👋 Welcome to your Cleaning Business Dashboard

One page for your clients, your cleaning schedule, who still owes you, and the supplies you're running low on. Setup takes about 10 minutes.

⚙️ Step 1: Set your goal (1 min)

On the Dashboard, open 🧽 My Business in the 📊 This Month section. Set your Monthly Revenue Goal and how many days until an unpaid clean counts as overdue (default: 7).

👥 Step 2: Add your clients (5 min)

In 👥 Clients, click + New for each client. Add the address, phone, how often you clean (weekly, biweekly, monthly or one-time), your price per clean, and entry notes like key spots, door codes and pets.

📅 Step 3: Book your cleans

In 📅 This Week, click + New, pick the date and the client. The price fills in from the client automatically. Add an Extra Charge for add-ons like inside the fridge or oven.

✅ Step 4: After each clean (10 sec)

Set Status = Done. When they pay, tick Paid and pick the payment method. Unpaid cleans show 🟡, and turn ⚠️ overdue after your set number of days.

🧴 Step 5: Keep supplies stocked

In 🧴 Supplies, set how many you have and the number where you want to reorder. Update On Hand when you open a new one. You'll see 🟡 when it's time to buy more.

🗑 Clear the sample data (1 min)

  1. Open 📂 Databases.
  2. Open Jobs, Clients and Supplies one at a time, select all rows and press Delete.
  3. ⚠️ Keep the 🧽 My Business row in Business Settings. Your totals live there.

💡 Tips