Window Cleaning Business Planner Google Sheets Excel | Price Per Window Quote, Client Quote, Client Tracker, Schedule, Profit

Seller's description

Quote any house by the window, keep repeat clients coming back on time, and see your real profit.

This Window Cleaning Business Planner is a ready-to-use spreadsheet for Google Sheets and Excel. Set your price and minutes for each window, French pane, sliding door and skylight, plus extras like screens, tracks, gutters and hard water removal. On Quote, type how many of each: price, time on site, supplies and profit per hour are worked out, with a check against your target rate. Print the Client Quote or save it as a PDF; your costs never show. Clients keeps every client with windows, usual price and how often you come back, and works out the next visit due. Log every job on Jobs, and Schedule shows who is due next, soonest first, with overdue in coral. Money keeps your expenses with profit and loss by month. Type in the yellow cells; everything else is calculated for you.

▶ VIDEO TUTORIAL: see every tab in about a minute: https://youtu.be/8PQnEykMPFs

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WHAT’S INSIDE (FULL VERSION, 9 TABS)
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• Start Here: quick setup guide
• Dashboard: income, profit and jobs this month, clients due, profit per hour, repeat clients, average job, profit this year, income vs profit chart, income by job type, jobs by month, due next and top clients
• Quote: up to 10 services with how many, discount, minimum job, price to quote, time on site, supplies, profit and profit per hour
• Client Quote: a one-page quote to print or save as a PDF, with your terms and a signature line
• Clients: up to 150 clients with windows, usual price, how often, visits, income, last visit, next due and status
• Jobs: up to 800 jobs with job type, price, tip, hours, helper hours, miles, supplies, profit and profit per hour
• Schedule: who is due next, soonest first, with address, phone, price and days
• Money: business expenses plus profit and loss by month
• Setup: price and minutes per window, pane and extra, how often clients repeat, rates and lists

A tab bar at the top of every page lets you jump between tabs in one click.

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YOU GET 4 FILES
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• Full version with sample data (see it working)
• Full version, blank
• Lite version (6 tabs: Start Here, Dashboard, Quote, Clients, Jobs, Setup) with sample data
• Lite version, blank

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HOW IT WORKS
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1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup (about 2 minutes) with your price per window and extra, then quote your first house.

Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.

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LIFETIME UPDATES + FREE SMALL CHANGES
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Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.

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PLEASE NOTE
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• This is a digital download. No physical item will be shipped.
• Numbers are what you type in. Not tax or accounting advice.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.

Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.