(650) 332-8623Free Cleaning Templates: Edit in PDF, Word, Excel, or GDocs (Bid, Invoice, Contract + More!)
Simplify your cleaning business paperwork with customizable cleaning templates — download free in PDF, Excel, and/or Google Sheets for easy customization!
Running a cleaning business is about keeping things spotless—not just in the places you clean but also in handling your documentation. Cleaning templates can help you do just that.
Cleaning templates offer your team ready-made business documents that can be downloaded and used instantly. This lets employees focus on the job without wasting hours fiddling with Microsoft Word or Excel.
Think about how much easier it would be if your cleaning team could pull up professional, detailed templates wherever they are. No more dealing with scattered notes, missed line items on quotes, or headaches from trying to piece together an invoice after a long day.
With cleaning templates, your cleaners can write everything down quickly, consistently, and accurately, giving your business a more polished and professional image that clients immediately notice.
Providing transparent, clear, and professional communication through cleaning templates makes building trust with your clients and gaining long-term business relationships easier. This drives your cleaning business’s profitability, as 61% of small businesses get over half of their revenue from repeat customers.
Using cleaning templates with a consistent format lets you be confident that your team won’t miss any crucial details. This method also keeps customers informed about service inclusions, prevents disputes over the final bill, and protects your business from other legal risks.
Ready to simplify your cleaning team’s operations? Download our free cleaning business templates below and see the difference for yourself.
When you’re ready to go beyond templates, Workyard’s cleaning service software can help you organize, assign, and monitor all your booked cleaning jobs digitally—keeping business running smoothly without the hassle of paperwork.
Templates by Type
- Cleaning Invoice Template
- Cleaning Proposal Template
- Cleaning Estimate Template
- Cleaning Quote Template
- Cleaning Contract Template
- Cleaning Bid Template
Cleaning Invoice Template
Staying on top of billing can be a hassle, especially when you’re juggling multiple cleaning jobs. Our free Cleaning Invoice Template helps simplify things by organizing all the details—like services, hours worked, and materials—so you can get paid faster. It’s straightforward to use and gives your clients a clear breakdown, reducing the chances of confusion and payment delays.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Pre-built Fields: Enter services, descriptions, quantities, unit prices, and totals.
- No-Nonsense Layout: Simple design that’s easy to fill out and read.
- Works How You Want: Edit in Word, PDF, Excel, Google Sheets, or Google Docs.
- Use It Anywhere: Access it digitally or print it for field use.
- Payment Terms: Add due dates to keep payments on track.
PDF
Word
Google Doc
Excel
Google Sheets
Cleaning Proposal Template
A well-organized proposal can make all the difference in winning new cleaning jobs. Our free Cleaning Proposal Template helps you outline your services, pricing, and terms, so your clients know exactly what to expect. Customize it in Word, PDF, Excel, Google Docs, or Google Sheets, and show clients you’re ready to deliver quality service from day one.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Company and Client Info: Enter your business details and client information.
- Scope of Work: Break down all cleaning tasks and services offered.
- Cost Breakdown: Itemized pricing for each service and material.
- Terms and Conditions: Clearly outline expectations and responsibilities.
- Custom Branding: Add your company logo for a professional touch.
Cleaning Estimate Template
Providing an accurate estimate upfront helps set clear expectations with your clients. Our free Cleaning Estimate Template makes it simple to outline your services and costs, so there are no surprises later on. Customize it in Word, PDF, Excel, Google Docs, or Google Sheets, and give your clients a clear, professional estimate that builds trust from the start.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Customizable Line Items: Add tasks, rates, and services provided.
- Clear Cost Breakdown: Show labor, materials, and fees for transparency.
- Company Logo and Info: Include your branding for a professional look.
- Client Details: Enter customer name, address, and contact information.
- Subtotal and Total: See all items and tax rates for easy calculations.
- Terms and Conditions: Include important policies or job-specific notes.
Cleaning Quote Template
Sending a professional, clear quote is key to setting the right expectations with clients. Our free Cleaning Quote Template helps you break down tasks, hours, and costs, so there’s no confusion about pricing. Customize it in Word, PDF, Excel, Google Docs, or Google Sheets, and present quotes that help you win more cleaning jobs.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Pre-built Line Items: Enter tasks, hours, rates, and amounts.
- Customizable Layout: Adjust sections to fit any cleaning job.
- Company Logo and Info: Add your logo and business contact details.
- Client Info: Fill in the customer’s name, address, and contact details.
- Subtotal and Total: See all items and tax rates for easy calculations.
- Validity Period: Set how long the quote is valid.
Cleaning Contract Template
Making sure everything is clearly laid out before starting a cleaning job is key to avoiding misunderstandings. Our free Cleaning Contract Template makes it easy to spell out the scope of work, payment terms, and what both you and the client are responsible for. It’s simple to customize and gives you the peace of mind that everyone’s on the same page from day one.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Service Scope: Clearly define cleaning tasks, frequency, and expectations.
- Payment Terms: Set clear amounts and payment due dates.
- Client and Contractor Responsibilities: Outline the obligations of both parties.
- Customizable Fields: Adjust for any type of cleaning service.
- Signatures: Ensure both you and your client sign off to finalize the agreement.
Click to download template
Cleaning Bid Template
Submitting a clear and competitive bid is key to winning larger cleaning contracts. Our free Cleaning Bid Template helps you present all the necessary details—like pricing, services, and timelines—in a professional and easy-to-understand format. Customize it in Word, PDF, Excel, Google Docs, or Google Sheets, and submit bids that stand out from the competition.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Comprehensive Job Breakdown: Enter tasks, labor, materials, and fees.
- Customizable for Any Project: Adjust for both small and large cleaning jobs.
- Detailed Cost Estimates: Provide a clear, itemized breakdown of costs.
- Project Scope and Timeline: Outline the work to be done and expected timelines.
- Subtotal and Total: See all items and tax rates for easy calculations.
Looking for an easier way to manage and document cleaning jobs? Try Workyard!
See how it works
What Are Cleaning Templates?
Cleaning templates are pre-designed, customizable documents that help cleaning businesses standardize their paperwork.
Here’s a quick rundown of the different cleaning templates businesses commonly use:
- Cleaning Invoice Template – captures all necessary billing details, such as services provided, rates, and materials used.
- Cleaning Proposal Template – offers a professional breakdown of services, timelines, and pricing.
- Cleaning Estimate Template – breaks down estimated costs for cleaning services.
- Cleaning Quote Template – outlines specific service costs in an easy-to-understand format.
- Cleaning Contract Template – sets clear legal expectations for both parties, covering service scope, payment terms, and responsibilities.
- Cleaning Bid Template – used for larger commercial projects, this template provides a detailed breakdown of costs and scope, helping you win competitive bids.
Good Examples of Cleaning Template Use
Cleaning templates help streamline and simplify essential tasks for your cleaning business. Below are some key scenarios where each template can benefit your team and improve your overall workflow:
1. Cleaning Invoice Template: Efficient, Professional Billing
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Invoicing Multiple Clients in a Day: After completing multiple cleaning jobs daily, it can be hard to remember each detail. The Cleaning Invoice Template lets your team immediately document the services provided, hours worked, and materials used, ensuring each client receives an accurate, professional invoice.
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Handling Recurring Clients: For clients with regular cleaning schedules, the template allows you to reuse and customize invoices quickly, saving time and ensuring consistency in billing.
2. Cleaning Proposal Template: Win Clients with Clear, Detailed Proposals
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Pitching New Commercial Contracts: When bidding on a large office cleaning contract, you need a clear, detailed proposal to present your services and pricing. This template helps you deliver a professional breakdown of the work scope, cost, and schedule, making it easier to impress and win over new clients.
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Offering Specialized Cleaning Services: If you’re offering specialized services like deep cleaning or floor maintenance, the Cleaning Proposal Template allows you to outline the details and associated costs, giving potential clients a clear understanding of the work involved.
3. Cleaning Estimate Template: Transparent Pricing Upfront
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Providing Quotes for Large Jobs: When a client asks for an estimate for a large commercial or residential cleaning job, this template allows you to itemize the expected labor, materials, and time costs so there are no surprises later.
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Clarifying Costs for New Services: If you’re introducing new services or packages, the Cleaning Estimate Template helps you present pricing in a way that’s easy for clients to understand, ensuring transparency from the start.
4. Cleaning Quote Template: Professional, Easy-to-Understand Pricing
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Presenting a Quick Quote for One-Time Jobs: When clients need a fast, no-fuss price for a one-time cleaning job, this template lets you deliver a professional quote quickly. This ensures the client has clear expectations before work begins.
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Handling Requests for Multiple Services: For clients who need multiple cleaning services in one go, the Cleaning Quote Template allows you to itemize and price each task, ensuring clarity and helping clients make informed decisions.
5. Cleaning Contract Template: Protect Your Business and Set Clear Expectations
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Securing Long-Term Commercial Contracts: When entering into long-term agreements with commercial clients, a contract template ensures both parties understand the terms, scope, and payment schedule, reducing the risk of misunderstandings or disputes.
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Covering Liability and Service Scope: If your cleaning business deals with sensitive environments, like medical facilities, this template helps set clear expectations for services and liability, protecting your team and the client.
6. Cleaning Bid Template: Win Competitive Bids with Professional Breakdowns
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Bidding for Large Commercial Projects: When competing for big cleaning jobs, like office complexes or retail spaces, this template allows you to present a professional, detailed bid that includes the scope of work, timeline, and costs, giving you an edge over competitors.
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Presenting Comprehensive Pricing to Clients: If a potential client needs a detailed breakdown of services for a large project, the Cleaning Bid Template ensures you provide a clear, easy-to-follow bid, helping you stand out and secure the contract.
A Step-By-Step Guide to Using Cleaning Templates
Incorporating cleaning templates into your team’s workflow helps you stay organized, professional, and efficient, whether invoicing, estimating, or securing a new contract.
Here’s a step-by-step guide on using each template for specific business functions:
1. Select the Right Template for the Job
- Cleaning Invoice Template: Best for documenting completed cleaning jobs, including labor hours, services provided, and any extra costs, like cleaning supplies.
- Cleaning Proposal Template: Ideal for presenting your services, timelines, and costs to potential clients, especially for larger or recurring cleaning contracts.
- Cleaning Estimate Template: Use this to give clients a breakdown of all anticipated costs, from labor to cleaning supplies, before starting the job.
- Cleaning Quote Template: Provide specific pricing for cleaning services, ensuring clients know exactly what they’ll pay before the job begins.
- Cleaning Contract Template: Essential for securing agreements on larger or recurring cleaning services, and setting expectations and payment terms.
- Cleaning Bid Template: Best for commercial or competitive bids, offering a detailed breakdown of services and costs to help secure large cleaning contracts.
Action: Choose the template that best fits the task, ensuring your team has easy access to the correct one.
2. Customize the Template for Your Business
- Invoice Template: Add your company logo, client information, and other general details.
- Proposal Template: Customize service categories, timelines, and pricing, leaving space for your team to adjust based on client needs.
- Estimate Template: Add your company logo and business details, leaving job-specific costs blank until you have direct contact with the client.
- Quote Template: Customize with your logo and basic business details, leaving pricing and job-specific sections for the team to fill out during consultations.
- Contract Template: Personalize with your business details and ensure sections for timelines, payment schedules, and job responsibilities are clearly defined.
- Bid Template: Add your logo and basic business details, leaving a detailed breakdown of services, costs, and timelines for your team to complete based on the job.
Action: Customize the basic details like your company’s logo, and leave the job-specific sections for your team to fill out when interacting with the client.
3. Train Cleaners on How to Use the Templates
- Invoice Template: Show your team how to quickly fill in invoices after each cleaning job, listing services provided, labor, and any extra costs.
- Proposal Template: Train your team to use the Proposal Template when presenting service options, timelines, and pricing to potential clients.
- Estimate Template: Teach cleaners to fill out estimates during consultations, providing clients with a detailed breakdown of expected costs.
- Quote Template: Ensure your team knows how to use the Quote Template to provide clear, upfront pricing for cleaning services.
- Contract Template: Guide your team in reviewing contracts with clients on-site, ensuring that both parties understand the terms and responsibilities.
- Bid Template: Walk your team through completing bids, helping them finalize project specs, costs, and timelines for larger cleaning jobs.
Action: Train your employees on how to efficiently use each template, whether on-site or in the office, to streamline operations.
4. Implement Templates in Your Daily Operations
- Invoice Template: Encourage your cleaning employees to complete invoices on-site once the cleaning job is finished, documenting all services and costs before leaving.
- Proposal Template: Have your team present proposals early in discussions to give clients a clear understanding of services, costs, and timelines.
- Estimate Template: Let your team fill out the Estimate Template on-site, providing clients with a clear breakdown of anticipated costs.
- Quote Template: Ensure your team provides quotes to clients before starting the job, confirming service prices and reducing the risk of disputes.
- Contract Template: Make sure larger jobs are formalized on-site by reviewing the Contract Template with clients and finalizing the agreement.
- Bid Template: Instruct your team to submit bids during initial discussions, outlining services and costs in detail to secure contracts.
Action: Integrate templates into your team’s daily workflow, ensuring that paperwork is completed accurately and on-site.
5. Share Templates with the Office and Clients
- Invoice Template: After completing a cleaning job, cleaners or cleaning employees can send the invoice directly to the office for processing, speeding up the billing cycle.
- Proposal Template: Send completed proposals to clients to provide them with a clear overview of services, pricing, and timelines.
- Estimate Template: Share the estimate with clients right after filling it out, ensuring they have a clear understanding of the costs involved.
- Quote Template: Forward the completed quote to clients before starting the job, confirming service prices and minimizing disputes.
- Contract Template: After finalizing contracts, cleaners can upload them to the office system to ensure agreements are properly documented.
- Bid Template: Completed bids can be shared with the office or sent to clients to prevent delays in project approvals.
Action: Set up a streamlined process for sharing completed templates with the office and clients, ensuring smooth communication and documentation.
6. Review and Analyze Completed Templates
- Invoice Template: Review completed invoices to ensure all services and costs are accurately recorded, and payments match the work done.
- Proposal Template: Analyze which proposals led to closed deals, helping refine your approach for future jobs.
- Estimate Template: Evaluate estimates to ensure they align with final costs, improving pricing accuracy on future jobs.
- Quote Template: Review quotes to identify patterns in pricing and client approvals, refining your quoting process.
- Contract Template: Check finalized contracts to ensure all terms, timelines, and payments are well-documented and clear.
- Bid Template: Track successful bids to improve your bidding strategy, helping you win more large-scale contracts.
Action: Regularly review completed templates to ensure accuracy and gather insights that will help improve processes and client satisfaction.
Your Next Steps With Cleaning Templates
Cleaning templates are valuable tools that help simplify your daily operations. However, while these templates can significantly benefit your business immediately, they have limits, especially as your business grows.
Relying too heavily on paperwork can slow your team down and prevent them from focusing on higher-impact tasks. More paperwork means more time spent on manual processes, making it difficult for your business to scale efficiently as your workload increases.
Streamline Your Cleaning Business With Workyard
Workyard offers the features your business needs to move beyond templates and truly optimize your operations.
Workyard frees your team from administrative burdens through:
- Real-Time GPS Location Tracking: Ensure your cleaning crews are where they need to be, improving accountability and route efficiency.
- Simplified Scheduling and Job Tracking: Manage your team’s schedules efficiently, ensuring no job gets overlooked or forgotten.
- Accurate Job Costing: Track labor costs to the minute, giving you real-time insights into your job’s profitability.
- Integrated Invoicing with QuickBooks: Workyard’s QuickBooks integration automates your invoicing, making it easier to bill clients promptly and accurately.
Combining Workyard’s advanced features with your cleaning templates offers a comprehensive solution for running your cleaning business more effectively.
Whether you’re trying to track jobs, improve scheduling, or streamline your billing process, Workyard helps you scale your business and take complete control of your operations.
Learn more about Workyard’s core features or start a 14-day free trial today to see how it works.
Looking for an easier way to manage and document cleaning jobs? Try Workyard!
See how it works