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Cleaning quote playbook

Cleaning Estimate Checklist: What to Include Before You Send

A practical cleaning estimate checklist for small teams: required fields, pricing method, common mistakes, and a repeatable process to win work without underquoting.

Published 2026-02-05

Updated 2026-02-05

8 min read

15 min

Target time to build a clean, client-ready estimate

When scope and pricing rules are standardized

Quick answer

A strong cleaning estimate should define scope, frequency, exclusions, price, and payment expectations in plain language. The goal is to avoid surprises for both your team and the client.

If you want a simple way to move from estimate to scheduled job and invoice, start free and review pricing.

Estimate checklist (required fields)

Every estimate should include:

  • client name and service address
  • service type (standard, deep clean, move-out, etc.)
  • scope details by room/zone
  • frequency (one-time, weekly, biweekly, monthly)
  • add-ons and upsells
  • total price and what it covers
  • exclusions (what is not included)
  • estimate validity window (for example 7 days)

If you are building your full process, use this residential cleaning workflow page as a baseline.

Step-by-step estimate process

1) Capture property context first

Collect details that affect effort:

  • home size / room count
  • pets and special conditions
  • current cleanliness level
  • access constraints and parking

2) Use a consistent scope template

Avoid free-form scoping per cleaner. Use fixed scope blocks so quotes are comparable and easier to update.

3) Choose one pricing model per service type

Use fixed price where possible for routine jobs. Use time-based adjustments only when scope uncertainty is high.

4) Add exclusions in plain language

Examples:

  • "Laundry not included"
  • "Exterior windows not included"
  • "Heavy clutter may require re-quote"

5) Send estimate quickly

For owner-operators, speed-to-quote is a major win rate lever. Aim to send within the same day.

6) Follow up with a decision deadline

Give a clear acceptance window and a lightweight reminder if no reply.

Pricing method (simple framework)

Practical pricing approach for small cleaning teams

Scenario
Recurring standard cleanings
Suggested method
Fixed package price
Why
Easy to sell, easy to schedule
Scenario
One-time deep clean
Suggested method
Base package + condition add-on
Why
Prevents underquoting high-effort jobs
Scenario
Move-in / move-out
Suggested method
Scope-based fixed quote with exclusions
Why
Reduces mismatch on client expectations
Scenario
Large unknown scope
Suggested method
Site review + conditional quote
Why
Protects margin while staying transparent
ScenarioSuggested methodWhy
Recurring standard cleaningsFixed package priceEasy to sell, easy to schedule
One-time deep cleanBase package + condition add-onPrevents underquoting high-effort jobs
Move-in / move-outScope-based fixed quote with exclusionsReduces mismatch on client expectations
Large unknown scopeSite review + conditional quoteProtects margin while staying transparent

Related reading:

Common estimate mistakes

  • Quoting without clear scope boundaries.
  • Forgetting to list exclusions.
  • Using inconsistent line items across estimators.
  • Delaying quote delivery for multiple days.
  • Not setting an acceptance deadline.

Ready-to-use checklist

  1. Before you quote
    • confirm service address and type
    • capture home condition notes
    • select standard scope template
  2. Build the estimate
    • set price model (fixed or conditional)
    • add exclusions and assumptions
    • include validity window
  3. After sending
    • set reminder date
    • answer client questions quickly
    • convert approved estimate into scheduled job

If you want to run estimates and invoicing in one place

For small cleaning teams, fragmented tools create handoff errors. A unified flow for estimate -> schedule -> invoice usually improves speed and consistency.

Try NimbCrew free and review growth options on pricing.

Common questions

How detailed should a cleaning estimate be?

Detailed enough that a cleaner and client both understand exactly what is included, excluded, and priced. Ambiguity creates disputes.

Should we use hourly or fixed pricing for estimates?

For recurring jobs, fixed pricing is usually easier to sell and manage. Use conditional or time-based adjustments when scope is uncertain.

How long should a cleaning estimate remain valid?

Seven days is a practical default for many small teams. Adjust based on local market speed and staffing capacity.

Ready to move faster?

Start free and keep jobs, quotes, and invoices in one place.

If you are evaluating Jobber, Housecall Pro, or ServiceTitan but want a lighter workflow today, launch NimbCrew for free.

15 min

Target time to build a clean, client-ready estimate

When scope and pricing rules are standardized
Start freeSee pricing
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