MaidBossPro Blog — Quotes & Pricing

Cleaning Estimate Templates for Your Most Common Jobs

Look back at the last fifty quotes your company sent and you will probably find that most of them were variations on a few patterns. A first deep clean followed by every-two-weeks service. A one-time deep clean. A move-out for an apartment. An office cleaned a few nights a week. If most quotes look alike, there is no reason to build each one from scratch.

Why Templates Save So Much Time

The layout of a clear quote is covered in Presenting a Cleaning Quote Clearly: Line Items, Frequency and What Is Included. A template captures that layout once, so every quote of that kind starts with the right lines in the right order.

MaidBossPro supports estimate templates. Start a new estimate from a template, adjust the home's details and any extras, and send. A quote that took ten minutes to build takes a minute or two. That matters most on the phone, where sending the estimate before the call ends is one of the best ways to win the job.

Templates also keep quotes consistent across the office. When the owner and two office staff all start from the same template, every customer sees the same structure, the same names and the same included-and-excluded wording.

Templates Worth Building First

Start with the quotes you send most often. For most residential cleaning companies, that is something like:

• New recurring customer. First-time deep clean, plus the every-two-weeks clean from the second visit, with weekly and monthly shown as options.
• One-time deep clean. Deep clean only, with common add-ons ready to keep or remove.
• Move-in / move-out. The move-out clean with inside oven, fridge and cabinets already listed, and a condition clause.
• Post-construction final clean. Final clean priced by square feet, with the “trades must be finished” note.
• Small office. Recurring office cleaning, with frequency and any restroom or kitchen extras.

Five templates will cover a large share of what most companies quote. Add more only when a pattern keeps repeating.

What to Put in Each Template

A good template has the parts that rarely change and leaves the rest easy to fill in:

• The service lines from your service list, in the usual order.
• The usual add-ons for that kind of job, ready to remove if the customer does not want them.
• A short what-is-included section.
• The assumption line: “Based on the bedrooms, bathrooms and square feet listed.”
• Any policy that applies to that job type, such as a move-out condition clause.

The home's details are what you fill in each time: cleaning type, bedrooms, bathrooms, square feet, pets, extras and entry notes. Those are the cleaning details that carry onto the job when the estimate is approved.

Keep Templates and Prices in Step

Because the lines on a template come from your service list, the prices come from there too. When you update a price on the service list, check your templates so they match. Twice a year, when you review prices, look at each template and ask:

• Are the add-ons still the ones customers usually want?
• Is the what-is-included wording still accurate?
• Is there a new kind of quote we send often that deserves its own template?
• Is there a template nobody uses anymore?

Templates and Follow-Up Together

Templates speed up the send. Follow-up emails handle what happens after. A quote sent from a template on the call, followed by an estimate follow-up email if the customer does not respond, covers most of the ways a good lead goes cold. Follow-ups are covered in Cleaning Estimate Follow-Up Emails for Quotes That Went Quiet.

Name templates so anyone in the office can pick the right one at a glance: “New Recurring – Deep Clean + Every Two Weeks,” “Move-Out – Apartment,” “Office – Weekly.” A template called “Template 3” is one nobody will use. Clear names also make it easy to spot when two templates overlap and one of them can go.

Do Not Let Templates Get Lazy

The risk with templates is sending one without checking it. A move-out template sent to a customer whose fridge is staying, or a deep clean template sent for a home that was cleaned last month, makes the company look careless. Read the estimate once before sending. Confirm the bedrooms, bathrooms, square feet and pets match what the customer said, and remove add-ons they do not want.

Templates are a starting point, not a finished quote. Used that way, they make your estimates faster and more consistent at the same time. For how templates fit with online approval and scheduling, visit the house cleaning estimate software page.