Cleaning Business CRM + Live Dashboard (Digital Download)

Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.

Every client, visit, cleaner, quote and invoice in one place, with recurring revenue and labor cost you can see at a glance.

Made for residential maid services and commercial cleaning companies. Keep recurring clients on schedule, see who is due but not booked, price against your real labor cost and keep the team's week full. The live dashboard shows revenue, recurring revenue, active recurring clients, revenue per labor hour, labor cost %, close rate, lead response, churn, complaints, money owed and what needs attention today.

What's included

• Cleaning Business CRM + Live Dashboard - BLANK.xlsx (ready for your data)
• Cleaning Business CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
• Access card (PDF) with setup steps and a QR code to your live dashboard
• Live online dashboard for phone, tablet or computer
• 3 team seats: you plus 2 teammates

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

Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.

How it works

1. Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
2. Go to buckeye-planners.web.app/pro-crm-cleaning and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
3. Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
4. Tap Team to add teammates by email. They sign in with that email and see the same dashboard.

Good to know

• Room for 2,000 rows per tab.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
• One-time price, no monthly subscription.
• Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
• Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,000).
• Digital download only. No physical item is shipped.
• Sample names and numbers are made up.
• 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.