Quote jobs, set up recurring invoices, log your miles, and be ready for tax time — simple enough to do between jobs.
Here's what a typical workflow looks like for cleaners.
Create a proposal with flat-rate or hourly pricing. Walk-through estimates, deep cleans, move-outs — quote in minutes.
Set up weekly or biweekly service for regular clients. Recurring billing handles invoicing automatically.
Log drives between client sites. IRS standard rate applied automatically — every mile is a deduction at tax time.
Generate invoices from scheduled visits or tracked time. Send in one click and accept cards or bank transfers.
Expenses auto-categorize to Schedule C lines. Export quarterly estimates and year-end packages for your accountant.
Proposals, contracts, time tracking, invoicing, expenses, and tax prep — all in one place.
Professional quotes for new clients. Flat-rate or hourly pricing with line items for add-on services.
Set up weekly, biweekly, or monthly billing for regular clients. Invoices generate and send automatically.
Log drives between jobs with IRS standard rate. See your true cost of service including travel time.
Record supply purchases, equipment costs, and vehicle expenses. Snap receipts on the go with mobile capture.
Expenses auto-categorize to Schedule C lines. Supplies, mileage, insurance, and equipment are all tracked.
Accept credit cards and ACH bank transfers. Clients pay online — no more chasing checks or cash.
Keep client details, service history, and notes organized. See which clients are most (and least) profitable.
Export packages for your accountant in QuickBooks and CSV formats. Quarterly estimates included.
Track income and expenses throughout the year. Clearmargin calculates estimated quarterly tax payments.
Explore a demo account pre-loaded with realistic cleanersdata — proposals, invoices, expenses, and profitability reports.
Explore the demoMost cleaning businesses do not need full accounting software. QuickBooks is designed for bookkeepers and requires understanding debits, credits, and chart of accounts. Cleaners need simple invoicing, mileage tracking, expense categorization, and tax exports. Clearmargin provides all of these without any accounting setup, and exports to QuickBooks format if your accountant needs it.
Cleaning businesses typically invoice on a recurring schedule — weekly or biweekly for regular clients, and one-time for deep cleans or move-outs. The most efficient approach is automated recurring invoices for regulars and one-click invoice generation for one-time jobs. Clearmargin supports both recurring subscriptions and manual invoice generation with online payment acceptance.
Cleaning businesses need quoting, recurring billing, mileage tracking, expense tracking, and tax exports. Most tools cover only one or two of these. Clearmargin combines proposals, recurring invoicing, IRS-rate mileage tracking, receipt capture, and Schedule C exports in one app — designed for service businesses, not accountants.
Log each drive between client sites with start and end locations. The IRS standard mileage rate is applied automatically. At tax time, your total mileage deduction is calculated and categorized on your Schedule C. Clearmargin tracks mileage alongside your other business expenses and includes it in tax export packages.