Commercial Cleaning Quote & Proposal Builder
Turn your walkthrough, pricing and approved scope into a professional, client-facing commercial cleaning proposal — without retyping the job. Internal labour costs, margins and profit calculations remain private.
What should a commercial cleaning proposal include?
A good proposal gives a prospective client everything they need to say yes: who you are, what you'll clean and how often, what it costs, what's excluded, and the terms you're proposing. It should read as a confident, professional document — not a spreadsheet dump of internal figures the client was never meant to see.
Difference between a quote and a cleaning scope
A scope of work describes what will be cleaned, how often, and what's excluded — it's an operational document. A quote or proposal wraps that scope in commercial terms: the price, how it's presented (per visit, monthly, annual), payment terms and validity. The Proposal Builder combines the two into one document your client can act on, while keeping the underlying Scope Builder content as the source of truth.
How to present recurring cleaning pricing
Some clients want a simple price per visit; others think in monthly or annual budget terms. The Proposal Builder lets you choose how pricing is presented — per visit, approximate monthly value, annual contract value, or a combination — without changing the underlying figures. You decide what the client sees.
Why exclusions should be clear
What isn't included matters just as much as what is. Naming exclusions explicitly in the proposal — rather than leaving them as an unstated assumption — protects both you and your client from disagreements later. Exclusions carry across automatically from an approved scope, and stay fully editable.
What information should stay internal
Your labour cost, overhead allocation, target margin, markup and profit are internal business information — never something a client needs to see. The Proposal Builder is built so these figures can't appear in the proposal preview, the copied text, or the printed document. Only the selling price you choose to show is ever included. Pricing stays separate in the Quote & Profit Calculator.
Frequently Asked Questions
Do I need to complete a walkthrough, calculator or scope first?
It helps, but it isn't required. If you've used the Site Walkthrough, Quote & Profit Calculator or Scope Builder this session, the Proposal Builder brings that approved information across automatically. If not, you can choose Create Proposal Manually.
Will my labour costs, margin or profit be visible to my client?
No. The Proposal Builder never displays or copies labour cost, overhead, margin, markup, profit or break-even figures. Only the client-facing selling price you choose is shown — internal figures stay private inside the Quote & Profit Calculator.
Does this create a legal contract?
No. The Proposal Builder produces a polished, client-facing description of the proposed cleaning service, scope and pricing. It is not a legal contract and doesn't replace legal or professional advice for your service agreements.
Can I use my own business branding?
Yes. Set up your Business Profile once — business name, logo, contact details — and it's reused on every proposal you build in this browser. The proposal is branded as your business, not Service Margin Lab.
How do I handle GST?
Choose GST Not Applicable, Price Includes GST, Price Excludes GST, or a Custom Tax with your own label and rate. This is a display setting only — confirm your own tax obligations with your accountant or tax adviser.
How do I share the finished proposal?
Switch to Preview Proposal for a clean, client-facing view, then use Copy Proposal to paste it into email or Word, or use Print / Save as PDF from your browser.
Is my information saved anywhere?
Your Business Profile is stored locally in this browser so you can reuse it later. Your current proposal is stored temporarily for this session, the same way the Walkthrough, Calculator and Scope Builder work. Nothing is submitted to a Service Margin Lab account in the current beta.