Cleaning Business CRM + Live Dashboard: Done-For-You Setup

We set it up for you. Get the Cleaning Business CRM + Live Dashboard built around your business: your client list (with each client's frequency and price) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.

Made to order. After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.

Made for residential maid services and commercial cleaning companies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.

What's included

• Everything in the Cleaning Business CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card
• Your client list (with each client's frequency and price) imported from a spreadsheet or CSV, up to 1,000 rows
• Your pipeline stages, team, goals and business name set for you
• A 30-minute setup call
• A walkthrough video of your finished CRM
• 10 team seats, with your team added for you
• 30 days of email support after delivery

What happens after you order

1. Order. We email you within 1 business day to schedule your setup call.
2. Setup call (30 minutes). We confirm your stages, team, goals and business name, and collect your list.
3. We build. We import your list, set everything up and load it into your live dashboard.
4. Review and go. You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.

Have these ready for the call

• Your client list (with each client's frequency and price) as a spreadsheet or CSV export (up to 1,000 rows)
• Your services and visit frequencies, your cleaners and pay rates, and your office hours
• The names and emails of the people who will use it (up to 10 seats, including you)
• Your logo, if you'd like it on your workbook
• Whether you'll use Microsoft Excel or Google Sheets

What it does

• Clients with frequency (weekly, biweekly, monthly, plus commercial 2x, 3x and 5x weekly), price, cleaner and status
• Visits with cleaners and labor hours, and labor cost including payroll burden and optional drive minutes
• Recurring clients due but not scheduled, and a two-week team-by-day capacity grid
• Price review: clients under your $ per labor hour goal, the price at goal and the monthly lift
• Skip reasons and repeat skippers, 3/6/12-month retention, lifetime value and a win-back list
• Lead response time counted in office hours, a not-contacted-yet alert, and cost per lead and per new client by source
• Month forecast: done plus booked plus recurring not yet booked, against your goal
• Complaints and quality, with a printable quality checklist tab
• Copy tomorrow's reminder texts or each cleaner's day list, or open email drafts in your own email app (nothing is sent automatically)

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Schedule, Clients & Recurring, Leads & Quotes, Team & Labor, Quality, Invoices & AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a cancelled client with no cancel date, the dashboard tells you.

Team seats

Done-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? Extra Team Seats add 5 more at a time, up to 25 in total.

Good to know

• Made to order. This is a setup service plus a digital product; nothing ships.
• We import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• One-time price, no monthly subscription.
• Need custom fields, more than 25 people or something built from scratch? Ask about a fully custom CRM (from $3,000).
• Because every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.