Invoicing for carpet cleaners

Invoice Koi is an invoice app for carpet cleaners, with rooms, stairs and upholstery as lines you tap, and the extras priced instead of forgotten.

Make an invoice free

The iPhone app is coming to the App Store.

An illustration of a cleaning wand and hose, a spotting bottle, a moisture meter, a tub of powder and a stack of furniture blocks, with a koi swimming among them.

Carpet cleaning is priced in units the customer already understands: rooms, stairs, a three seat sofa. What goes wrong is the extras. The protector, the stain work and the third bedroom that was not mentioned on the phone all get done, and then get quietly absorbed into the price that was agreed for something smaller.

01On the document

What carpet cleaners
put on an invoice.

Save these items with your own rates. Tap to add them to an invoice, with the unit, price and totals filled in.

Line	Unit
Room clean	each
Stairs and hallway	each
Rug clean	each
Upholstery, three seat	each
Stain treatment	each
Protector application	room
Minimum charge	each

Set your own prices. The app's starter rates are placeholders. To bill one job today with nothing installed, the free carpet cleaner invoice template opens in your browser with these lines on it.

A job, grouped Subtotals per section

CLEAN

Room clean, living and dining$90

Stairs and hallway$45

Subtotal$135

UPHOLSTERY

Upholstery, three seat and chair$75

Subtotal$75

TREATMENT

Stain treatment, 3 areas$30

Protector, 2 rooms$40

Subtotal$70

Total$280

Grouped line items work on all nine templates.

A photograph of a carpet cleaner drawing a wand across a living room carpet with furniture stacked to one side of the room.

02Why carpet cleaners use it

Three things that
save the evening.

Rooms, stairs and suites at your prices

Each one is a price-book line with its own unit, so a quote is picking what is being cleaned rather than adding up in your head in somebody's hallway.

The extras are visible, so they get paid for

Group the treatment work under its own heading with its own subtotal. A customer who can see what the stain work cost is a customer who has been charged for it.

Quoted on the phone, confirmed at the door

Send the estimate before the visit and convert it to an invoice when the work is done, editing the lines for what was actually cleaned rather than what was described.

03 · Questions

Asked by carpet cleaners.

Can I charge a minimum for a single small room?

Keep the minimum as its own price-book line and use it when the job is under it. It prints as a line the customer can see, not as a total that looks arbitrary.

How do I quote for upholstery over the phone?

Build the estimate from the price book with the pieces as lines, send the PDF, and convert it once they agree. What changes on the day is edited before the invoice goes out.

Can I keep before and after photographs with the job?

Pictures can be attached to a document, and receipts you photograph are filed as expenses. Both stay on the phone with the rest of the record.

Weighing up apps? Invoice Koi vs Jobber and Invoice Koi vs Square Invoices set the features side by side, including where they win. Or see all 12 comparisons.