An editable Excel and Google Sheets system for cleaning business owners: leads, quotes, scheduling, recurring clients, revenue, expenses and profit in one connected workbook.

What’s inside:

• CLEAN workbook (your business data) + DEMO workbook with sample data
• Lead and follow-up CRM view
• Quote builder that shows price, direct costs, gross profit and margin before you send
• Dashboard for revenue, margin, pipeline and action items
• 15 client-form templates (editable Word + printable PDF), including a service agreement and invoice
• AI Workflow Library: 18 written prompts for the AI assistant you choose
• Marketing copy templates with PDF previews
• Quick Start Guide and Full User Guide (PDF)

One-time purchase, no subscription. Instant ZIP download. Works in Excel 2019+ / Microsoft 365 (Windows or Mac) and Google Sheets. Apple Numbers not supported. AI tools and Microsoft Office not included. No guaranteed revenue, growth or profit.