Cleaning Quote Tools

Owner Settings

Default pricing assumptions for cleaning business owners: labor rate, overhead, target margin, service fee, tax rate, and business profile notes.

Settings

Set the owner assumptions before the next quote.

These settings stay in this browser. They help keep your labor rate, overhead, margin floor, service fee, and business profile consistent across quote sessions.

Browser defaultsNo account required. No customer-facing estimate page.Open calculator assumptions

Owner setup checklist

Lock the numbers before the next customer asks for a price.

These are the default business assumptions CleanBidBench uses to keep quotes consistent. Set them once, then refine after you review real job profit.

Cost floorLabor, overhead, minimum price

Prevents quick quotes from starting below what the business needs.

Customer termsQuote note, valid days, deposit note

Keeps the customer message consistent after the owner sets the price.

Safety copyExport backup before big changes

Moves saved quotes, templates, presets, profile, and draft together.

Owner launch command

Setup needs a few owner details.

Save pricing defaults, customer-facing terms, templates, and a backup so the quote desk is ready for real work.

Readiness0%Start with pricing defaults.
PricingNot checked yet

Labor, overhead, margin, and minimum price.

Quick owner setup

Start with sane defaults, then tune after real jobs.

Ready to set up

Use this when a small cleaning business owner wants a practical starting point instead of staring at blank settings. It fills the calculator with conservative defaults and can install reusable owner message templates for quote follow-up, deposit requests, and scope boundaries.

1Pricing starter

$35 labor rate, 18% overhead, 32% target margin, $175 minimum job price, 14-day quote terms.

2Owner message pack

Add ready-to-edit custom templates for deposits, follow-ups, scope changes, and close-out replies.

3Next check

Run the data check after setup so the owner knows whether profile, templates, and backup are ready.

Settings handoff

Make the next quote leave with numbers, terms, and a follow-up.

Open Templates
Price floorSet labor, overhead, margin, and minimum price.

Jobs should start from the owner's cost floor before any customer discount happens.

Customer termsSave payment, deposit, prep, and quote-valid days.

The quote sheet should explain booking conditions without the owner rewriting them.

Business voiceGenerate scripts after the profile is filled.

Templates and Customers can reuse the same tone for follow-ups, deposits, and boundaries.

Safe handoffExport a backup before real work piles up.

Browser data is useful only if the owner can move it before clearing cache or changing devices.

Pricing defaults

Numbers that shape every quote.

ReadyRestores pricing defaults and owner profile only. History, templates, presets, and backups stay put.
Ready for next bidSave defaults. Open Jobs.
Open Jobs

Quote sheet settings

Control what customers see on print, PDF, and email-ready quotes.

Ready
Cleaning Quote ToolsProfessional quote sheet

Quote note, payment terms, prep notes, and footer will appear on customer-facing quote materials.

Business script generator

Turn settings into owner-ready message templates.

Not generated yet

Generate a branded script pack from the business profile, payment terms, deposit note, and prep instructions above. Save it once, then reuse the scripts from Templates and Customers.

Follow-upDecision reminder

Uses business name, service area, and quote validity to ask for a clear next step.

BookingDeposit and access

Combines deposit, payment, prep, and arrival expectations into one clean note.

BoundaryScope change add-on

Protects margin when the customer adds extra work after the original quote.

PrepDay-before reminder

Reduces delays by repeating access, pets, counters, parking, and payment timing.

Generate a business script pack to preview the templates here.

Open Templates

Owner service presets

Create reusable quote starting points from your settings.

No owner package generated yet

Generate owner-ready service packages from the pricing defaults, quote terms, and business profile above. Jobs can then preview and apply them like normal estimate presets.

HouseMaintenance clean

Balanced starter for normal residential quotes.

Move-outReset clean

More labor, inside cabinets, and high-priority follow-up.

OfficeWalkthrough bid

Commercial scope, recurring angle, and email next step.

AirbnbTurnover package

Tight schedule, two cleaners, and text follow-up.

Open Jobs presets

Settings rule

Do not copy competitor prices into your defaults. Start from your labor cost, overhead, and margin floor, then adjust for local demand and job difficulty.

Business backup / restore

Move the whole owner workspace safely.

Ready

Export a JSON backup before resetting settings, changing browsers, clearing cache, or moving to another computer. Importing restores pricing settings, business profile, saved quotes, estimate presets, customer profiles, custom templates, and the current draft.

1. Before changesExport the current workspace.

Do this before reset, import, cache cleanup, or switching computers.

2. When restoringPreview the file before it replaces this browser.

The import preview shows the quotes, templates, presets, customers, and profile count.

3. If the file is wrongUse Undo last import.

CleanBidBench saves a restore point before import so the owner can get back to the previous local workspace.

Saved quotes0Job history, status, follow-up dates, and review data.
Custom templates0Owner-written quote, booking, and follow-up messages.
Estimate presets0Reusable quote setups saved from Jobs.
Customer profiles0Phone, email, address, tags, and notes saved from Customers.
Owner profile0Business name, service area, quote terms, and deposit note.
Last exportNo backup recorded

Export a backup after meaningful quote or customer changes.

Backup freshnessNeeds export

The app tracks the last export in this browser.

Restore safetyNo restore snapshot

Before import, this browser workspace will be protected automatically.

Last import restore pointNo import restore point yet

After an import, this card shows what can be restored with Undo last import.

Local-only workspaceExport before browser cleanup.

Quotes, customer profiles, templates, presets, and settings live in this browser until you export a JSON backup.

Export now
Owner backup moveExport before the next big change.

CleanBidBench will update this after quotes, customers, templates, profile, or drafts change.

Data maintenance

Clean up local data without guessing.

Ready

Use these controls when you are testing, switching browsers, or cleaning up a demo workspace. Export a backup first. Draft and sample cleanup are safe maintenance; the danger zone is the full wipe.

Export readinessRun data check

Check whether quotes, settings, customers, and templates are ready to back up.

Checklist
  • No check has been run yet.
Duplicate customers0

Repeated customer names will appear after the data check.

Missing contact0

Customer profiles without phone or email need cleanup.

Unconfirmed sent0

Sent quotes without delivery activity should be reviewed.

Backup size0 KB

Approximate browser backup size.

Duplicate customer reviewNo duplicate customer names found

Use Customers to review repeated names before exporting or restoring data.

Duplicate customer names will appear here after the data check.

Draft cleanupClear current draft only

Removes the open Jobs draft without touching saved quotes, customers, templates, or settings.

Sample cleanupClear sample/demo workspace

Restores the local data that existed before loading sample data when possible.

Last resortErase browser workspace

Deletes quotes, settings, customer profiles, templates, presets, draft, and sample metadata from this browser.

This cannot be undone unless you export a backup first.

Ready to bidSave defaults, then price from the floor.