Cleaning Manager’s Dashboard

A detailed spreadsheet that allows you to enter all of your business income and expenses to determine your current breakeven point.  Then, you project your desired income to determine how much profit must be added to each job.  Once you enter the desired gross billing rate, the spreadsheet will also show how much a square foot to charge.

This pricing form can be taken to any job.  It allows you to view and rate all the common difficulty variables that will affect the job time, and the production rate.
By determining your desired overhead and profit, and adding it to the total, the spreadsheet calculates the price per square foot to charge on each commercial job.

This pricing form can be taken to any job.  It allows you to view and rate all the common difficulty variables that will affect the job time, and the production rate.
By determining your desired overhead and profit, and adding it to the total, the spreadsheet calculates the price per square foot to charge on each commercial job.

This form allows you to enter the dimensions of each area for a large commercial facility.
Then, you enter a Difficulty score and the spreadsheet prints out a detailed price list for you and the customer.

A handy estimate or proposal form that can be used to quote jobs.

This spreadsheet allows you to track all proposals from the $ Calc estimate sheet.  Once you enter the job time, the spreadsheet shows your production rate and gross earnings per hour.

This page allows you to collect pricing information from other cleaning companies, and view the price comparisons.  It becomes a great tool to evaluate the competition.

A handy check list to help identify if you have the resources to handle an extra-large bid.

Allows you to enter the work schedule each week for all of your jobs.  It tracks the jobs, the dollar amounts, job details, and links to a map. It also shows a graph of your weekly earnings compared to your goal for the week.

Allows you to enter the work schedule for all jobs each week and for up to three vans.

This form can serve as a job ticket for each job.
It is best used to describe in detail, the exact job.  It can be turned back in, to verify the work has been completed, and to serve as salary earnings that are due to the worker.

Creates an Invoice that totals the job price, and can be mailed, or emailed to the customer to request payment. This spreadsheet allows you to create a master with your company info, and then duplicate it as many times as desired.  You can automatically fill in the customer info with a copy and paste function, and also sort to locate any Invoice in the system.

This spreadsheet allows you to enter the weekly hours for each worker.  It automatically calculates how many hours for the week are projected per worker.

Allows you to record job billing amounts, notes about each job, and track the follow-up date for call-backs.

Allows you to record each phone call for re-works, problems, call-backs, or complaints.  Track the reasons by worker, and resolve challenges to improve future results.

Allows you to track all of your equipment including purchase date, vendor, current location, repairs, parts, replacement date and overall rating.

Keep track of all of your cleaning products to know how much you use each month, and the total cost.

Keep accurate records of all suppliers or vendors where you purchase your equipment and chemicals. Tracks pricing and contact info.

Helps keep track of all employees with the important information for each worker.

These cards can be used for employees to record the hours they have worked each week.

Calculates the gross and net pay for each employee.

Calculates exact payroll deductions in each category for all employees.

Displays employee payroll income and deductions to accompany paychecks.

This chart records and tracks time-off for each worker.

This form can be printed and used to track mileage for each company vehicle.

Can be used to track the overall performance of each technician including up-sells that may qualify for addition commissions.

Daily calendar to organize your work.

Allows you to enter all of your deposits, checks and credit or debit card expenditures.  The spreadsheet keeps track of your current checking account balance.

Allows you to establish a budget amount for each expense category, and then enter the actual amount. The spreadsheet calculates the amount over or under.

A list of 74 possible tax deductible expenses with links to the IRS details.

A handy worksheet to track company performance by listing Key Performance Indicators.

The Account Retention Plan spreadsheet shows 13 areas that must be considered, tracked, and improved to excel in account retention.

The SWOT worksheet stands for:  Strengths, Weaknesses, Opportunities and Threats.  It allows you to evaluate your market and business plans to capitalize on your strengths and improve your weaknesses.  Time spent analyzing your business, can ensure your continual growth.

Profit and Loss or Income/Expense Statements are used to determine your level of profitability.  It also provides data that shows any positive or negative trends.

This spreadsheet allows you to evaluate and score 47 of management skills as they relate to building a successful business. This is a great tool to track your progress, or areas that need improvement, on your way to success.

Check out more free spreadsheets that can be downloaded for your company use.

Shows how to import or export data to some of the most popular programs.