Home Services Admin Cleanup Kit

Clean up the admin mess before it costs you another job.Leads come in by text. Quotes get sent and forgotten. Jobs move around. Payments need follow-up. Reviews never get requested.If you run a small home-service business, the admin work can get messy fa. t especially when everything lives in texts, notebooks, memory, and random notes.The Home Services Admin Cleanup Kit gives you a simple weekly system for tracking the work that keeps money moving. It is built for small contractors and service business owners who need better follow-through without setting up complicated CRM software.What this helps you track New leads - Quote follow-ups - Job scheduling - Payment status - Customer details - Review and referral requests - Weekly admin tasks - Customer messages - AI-assisted admin cleanup prompts This is not fancy software. It is a practical cleanup system you can open, fill in, and use.What's included Excel workbook for tracking leads, quotes, jobs, payments, reviews, and follow-ups - Google Sheets-ready workbook - START HERE Setup and Weekly Workflow Guide - Customer Message Templates - AI Prompt Pack with Business Context Worksheet - License and Support Note - PDF versions for reading or printing - Microsoft Word versions for editable documents - Google Docs-ready versions Organized into three folders: PDF Version, Microsoft Version, Google Version.Who this is forOwner-operators and small home-service businesses. roofers, handymen, lawn care, cleaning, painting, pressure washing, mobile detailers, HVAC, plumbing, electrical, and other local service businesses.Best for people who lose track of quote follow-ups, forget to request reviews, have customer info scattered across texts and notes, need a simple job tracker, want a weekly admin routine, and don't want heavy CRM software.Who this is not forThis is not a full CRM, accounting software, or replacement for QuickBooks, Jobber, Housecall Pro, or ServiceTitan. Not a course, coaching program, custom software, or done-for-you setup. It's a lightweight spreadsheet-based admin cleanup kit.About the AI Prompt PackCopy/paste prompts for ChatGPT, Claude, Gemini, Microsoft Copilot, or other AI chat tools. Designed to help draft admin and customer messages faster.AI drafts. You review. You send. Always review anything involving pricing, timing, warranties, safety, legal/tax/insurance, scope changes, customer conflict, or payment. No AI tool is connected to this product. no automation, no shared login, no automatic sending.File formatDigital download: .xlsx, .docx, .pdf, .txt files. Need Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, or compatible software.Supportsupport@admincleanupkits.com. Custom setup not included.FAQIs this a physical product? No. Digital download.Is this a CRM? No. Simple spreadsheet-based system.Do I need special software? .xlsx, .docx, or .pdf compatible software. Microsoft Office and Google Workspace both supported.Can I customize it? Yes. edit your own copy.Does this include setup help? N. self-setup using the included START HERE guide.Can I resell this? No. for your own business use only.

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