Timeframe:
Reconciled from local job ledger & verified payments
Collected Revenue
{{ formatCurrency(collectedRevenue) }}
Paid this period
Outstanding Due
{{ formatCurrency(outstandingBalance) }}
{{ overdueInvoices.length ? overdueInvoices.length + ' invoice(s) need follow-up' : 'Invoiced, not collected' }}
Actual Job Profit
{{ formatCurrency(actualJobProfit) }}
After recorded job costs
Profit Margin
{{ formatPercent(profitMargin) }}
Target {{ formatPercent(settings.profitGuard?.targetMargin ?? 0.3) }}
{{ completedJobsCount }}
Jobs completed · Avg {{ formatCurrency(avgJobValue) }}
{{ formatPercent(quoteAcceptanceRate) }}
Quote win rate · {{ formatCurrency(acceptedValue) }} accepted
{{ overdueInvoices.length }} overdue invoice(s) need follow-up
Upcoming Jobs
{{ quotesNeedingFollowup.length }} sent quote(s) awaiting response (>7 days)
{{ job.startTime || '09:00' }}
{{ job.clientName }}
{{ job.serviceType }} · {{ job.serviceAddress || 'No address set' }}
{{ formatCurrency(job.revenue) }}
No jobs scheduled for todayKeep the day organized by adding the next job.
Profit by Service
No service profit yet
Recent Invoices
| # | Customer | Amount | Status |
|---|---|---|---|
| {{ inv.invoiceId }} | {{ inv.clientName || 'Client' }} | {{ formatCurrency(inv.total) }} | {{ statusLabel(getInvoiceStatus(inv)) }} |
No invoices yet
Recurring Revenue
{{ formatCurrency(recurringProjection ? recurringProjection.monthlyProjected : 0) }}
Projected monthly recurring contract revenue
Active Recurring Schedules:
{{ recurringProjection ? recurringProjection.activeSchedules : 0 }}
Recurring Client Accounts:
{{ recurringClients ? recurringClients.length : 0 }}
Profit Guard
{{ item.clientName }}
{{ formatPercent(item.margin) }} margin
{{ item.serviceType }}
Actual: {{ formatCurrency(item.revenue) }}
All recent completed cleans met your target margin threshold.
Quick tools
30-Second Phone Quoting Engine
Current Pricing Strategy: {{ settings.pricing && settings.pricing.method || 'hybrid' }} ·
1. Property Specifications & Scope
No Flat Rate has been configured for this service.
Owner and Cleaner percentages must total 100%.
Hourly Parameters
Rate: ${{ (settings.pricing && settings.pricing.hourlyRate) || 75 }}/hr
Room Count Specifications
Pricing calculated per room
INITIAL SERVICE QUOTE
Min Charge ${{ settings.pricing.minimumJobPrice }} Applied
{{ formatCurrency(specQuoteResult ? specQuoteResult.initialCleanQuote : 0) }}
~{{ specQuoteResult ? specQuoteResult.totalLaborHours.toFixed(1) : 0 }} labor hrs
CLEANER DESK PROFIT GUARD
{{ profitGuardResult ? profitGuardResult.status : 'HEALTHY' }}
Est. Labor Cost:
{{ formatCurrency(profitGuardResult ? profitGuardResult.estimatedLaborCost : 0) }}
Supplies + Overhead:
{{ formatCurrency((settings.profitGuard.suppliesPerJob || 8) + (settings.profitGuard.overheadPerJob || 18)) }}
Travel ({{ quoteSpecs.miles }} mi):
{{ formatCurrency(quoteSpecs.miles * (settings.mileageSettings?.internalVehicleCostPerMile || settings.profitGuard?.internalVehicleCostPerMile || 0.35)) }}
Expected Profit:
{{ formatCurrency(profitGuardResult ? profitGuardResult.expectedProfit : 0) }} ({{ formatPercent(profitGuardResult ? profitGuardResult.expectedMargin : 0) }})
{{ (specQuoteResult && specQuoteResult.invalidMessage) || (profitGuardResult && profitGuardResult.invalidMessage) || 'Fix Profit Guard pricing settings before creating this quote.' }}
RECURRING CADENCE PRICING
{{ fKey === 'threeWeek' ? 'Every 3 Weeks' : fKey }}:
{{ formatCurrency(fObj.price) }}/visit
{{ fObj.label }}
Total Quotes
{{ quotes.length }}
Quoted Value
{{ formatCurrency(pipelineSummary.totalValue) }}
Accepted Value
{{ formatCurrency(pipelineSummary.acceptedValue) }}
Win Rate
{{ formatPercent(pipelineSummary.acceptanceRate) }}
Needs Follow-up
{{ pipelineSummary.needsFollowUp }}
| Quote # | Client | Service | Total | Status | Date | Actions |
|---|---|---|---|---|---|---|
| {{ q.quoteId }} v{{ q.version }} | {{ q.clientName || 'Prospect' }} | {{ q.serviceType }} | {{ formatCurrency(q.total) }} | {{ statusLabel(q.status) }} | {{ formatDate(q.createdAt) }} |
No quotes in this view.
Jobs
{{ jobStats.totalJobs }}
{{ jobStats.scheduledJobs }} scheduled · {{ jobStats.completedJobs }} completed
Scheduled Value
{{ formatCurrency(jobStats.scheduledRevenue) }}
Booked work waiting to be completed
Completed Revenue
{{ formatCurrency(jobStats.completedRevenue) }}
Realized after jobs are marked complete
Expected Profit
{{ formatCurrency(jobStats.expectedProfit) }}
{{ formatPercent(jobStats.expectedMargin) }} expected margin
{{ jobStats.totalMiles }} mi
Business miles
{{ formatCurrency(jobStats.avgTicket) }}
Average ticket
| Date | Job | Revenue | Hours | Miles | Profit | Status | Actions |
|---|---|---|---|---|---|---|---|
| {{ formatJobDate(j.date) }} |
{{ j.clientName || 'Unnamed client' }}
{{ j.serviceType || 'Cleaning' }}
{{ j.notes }}
|
{{ formatCurrency(j.revenue) }} | {{ jobHoursLabel(j) }} | {{ j.miles || 0 }} mi | {{ formatCurrency(calculateJobCost(j, settings).profit) }} {{ jobProfitLabel(j) }} · {{ formatPercent(calculateJobCost(j, settings).margin) }} | {{ j.status }} |
|
No jobs in this view
View:
{{ scheduleView }} Cleanings
{{ scheduleView === 'today' ? todayJobs.length : scheduleView === 'week' ? thisWeekJobs.length : upcomingJobs.length }} jobs listed
{{ formatDate(job.date).slice(0, 3) }}
{{ job.date ? job.date.slice(8) : '' }}
{{ job.clientName }}
{{ job.startTime || '09:00' }}
{{ job.serviceType }} · {{ job.serviceAddress || 'No address' }}
{{ formatCurrency(job.revenue) }}
No jobs scheduled for this timeframe
{{ new Date(calendarYear, calendarMonth).toLocaleDateString('en-US', { month: 'long', year: 'numeric' }) }}
SunMonTueWedThuFriSat
{{ cell.dayNumber }}
{{ j.startTime || '09:00' }} {{ j.clientName }}
+{{ cell.jobs.length - 2 }} more
Active Recurring Cadences
Automated recurring cleaning engine. Generates forward schedules without database clutter.
{{ s.clientName }}
{{ s.frequency }}
{{ s.serviceType }} ·
Start: {{ s.startDate || 'Immediate' }} ·
Time: {{ s.startTime || '09:00' }}
{{ formatCurrency(s.price) }}/visit
No recurring client schedules configured
Total Clients
{{ clientCount }}
Recurring Accounts
{{ recurringClients.length }}
Underpriced Accounts
{{ underpricedCount || 0 }}
Access Notes Recorded
{{ clients.filter(c => c.accessNotes || c.alarmNotes).length }}
Advisory: Sensitive access information (gate codes, alarm notes) is stored locally on this device. Consider whether you want to store door, alarm or gate codes here.
{{ c.name }}
{{ c.phone || 'No phone set' }}
{{ c.serviceAddress }}
Pets: {{ c.pets }}
Property Entry Notes
Gate/Lockbox:
{{ revealedAccessNotes[c.clientId] ? c.accessNotes : '••••••••' }}
Alarm Code:
{{ revealedAccessNotes[c.clientId] ? c.alarmNotes : '••••••••' }}
No clients found
Total Invoiced
{{ formatCurrency(invoiceSummary ? invoiceSummary.totalInvoiced : 0) }}
Collected (Paid)
{{ formatCurrency(invoiceSummary ? invoiceSummary.totalCollected : 0) }}
Outstanding Due
{{ formatCurrency(invoiceSummary ? invoiceSummary.totalOutstanding : 0) }}
Overdue Balance
{{ formatCurrency(invoiceSummary ? invoiceSummary.overdueAmount : 0) }}
| Invoice # | Client | Invoice Date | Due Date | Total | Balance | Status | Actions |
|---|---|---|---|---|---|---|---|
| {{ inv.invoiceId }} | {{ inv.clientName }} | {{ formatDate(inv.invoiceDate) }} | {{ formatDate(inv.dueDate) }} | {{ formatCurrency(inv.total) }} | {{ formatCurrency(getInvoiceBalance(inv)) }} | {{ statusLabel(getInvoiceStatus(inv)) }} |
No invoices found
Total Expenses
{{ formatCurrency(expenseSummary ? expenseSummary.totalExpenses : 0) }}
Variable Job Costs
{{ formatCurrency(expenseSummary ? expenseSummary.totalVariable : 0) }}
Monthly Fixed Overhead
{{ formatCurrency(monthlyOverhead || 0) }}
Overhead / Clean
{{ formatCurrency(settings.profitGuard && settings.profitGuard.overheadPerJob || 18) }}
Period:
| Date | Category | Description | Type | Amount | Actions |
|---|---|---|---|---|---|
| {{ formatDate(exp.date) }} | {{ exp.category }} | {{ exp.description || '—' }} | {{ exp.type || 'variable' }} | {{ formatCurrency(exp.amount) }} |
No expenses logged
Cleaner Desk Estimating Calibrator
Compares your estimated hours & margins against verified on-site actuals to prevent chronic underpricing.
{{ ins.message }}
Based on {{ ins.sampleSize }} completed clean(s) with actual time logged.
Need 3 completed cleans with logged hours
Estimate vs Actual Variance by Service
Verified actuals from completed clean logs| Service Category | Sample Size | Avg Quoted Hrs | Avg Actual Hrs | Hours Drift (%) | Avg Est Margin | Avg Actual Margin | Margin Drift |
|---|---|---|---|---|---|---|---|
| {{ row.serviceType }} | {{ row.jobCount }} cleans | {{ row.avgEstHours ? row.avgEstHours.toFixed(1) : '—' }}h | {{ row.avgActualHours ? row.avgActualHours.toFixed(1) : '—' }}h | {{ row.hoursVariance ? (row.hoursVariance > 0 ? '+' : '') + row.hoursVariance.toFixed(1) + '%' : '—' }} | {{ row.avgEstMargin ? formatPercent(row.avgEstMargin) : '—' }} | {{ row.avgActualMargin ? formatPercent(row.avgActualMargin) : '—' }} | {{ row.marginVariance ? (row.marginVariance > 0 ? '+' : '') + formatPercent(row.marginVariance) : '—' }} |
{{ reportType.replace(/_/g, ' ') }}
Exportable commercial report| {{ reportPresentation.segment }} | {{ reportPresentation.primary }} | {{ reportPresentation.secondary }} |
|---|---|---|
| {{ reportRowLabel(row, idx) }} | {{ reportPrimaryValue(row) }} | {{ reportSecondaryValue(row) }} |
No report data available for this timeframe
Business Settings & Rate Baselines
All configurations are stored locally on your device and take effect immediately.
Section 1: Business Profile & Letterhead
Section 2: Workflow Defaults
Section 3: Invoice, Import, and Update Defaults
Invoice Defaults
Data Defaults
Download Updates
Section 4: Hybrid Pricing Engine Strategy & Rules
Set to 0 to disable minimum charge
Used by Hourly & Sq Ft methods
Room-Based Pricing Rates
Used when Room-Based model is activeFlat Rate Pricing by Service
Used when Flat Rate model is activeSquare Footage Labor Bands
Baseline hours for Sq Ft and Hybrid calculationsCondition Multipliers
Adjusts labor hours for condition severity in Hybrid quotes
{{ c.name }}
Initial / First Clean Adjustment
Optional surcharge applied to first-time cleaning services.
Section 5: Cleaner Desk Profit Guard Cost Constants
Determines labor cost split between owner time value and cleaner wages in quoting.
Owner and Cleaner percentages must total 100%.
Payment Processing Cost Allowance
Optional quoting allowance only. Set both to zero if your usual payment method has no processing fee.
Section 6: Mileage & Vehicle Cost Configuration
Separate internal travel costs from IRS mileage tax deduction reference rates.
Used in quote calculator & job costing for fuel & wear
Used in Mileage Log & Deduction Helper report
Your custom mileage rate for bookkeeping logs
H1: $0.725
|
H2: $0.760
Jan-Jun 2026: $0.725 · Jul-Dec 2026: $0.760
Disclaimer: Cleaner Desk is not tax or accounting advice. Verify deductible mileage treatment and current rates with the IRS or your tax professional.
Section 7: Add-On Cleaning Services
$
min
Section 8: Dynamic Cleaning Checklist Proposal Scope
Customize the room-by-room tasks shown in Template 3 (Cleaning Checklist Proposal).
Kitchen
Bathrooms
Living & Bedrooms
Section 9: Dashboard & Button Color Themes
Active
{{ t.name }}
{{ t.sub }}
Section 10: Quotation Templates Suite & Brand Polish
{{ opt.name }}
{{ opt.tag }}
{{ opt.desc }}
Section 11: Trust Claims & Business Credentials
Configure verified trust badges for quotation proposals. Claims remain disabled until explicitly activated by you.
Safeguard Policy: Cleaner Desk will never display insurance, bonding, licensing, background check, or guarantee claims on customer quotes unless you explicitly enable and verify them below.
Section 12: Local App Lock & Privacy
Require Local App Lock Password
Prevents casual browser access on shared computers. Does not transmit data to external clouds.
Scheduled Cloud Backup
{{ backupStatusLabel }}Keep CleanerDesk local-first while automatically saving encrypted backups to storage you choose.
Choose any folder on your computer, external drive, network storage, or a folder synced by services such as Google Drive, OneDrive, Dropbox, or iCloud.
Backup Location
{{ friendlyBackupLocation }}
Last Backup
{{ formattedLastBackup }}
Encrypted with AES-256-GCM
Next Scheduled Run
{{ formattedNextBackup }}
Scheduled backups run while CleanerDesk is open. If a backup is missed while CleanerDesk is closed, it runs automatically the next time CleanerDesk opens.
Backup needs attention
{{ settings.backup?.lastScheduledBackupError || 'Your backup encryption password is unavailable. Re-enter your Backup Recovery Password.' }}
{{ settings.backup?.lastScheduledBackupStatus === 'location_unavailable' ? 'Backup location unavailable' : 'Backup failed' }}
{{ settings.backup?.lastScheduledBackupError || 'Reconnect your backup drive or choose another location.' }}
Automatic Backup Schedule
If the month has fewer days, the backup runs on the last valid day of that month (e.g. Feb 28/29, Apr 30).
Retention & Encryption
Older automatic backups are pruned only from the CleanerDesk folder. Unrelated files and manual exports are never touched.
OS Secure Storage & Encryption
Scheduled backups use authenticated AES-256-GCM with PBKDF2 SHA-256 (100,000 iterations). Your recovery password is kept in your OS Keychain / Credential Manager and is never uploaded to CleanerDesk servers.
Commercial Backup & Data Portability
Your entire business database (clients, quotes, jobs, invoices, expenses) in a single secure file.
Last Backup:
{{ lastBackupDate ? formatDate(lastBackupDate) : 'Never' }}
Export Full Business Backup
Saves a versioned .cqbackup file containing all your local records.
Restore from Backup
Restores data with a preview and automatic safety backup of current data.
Two-Way Excel Workbook Engine
Export Current Sheets
Download your clients, jobs, invoices, payments, expenses, and recurring schedules as one .xlsx workbook.
Templates
Use the blank template for clean imports, or download the filled sample to see the format.
Import Workbook
Preview rows before import. Cleaner Desk downloads a safety backup before writing records.
{{ excelImport.error }}
Import Preview: {{ excelImport.fileName }}
Duplicate IDs: {{ settings.dataImport && settings.dataImport.duplicateBehavior === 'skip' ? 'skip existing records' : 'update existing records' }}
{{ count }}
{{ key }}
Product Updates
Check CleanerDesk for a newer eligible desktop release. Business data stays local.
Last checked: {{ formatDate(settings.updates.lastChecked) }}
{{ updateStatus.message }}
{{ updateStatus.error }}
Demo Sandbox & Reset
Sample Business Sandbox
Populate realistic test data to explore the dashboard. Clearly tagged and easily cleared.
Business Activity Audit Trail
Chronological history of quotes, completed cleans, invoices, and backups.
{{ entry.description || entry.message || entry.action }}
{{ formatActivityDate(entry.createdAt) }}
No activity logged yet