01. Instructions
How to save, complete, reuse and print the forms.
NEW BUSINESS RESOURCE
Organize each cleaning job.
Fillable PDF forms plus Excel workbooks for estimates, invoices and payment follow-up. English, French and Haitian Creole editions are included in one proposed bundle.
Review draft - not available to buy
Proposed bundle price
$19 USD
All three editions. Price is provisional; checkout is closed.
See the actual pages
- 3 PDFs + 3 Excel workbooks
- 9 PDF pages per edition
- 4 sheets per workbook
- 205 fields per PDF
Excel calculation workbooks
Each language workbook includes a guide, estimate, invoice and payment tracker. Enter details in amber cells and keep the formulas in gray cells. The worksheets calculate amounts as you edit; they do not update the separate PDFs.
Eight business forms, plus instructions
English, French and Haitian Creole
- Instructions
- Service estimate
- Customer invoice
- Client questionnaire
- Agreed cleaning scope
- Visit checklist
- Job schedule
- Payment tracker
- Visit handover
Actual page previews
These images show the current review draft. Open a page image to inspect it. The editable PDFs are not publicly downloadable here.
02. Service estimate
Record the service, quantities, prices and proposed total.
03. Customer invoice
Record the amount billed, payments received and balance.
04. Client questionnaire
Collect the requested service, property details and special requests.
05. Agreed cleaning scope
Agree included work, exclusions, supplies and access arrangements.
06. Visit checklist
Select Done, Pending or Not included for 12 visit tasks.
07. Job schedule
Record the job, assigned cleaner, next action and due date.
08. Payment tracker
Track invoice totals, cumulative receipts, balances and follow-up.
09. Visit handover
Record finished work, exceptions, issues and responsibility for follow-up.
How the kit works
- Open the chosen PDF edition in an application that supports fillable forms.
- Enter your business details and save a separate copy for each client or visit.
- Complete the forms, verify your entries, then print or share the completed pages.
What to know before choosing
The PDFs are manual forms. Excel workbooks calculate line amounts, totals and balances from your entries, and identify incomplete rows, duplicate invoice IDs and overdue balances using your chosen review date. Enter tax as an amount; the workbook does not determine tax obligations. Each estimate/invoice supports 12 service lines; the payment tracker supports 100 invoices. You enter invoice records in the tracker separately. No automatic notifications, booking, payment processing, cloud synchronization or electronic signatures are included. Test the review edition in your spreadsheet application before business use.
Your business supplies prices, applicable taxes, service terms and local requirements. Verify the scope and site conditions before work. Use a secure method for access details; do not put alarm codes or key locations in these forms.
Business use
The proposed purchaser license allows reuse and customization of the forms for the purchaser’s own business and sharing completed forms with clients. It does not allow resale or redistribution of the blank templates.
Want to know when it is ready?
You can open a WhatsApp draft to ask about this kit. This is an inquiry, not an order or a reserved purchase. The website does not save your interest.
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