Cleanerfolio
Digital files only. Preview figures are fictional examples.
CLEANERFOLIO / DIGITAL DOWNLOAD
The Client Kit
$29.00
One-time purchase · USD · Applicable taxes at checkout
Give client details, scheduled visits and the next follow-up a clear place to live.
Inside the download
- Client & Jobs workbook: 4 tabs with setup guidance, 100 client records, 200 visit rows and an operating overview.
- Six client forms: intake, visit scope, pre-visit checklist, completion note, change request and weekly review. Editable HTML plus a printable PDF guide.
- Ten message starters: editable TXT copy for enquiries, quotes, reminders, follow-ups and more.
- Single-business license: use your edited outputs with your own clients.
The overview separates completed revenue, direct costs, contribution before overhead and balances due. It is an organizer, not a bookkeeping or tax system.
Requirements: desktop Excel 2021/365, a modern desktop browser and a PDF reader. XLSX, HTML, PDF and TXT files in a ZIP download. No contracts or automated booking included.
We'll email your download link after successful payment. Save the ZIP, unzip it, and follow the Start Here instructions.
Want the quoting and client tools? The Complete Kit includes both — $39.00.
Software & file formats +
Desktop Excel 2021/365 is recommended for XLSX files. PDF reader for guides. Modern browser for editable HTML forms. Software licenses are not included. No native Google Sheets version, macros or automated integrations.
License & product limits +
One business may customize and use these files internally and share completed client-facing outputs with its own clients. Source-file redistribution and resale are not included. These tools do not replace accounting, tax or legal advice.
Help & refunds +
For download problems, contact us. Please review our refund policy before purchase.