Carpet cleaning is a repeat business. The client you cleaned for last fall is your easiest job this fall, if you remember to call. This tracker takes every job from Lead to Done, tells you who to follow up today, keeps payments straight, reminds you when each home is due again, and saves each room's fiber and stains.
Every step is laid out before you buy, so you can see how follow-ups and rebooking work with screenshots from the real file. It also works hand in hand with our carpet cleaning quote calculator.
What the Carpet Cleaning Client & Job Tracker does
- Jobs from Lead to Estimate sent, Won, Scheduled, In progress, Done or Lost
- Follow up today and Overdue reminders for every open estimate
- Rebook reminders when each home is due for its next cleaning
- Quoted price and estimated job cost, with actual profit when you add real hours and costs
- Deposits and payments with balance due for every job
- Carpet Details by client and room: fiber, color, stains and protector
- Dashboard with open estimates, win rate, revenue booked, balance outstanding and lead sources
What's inside
9 tabs: Start Here, Dashboard, Jobs, Clients, Payments, Carpet Details, Carpet Lookup, Lists, Settings.
Who it's for
Carpet cleaners who want every estimate followed up and every happy client booked again.
What you get
Two spreadsheet files (.xlsx): one filled with examples so you can see exactly how it works, and a blank copy ready for your business. For Microsoft Excel and Google Sheets. No macros, no subscription.
The formulas are locked, so a stray keystroke can't break them. You only type in the yellow cells.
What you need to use it
- Microsoft Excel 2010 or newer, on Windows or Mac, including Microsoft 365
- Or Google Sheets in any web browser, free with a Google account
- A laptop or desktop works best for setup. Phones and tablets are fine for checking numbers and quick entries.
- No macros, add-ins or internet connection needed once it's downloaded. Apple Numbers isn't supported.
Questions
When does a rebook reminder show?
After the months you set on Settings since the job ended, 12 to start. Mark Rebooked once they book.
Is there a blank version?
Yes. Every download has two files: one filled with examples so you can see how everything works, and a blank copy ready for your own business. Your rates and settings come filled in as a starting point, so change them to match yours.
Can I change the formulas?
The gray formula cells are locked so they can't be erased by accident. If you really want to change one, open Review in Excel and choose Unprotect Sheet. There's no password.
Does it work in Google Sheets?
Yes. Upload the file to Google Drive and open it with Google Sheets. The math works the same. Locks don't carry over, so just type in the yellow cells.
How do Free Lifetime Updates work?
Whenever we release a new version, you can download it free from your account, forever. We'll email you when there's something new.
