Notes — 1 page

That is 47 pages of editable forms and documents, plus the 3-page buyer guide.

THE QUOTE AND PROFIT WORKBOOK

Quote by room, extras, clean type, condition, frequency, team size and travel. Then log clients, jobs and expenses to compare quoted person-hours with actual time and review revenue, wages, expenses, net profit, unpaid amounts and tax collected.

The workbook includes:

• Start Here sheet with five setup steps
• Editable wage, supplies, travel, target margin, minimum price and tax settings
• Editable room times, clean-type and condition adjustments, frequency discounts and 10 extras
• Quote Calculator with a customer quote block
• Clients table with 100 rows
• Jobs table with 1,000 rows
• Expenses table with 300 rows
• Year Dashboard with summary figures, client and clean-type tables, red flags and three charts
• Sample data you can remove after setup
• Quick-start PDF

Opens in Excel 2016+ and Google Sheets. No macros, add-ins or subscription. Not tested in Numbers.

WORKS ANYWHERE

• Tax line with your own label and rate: GST, VAT or sales tax
• Business-number field for an ABN, EIN, VAT or company number
• Currency placeholder in every template price field
• Residential, deep, end-of-lease and office scopes
• Plain-English recurring-service terms
• Pricing structure without invented market rates
• Australian notes page: GST, Tax Invoice, consumer-guarantee wording and 000

HOW TO USE IT

1. Replace the fill-in fields with your business and contact details.
2. Add your logo, colours, prices and service rules.
3. Remove clauses, tasks and options that do not fit your business.
4. Set your costs and quote rules in the workbook.
5. Export client copies as PDF and keep an editable master.

This is a digital download. No physical item is shipped. Software, printing and professional services are not included.

These are general editable business templates, not legal advice or a substitute for advice about your services and circumstances. Review the agreement and policies before giving them to clients.

Built with AI tools; sold and supported by this shop.

YOU DOWNLOAD 5 FILES

• PDF pack: 19 print-ready A4 PDFs
• Word pack: 19 editable DOCX files (opens in Word and Google Docs)
• PowerPoint pack: 19 editable PPTX files, one slide per page (opens in PowerPoint, Google Slides and Canva via import)
• Workbook pack: the XLSX workbook and its quick-start PDF
• Start-here guide (PDF)

FAQ

1. Can I edit the documents?

Yes. The documents come as editable Word (DOCX) and PowerPoint (PPTX), plus print-ready PDF files. Together they open in Word, Google Docs, PowerPoint, Google Slides (and Canva via import). Check every imported page before exporting.

2. What does the workbook calculate?

It builds cleaning quotes from your own settings and tracks quoted time, actual person-hours, client and job results, expenses, unpaid amounts and tax collected. It does not set market prices or predict future income.

3. Does the workbook open in Google Sheets?

Yes. Import the XLSX file using File → Import → Upload. The formulas use functions available in Excel 2016+ and Google Sheets. Keep a backup and review calculated results after import.

4. Can I use this for both homes and offices?

Yes. The pack includes standard residential, deep-clean, end-of-lease and office checklists, plus shared intake, quote, billing, access, damage, complaint and job-report documents. Customise the scope for each client.

5. Is this customised for my business?

No. You receive editable templates and a configurable workbook. You add your details, prices, service area, payment terms, policies and selected tasks. Customisation, printing and professional review are not included.

6. Can I print it?

Yes. The PDFs are print-ready A4 pages. Print at home or at a print shop; on US Letter paper choose Fit to page.

7. Can I download on my phone?

Not in the Etsy app, which can't download digital files. Open Etsy in your phone's browser, go to Purchases and tap Download Files. The packs are ZIP files: your phone's Files app opens them, but editing is easiest on a computer.

8. How do I get the files?

Right after payment, go to You → Purchases on Etsy and click Download Files. They stay in your Purchases, so you can download them again later.

9. Can I add my logo and colours?

Yes. In the Word and PowerPoint files you can change every word, add your logo and swap fonts and colours. The PDFs are fixed print copies.

10. What size are the pages?

A4. In Word or Google Docs you can switch to US Letter; check the layout after changing.

11. Is the service agreement legal advice?

No. It's a general editable template. Review it, and get advice if you need it, before giving it to clients.