Client Intake Form (Core) - Cleaning

Client Intake Form (Core) - Cleaning

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🥷 Cleaning Client Intake Form — Residential & Commercial Edition


Professional, Ready-to-Use Intake Template for Cleaning Businesses
(PDF + Editable Word Download)

Start every cleaning job with clarity, organization, and confidence using this ninja-crafted Cleaning Client Intake Form — designed to help cleaning professionals collect all the details they need before quoting, scheduling, or dispatching a crew. ⚔️

Whether you provide residential cleaning, commercial janitorial services, recurring maintenance, deep cleans, move-in/move-out, or post-construction cleaning, this intake form ensures nothing gets missed and every job starts smoothly.

If you’re tired of back-and-forth messages, incomplete info, or surprises on cleaning day — this form becomes your secret weapon.


⚡ What This Client Intake Form Helps You Do

This structured intake system allows you to quickly gather:

✔ Full client contact & property information
✔ Residential or commercial service details
✔ Cleaning type (one-time, recurring, deep clean, post-construction, etc.)
✔ Property size, room counts & flooring types
✔ Pet details, access instructions & security notes
✔ Add-on services & special requests
✔ Product preferences (eco-friendly, fragrance-free, client-supplied, etc.)
✔ Scheduling preferences & start dates
✔ Known issues, fragile items & problem areas
✔ Payment method & billing details
✔ Client authorization to proceed

Everything is clearly laid out so you can quote accurately, plan efficiently, and avoid surprises.

# Client Intake Form (PDF) - Cl…


🧰 What’s Included (PDF + Editable Word)

Fill-Ready PDF
Perfect for digital completion, phone intake, walkthroughs, or printing.

Fully Editable Word Document (.docx)
Customize questions, sections, wording, or branding to match your cleaning workflow.


🥷 Built-In Ninja Precision

This professionally designed intake form includes clearly organized sections such as:

🧍 Client Information

Contact details, preferred communication method & business info (if applicable).

📍 Service Location & Access

Address, gate codes, parking notes, lockbox/alarm details, and entry instructions.

🧹 Cleaning Service Type

Checkboxes for:
• One-time cleaning
• Recurring (weekly / biweekly / monthly)
• Deep cleaning
• Move-in / move-out
• Post-construction cleaning
• Commercial office cleaning

🏠 Property Details

• Property type
• Square footage
• Bedrooms & bathrooms
• Flooring types
• Pets on-site

➕ Add-Ons & Special Requests

Windows, baseboards, appliances, laundry, sanitizing, eco-friendly products, and more.

🧴 Client Preferences & Sensitivities

Product restrictions, allergies, fragrance-free requests, and cleaning style preferences.

🗓 Scheduling & Payment Info

Preferred days, times, start date, payment method & deposit notes.

✍️ Client Authorization

Signature section confirming accuracy and approval to proceed.


💼 Who This Intake Form Is For

Perfect for:

✔ Residential cleaning companies
✔ Commercial & office cleaning businesses
✔ Janitorial services
✔ Deep cleaning specialists
✔ Move-in / move-out cleaners
✔ Post-construction cleaning crews
✔ New cleaning startups
✔ Established cleaning companies wanting better organization

If you clean professionally — this form belongs in your workflow.


🔥 Why Cleaning Pros Love This Form

• Makes onboarding fast, smooth & professional
• Reduces miscommunication & missed details
• Helps create more accurate estimates
• Saves hours of follow-up questions
• Improves scheduling & crew preparation
• Works for residential & commercial cleaning
• Reusable for unlimited clients & jobs

This is organization that protects your time and elevates your brand.


🥷 Final Ninja Note

Great cleaning jobs start with great information.

This Cleaning Client Intake Form ensures you capture every detail upfront — so you can quote confidently, plan efficiently, and impress clients from the very first interaction.

Add it to your cleaning business toolkit and begin every job with ninja-level precision and professionalism. ⚔️

🥷 Want more than just a single template?

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