Clearmargin

Quote jobs, invoice clients, get paid — without QuickBooks.

Simple pricing, recurring billing for regular clients, mileage tracking between jobs, and tax-ready expense tracking.

Cleaners dashboard in Clearmargin

A day with Clearmargin

1

Quote a job

Create a proposal with flat-rate or hourly pricing. Walk-through estimates, deep cleans, move-outs — quote in minutes.

2

Schedule recurring visits

Set up weekly or biweekly service for regular clients. Recurring billing handles invoicing automatically.

3

Track mileage between jobs

Log drives between client sites. IRS standard rate applied automatically — every mile is a deduction at tax time.

4

Invoice weekly or monthly

Generate invoices from scheduled visits or tracked time. Send in one click and accept cards or bank transfers.

5

Export for taxes

Expenses auto-categorize to Schedule C lines. Export quarterly estimates and year-end packages for your accountant.

Everything you need

Proposals & quotes

Professional quotes for new clients. Flat-rate or hourly pricing with line items for add-on services.

Recurring billing

Set up weekly, biweekly, or monthly billing for regular clients. Invoices generate and send automatically.

Mileage tracking

Log drives between jobs with IRS standard rate. See your true cost of service including travel time.

Expense tracking

Record supply purchases, equipment costs, and vehicle expenses. Snap receipts on the go with mobile capture.

Tax categories

Expenses auto-categorize to Schedule C lines. Supplies, mileage, insurance, and equipment are all tracked.

Payment processing

Accept credit cards and ACH bank transfers. Clients pay online — no more chasing checks or cash.

Client management

Keep client details, service history, and notes organized. See which clients are most (and least) profitable.

Schedule C exports

Export packages for your accountant in QuickBooks and CSV formats. Quarterly estimates included.

Quarterly estimates

Track income and expenses throughout the year. Clearmargin calculates estimated quarterly tax payments.

See it with Cleaners data

Explore a demo account pre-loaded with realistic cleaners data — proposals, invoices, expenses, and profitability reports.

Explore the demo

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