Commercial Cleaning Walkthrough & Scope Planner
The Commercial Cleaning Walkthrough & Scope Planner gives you a structured Excel workflow to run during every site visit, so nothing important gets missed between the walkthrough and the quote. Instead of scattered handwritten notes, you capture client details, room and area information, floor types, access requirements and task expectations in one consistent format — every time, for every site.
| Area | Details | |
|---|---|---|
| 1 | Site name | Riverside Business Park |
| 2 | Area 1 — Reception | Hard floor · Daily |
| 3 | Area 2 — Open Office | Carpet · Daily |
| 4 | Area 3 — Kitchen | Hard floor · Daily |
| 5 | Area 4 — Amenities (x3) | Tile · Daily |
| 6 | Access requirements | Swipe card, after 6pm |
| 7 | Periodic tasks noted | Carpet extraction — quarterly |
What's included
Client & site information
Capture site contact details, address, building type and quoting reference in one place.
Room & area register
List every room and area with a consistent naming structure that carries through to your scope and quote.
Floor-type recording
Record flooring for each area so cleaning methods and time estimates can be matched correctly.
Site condition notes
Note the current condition of each area, including anything that may affect cleaning time or approach.
Service frequency capture
Record the required frequency for each area — daily, weekly, periodic or one-off.
Access & security requirements
Document keys, alarm codes, access windows and any site-specific access restrictions.
Cleaning task selection
Select relevant cleaning tasks per area from a structured task list, rather than relying on memory.
Special requirements
Record anything unusual about the site — hazards, sensitive equipment, client preferences.
Automatic site summary
A summary view pulls your walkthrough entries together into one readable overview.
Structured handover to quoting
Information is organised so it can be carried directly into your pricing and scope process.
Replace handwritten notes with a structured process
Most missed items in a commercial cleaning quote trace back to the walkthrough — an area that wasn't written down, an access requirement that got forgotten, a periodic task that never made it into the scope. The Walkthrough & Scope Planner gives you the same structure to follow every time, whether you're running the walkthrough yourself or sending a team member.
Who it's for
- Owner-operators who currently rely on handwritten walkthrough notes
- Small cleaning businesses starting to quote larger commercial sites
- Teams who want a consistent process regardless of who runs the walkthrough
- Businesses that have been caught out by missed areas or requirements after winning a job
What it helps prevent
- Forgetting to record an area, task or access requirement during a walkthrough
- Inconsistent notes that are hard to use when you sit down to quote
- Losing track of site-specific requirements between the walkthrough and the job start
- Relying on memory instead of a documented record of what was agreed
How it works
Prepare
Open the workbook before your site visit and review the structure so you know what you'll be recording.
Walk the site
Move through each area, recording room details, floor type, condition, frequency and tasks as you go.
Note requirements
Capture access, security and any special requirements while they're front of mind.
Review the summary
Use the automatic summary to check nothing has been missed before you leave site.
Carry into quoting
Use the structured output as the foundation for your labour estimate and quote.
What's in the box
- One structured Excel workbook (.xlsx)
- Pre-built room and area register
- Editable cleaning task list
- Written instructions for how to use the workbook on site
- Compatible with Excel and most spreadsheet software
This tool does not automatically guarantee accurate pricing. It is designed to help you capture consistent site information — how you use that information to quote remains your responsibility.
Frequently Asked Questions
Does this tool calculate my price automatically?
No. The Walkthrough & Scope Planner is a structured way to capture site information. It does not calculate pricing on its own — it is designed to feed clean, consistent information into your quoting process, including the Quote & Profit Calculator.
Do I need advanced Excel skills to use it?
No. The workbook is designed for everyday use in the field. You fill in structured fields and dropdowns — no formulas or macros need to be written or edited.
Can I customise the task list for my business?
Yes. The task list and structure are editable so you can adjust them to match the services your business offers.
Will this guarantee I don't miss anything on a walkthrough?
No tool can guarantee that. It is designed to reduce the chance of missing something important by giving you a consistent structure to follow, but you remain responsible for a thorough site visit.
Commercial Cleaning Walkthrough & Scope Planner — Coming Soon
This page will update as the tool moves closer to release. In the meantime, explore the rest of the commercial cleaning tool set.