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Free Templates & Scripts
Copy-paste proposals, checklists, price books, and follow-up scripts built for service businesses. Use them as-is or customize for your team.
Price BooksGoogle Sheets + PDF
Janitorial Job Costing Spreadsheet
Know your true cost before you bid. Editable spreadsheet with labor, supplies, overhead, and margin columns for every job type.- Labor cost calculator (hourly wage × hours × crew size)
- Supplies cost per visit with restocking tracker
- Overhead allocation per job (insurance, fuel, software)
- Target margin column — see profit before you bid
MarketingPDF
Cleaning Business Marketing Plan Template
90-day marketing plan for cleaning businesses. Covers local SEO, Google profile, referral system, and monthly revenue targets.- 90-day action plan broken into 3 phases
- Google Business Profile optimization checklist
- Referral program script + incentive structure
- Monthly revenue target calculator
AgreementsPDF
HVAC Maintenance Agreement Template
Annual HVAC service agreement with visit schedule, scope, pricing, and cancellation terms. Turn one-time customers into recurring revenue.- Annual + semi-annual visit schedule built in
- Full scope per visit (filter, coil, electrical, refrigerant check)
- Priority service + discount clauses for members
- Auto-renew + cancellation terms
OnboardingPDF
Cleaning Client Onboarding Packet
Everything a new cleaning client gets on day one: welcome letter, access instructions, key policy, service expectations, and first-clean checklist.- Welcome letter with your brand voice built in
- Access + key / entry code instruction sheet
- What to expect on first clean (sets the right expectations)
- Pet, alarm, and fragrance preference form
ProposalsPDF
Commercial Cleaning Proposal Template
Copy-paste proposal with cover letter, scope of work, and Good/Better/Best pricing tiers. Includes 2026 sq ft rate benchmarks.- Good / Better / Best pricing tiers built in
- Copy-paste cover letter + scope of work
- 2026 sq ft rate benchmarks by facility size
- 7 optional add-on line items (day porter, carpet, glass)
Price BooksGoogle Sheets + PDF
HVAC Flat Rate Price Book Spreadsheet
Editable price book with flat-rate formulas, parts markup, and labor columns. Stop quoting hourly — quote by the job.- 20 pre-filled HVAC repair entries with flat-rate prices
- Parts markup formula (2.5×–3.5×) baked in
- Labor block table by time-on-site range
- Good / Better / Best tier columns per job
RemindersPDF
Cleaning Appointment Reminder Templates
Copy-paste SMS and email reminder sequences that cut no-shows by 40–60%. Includes timing rules and confirmation scripts.- 4 SMS templates: booking, 48-hr, morning-of, on-my-way
- Exact send timing for each touchpoint
- No-show recovery script included
- Commercial / janitorial variant included
Follow-UpPDF
HVAC Estimate Follow-Up Scripts (5-Touch Sequence)
The exact 5-touch follow-up cadence with SMS scripts and timing rules that closes 20–35% more estimates.- 5-touch cadence: Day 1, 2, 4, 7, 14
- Ready-to-send SMS scripts for each touchpoint
- Call + voicemail version included
- Top 3 objection handlers (price, other quotes, spouse)
ChecklistsPDF
Airbnb Turnover Cleaning Checklist
Room-by-room turnover checklist with restocking inventory, photo inspection, and damage reporting sections.- Room-by-room: kitchen, bath, bedroom, living, entry
- Restocking master checklist (10 inventory items)
- End-of-clean photo inspection guide
- 5 property variants (pets, hot tub, luxury, extended-stay)
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