Cleaning Company Invoice Suite

Create cleaning estimates, invoices, and follow-up workflows in minutes.

Business Command Center

Watch cleaning volume, revenue, labor, expenses, and profit in one place. Switch between potential and realized numbers, then drill into clients, team performance, and operating costs.

Performance Dashboard

See job volume, financial trends, and profitability by client and team member.

Profitability Over Time

Revenue, labor expense, job costs, and net profit across the selected time range.

Operating Expenses

Track recurring business costs outside of individual cleanings.

Revenue & Profit By Client

See which relationships drive the most revenue and net profit.

Client Jobs Revenue Labor Other Costs Net Profit

Labor Expense By Team Member

Track jobs worked, labor expense, hours, and overall performance score.

Team Member Jobs Hours Labor Expense Overall Score

Daily Performance Table

Review cleanings, revenue, labor, expenses, and profit bucketed by day.

Date Cleanings New Leads Revenue Labor Other Expenses Net Profit

Month-To-Month Growth

Track lead flow, client growth, rebookings, and sales momentum month over month.

Month New Leads New Clients Rebookings Sales Sales Growth

Create New Invoice

Move through the setup steps with the arrows, then save when the invoice preview looks right.

Package Template

Choose the template here. Package setup, room pricing, checklist editing, and add-on management all live on the Manage page.

Selected Template

Choose a package template to preview its scope.

Property Details

When billing by the room, these counts are multiplied by the room unit prices saved on the Manage page.

Used for hourly pricing. Team labor hours can be adjusted later from the saved invoice.
Enter room counts above to see a suggested labor estimate from your saved room times.

Add-ons

No add-ons selected.

Discounts & Fees

If the configured default deposit amount is selected, the invoice will use the company deposit payment link unless you replace it.

Booked cleaning management, job status updates, and team assignment all happen from the Booked Cleanings page after you save this invoice.

Step 1 of 4
Your Cleaning Company

Service Invoice

Client Ready
Amount Due $0.00
Service Date Not scheduled
Payment Terms One Time Payment

Service Company

Your Cleaning Company

Prepared For

Client Name

Phone

Email

Service Address

Service Overview

Client Type Residential
Property Details Bedrooms / Bathrooms / Sq Ft
Selected Package Package
Scheduled For Not scheduled
Description Billing Amount
This estimate reflects the selected package and can be updated if the final scope changes on site.

Cleaning Checklist

Subtotal $0.00
Discount $0.00
Tax / Extra Fee $0.00
Total $0.00

Amount Due

Amount Due $0.00
Service Total $0.00

Service Terms

Manage Invoice Settings

White-label the app for each cleaning company, then manage packages, room pricing, add-ons, and discounts here. The Create Invoice page only uses the settings and templates you save on this page.

Business Settings

Brand the portal, control invoice defaults, and set the policies buyers expect before you sell this to another cleaning company.

Package Templates

Create and maintain the templates your team will choose from on the Create Invoice page.

The base package price is added before hourly, room-based, custom, and add-on pricing.

Room Pricing Template

Set one unit price, one unit time, and the room-specific checklist here. On the invoice page, the user only enters room counts and the app multiplies automatically.

Set the unit rate card

Each room type is priced once here. The invoice form will multiply these regular or deep rates by the room counts entered for the job, and the room checklist will populate automatically.

Enter the unit price and estimated hours for each room type.

Add-ons

Discount Templates

Inventory Management

Track what you purchased, what it cost, what is left in stock, and what needs reordering.

Booked Cleanings

Run the cleaning from this record, then open the deposit, balance, or full invoice nested inside the job.

Cleaning Client Total Team Cost Net Profit Job Status Invoices Paid Paid Proof Cleaner Payouts Cleared In Bank Schedule Team Next Action Actions

Leads & Clients

Manage lead and customer records, keep profile history clean, and import spreadsheet-based contact lists.

Client Status Contact Address Cleaning History Preferences & Feedback Actions

Lead Pipeline

Track every lead from first inquiry to booked customer. Switch between kanban and list view, and customize the columns to match each cleaning company’s sales process.

Lead Snapshot

See where leads are sitting, how much pipeline value is open, and what needs follow-up next.

Pipeline Board

Double-click any record card or row to open the profile.

Calendar & Tasks

Track cleaning bookings, sales calls, reminders, and internal tasks in calendar view or list view.

Schedule Overview

Create reminders, tasks, and sales calls from a focused modal. Cleaning bookings from invoices still appear here automatically.

Schedule View

Current month

Team Members

Track availability, pay rates, job history, and performance scoring for every cleaner.

Name Role / Status Pay Rate Overall Score Availability Assigned Jobs Open Payout Actions

Import / Export All Data

Export or import business settings, clients, invoices, packages, discounts, add-ons, scripts, team members, expenses, pipeline columns, and schedule items.

Clients

Import a CSV or paste rows from Sheets, then map columns into client fields.

Invoices

Map invoice numbers, service dates, package details, payment status, and more.

Team Members

Bring in cleaners, hourly pay rates, and availability data from a sheet.