Capture the enquiry
Record customer, property, service and contact details in one organised intake process.
Capture. Quote. Follow up. Win.
Turn new cleaning enquiries into booked jobs
Capture each enquiry, prepare a professional quote, schedule the next follow-up and monitor results in one organised Google Sheets system.
Get My Lead & Quote Tracker for US $14- Instant digital access
- Works in Google Sheets
- Leads, quotes and follow-ups in one system
A clear lead-to-client workflow
Know who to contact, what to send and what happens next
Keep every promising enquiry moving forward without juggling notes, separate quote files and forgotten reminders.
Quote and follow up
Prepare the quote, track its status and schedule the next action so no promising lead is forgotten.
Win and review
Update the outcome, see where your leads come from and review quote values and conversion results.
Everything connected in one place
From first contact to customer-ready quote
The tracker connects your intake, follow-up planner, quote review and conversion dashboard, with both app-style and spreadsheet views.
- Quick Add intake and lead log
- Follow-up planner with upcoming actions
- Customer quote, email quote and printable PDF workflow
See the system before you buy
A closer look inside the tracker
Select any preview to enlarge it and see how enquiries, quotes, follow-ups and outcomes stay connected.
Get My Lead & Quote Tracker for US $14
One-time payment through secure SamCart checkout.
A reusable system for your cleaning business
What you get
- An instant PDF access guide with your reusable Google Sheets template link
- App-style Overview and navigation plus a standard spreadsheet view
- Quick Add customer-intake form and Lead & Quote Log
- Follow-Up Planner for upcoming and overdue actions
- Internal Quote Review, customer quote and email quote preparation pages
- A printable customer quote PDF workflow
- Lead Conversion Dashboard with pipeline, source and quote-value insights
- Won-client and recurring-opportunity views
- Editable services, lead sources, priorities and statuses
- Built-in instructions and removable fictional example data
Questions answered
Before you buy
What do I receive?
You receive an instant PDF with the link to your reusable Google Sheets template, built-in instructions and fictional example data you can remove.
Who is this for?
It is designed for solo cleaners and small residential, deep-clean, move-out, Airbnb-turnover and commercial cleaning businesses.
What can I track?
You can track enquiry and contact details, property and service information, priorities, pipeline stages, quote amounts and dates, upcoming follow-ups, outcomes, lead sources and recurring opportunities.
Does it calculate what I should charge?
No. This system organises leads, quotes and follow-ups. You enter and review your own quote amounts before sending them to customers.
Can I prepare a customer quote?
Yes. It includes an internal quote review, a customer-facing quote page, an email quote preparation page and a printable PDF workflow.
What are App View and Spreadsheet View?
App View provides guided navigation and forms, while Spreadsheet View lets you work directly with the connected sheets. You can use whichever view suits you.
Can I customise and reuse it?
Yes. Your Google Sheets copy is editable and reusable. You can change service types, lead sources, priorities and statuses to suit your business.
Do I need special software?
No. A free Google account and internet connection are required. Optional automation may ask for a one-time Google authorisation within your private copy.
Should I review a quote before sending it?
Yes. Always check the customer and scope details, amount, currency, validity period and any tax treatment before sending a quote.
How does payment and delivery work?
SamCart handles the secure checkout, receipt and digital delivery. The product is currently available through the configured test checkout.
Ready for a clearer follow-up process?
Keep every enquiry moving towards a decision
Use one practical Google Sheets system to capture leads, prepare quotes, plan follow-ups and monitor the jobs you win.
Get My Lead & Quote Tracker for US $14