How to Write a professional cleaning estimate template

Simplify templates
27 Sep , 2022

How to Write a Professional Cleaning Estimate Template

Cleaning services are often costly and complex to begin with. To deal with this, the best cleaning companies have created detailed estimating templates that help them calculate costs for individual clients quickly and accurately. 

If you’re interested in starting a cleaning business, creating your own estimating template can be a helpful first step. With a professional cleaning estimate template, you can streamline your pricing process and avoid potential pitfalls when quoting new clients in the future. 

Read this blog to discover how to write a cleaning estimate template.

What’s Included in a Cleaning Estimate Template?

A cleaning estimate template is an organized worksheet that helps house cleaning business owners calculate the costs associated with a project. 

A well-crafted estimate template will include relevant details about the property you’re cleaning, any materials that will be necessary for that project, and potential markups for overhead costs. 

You may also include a section for customer-specific notes that help you keep track of any special requests or considerations that come up during the cleaning process, and an estimation of your cleaning price list.

Why Is a Professional Estimate Important?

A professional cleaning estimate template is one of the first things clients will see about your business. It’s the first thing that will help them understand the complexity of your service and how much it will cost. 

With a detailed and organized estimate, you can avoid confusing or misleading your clients. And, you can make it easier to price projects in the future. 

Even if you’ve been cleaning for years and have a good handle on pricing, creating an estimate template can help you go through the process more efficiently. Because cleaning services are often complex, it’s important to have a detailed and organized way to explain your pricing to clients. This helps you avoid pricing by time and by effort, which is often a less accurate way to price projects.

Which Helps Create Your Estimate Template?

Before you can start creating your estimate template, you need to make sure you have the necessary tools. For the most part, you’ll need the following items to create an effective estimate template : 

  • A computer : This is where you’ll create your estimate template and keep track of client information and pricing details. You can use any computer for this, but it’s best to use one that isn’t your main computer.
  • A printer : You’ll want to print out at least one copy of your estimate template for each project you’re quoting.
  • A calculator : You’ll need to calculate the cost of supplies and materials needed for your projects. For this, you’ll want a basic calculator that allows you to add and subtract numbers easily.

Step 1: Determining the Scope of Work

The first part of your estimate template is the scope of work. This is a helpful way to outline the cleaning project your clients have hired you to do. The scope of work will help you identify the best cleaning equipment, cleaning materials, and potential markups that would apply to your project. 

Identify the Property : First, you’ll want to identify the property you’re cleaning. This may seem like a basic detail, but it’s an important one. Having the property information will allow you to work with your clients to adjust the scope of work if necessary. 

Identify the Client : Next, you’ll want to identify the client you’re working with. This will help you keep track of important details like allergies and specific requests. You may want to create subcategories for this information, which will help you organize it more easily.

Step 2: Calculating Material Costs

The second part of your estimate template is the materials cost. This will help you determine how much you’ll need to spend on supplies and cleaning equipment. 

Identify the Supplies You Need : First, you’ll need to identify the supplies you need for this project. You can do this by reviewing the scope of work, or asking your client directly. 

Calculate Your Materials Cost : Then, you’ll need to calculate the cost of these supplies. This can be tricky since different stores will offer different prices, and you may not know the exact quantities you’ll need. Luckily, there are a few ways you can calculate this cost.

Markup : You can also add a markup to the cost of your supplies. This will help you get a more accurate materials cost without having to do any calculations.

Step 3: Determine Overhead and Profit

Next, you’ll want to determine the overhead and profit costs associated with your project. This information will help you accurately quote your clients and make the most profit from each project. 

Identify the Extra Expenses : First, you’ll need to identify the extra expenses associated with this project. These may include travel time, gas, or other costs. 

Calculate Your Overhead Costs : Then, you’ll need to calculate the cost of these expenses. You can do this by multiplying your estimated expenses by your markup rate. 

Add Your Profit : Finally, you’ll want to add your profit to the overhead costs. This will give you the total cost of the project. You may want to consider slightly overvaluing your profit, as this is a great way to build trust with new clients.

Our final word

Cleaning services are often costly and complex to begin with. 

👉 Discover here our printable cleaning planner template.