🥷 Window Cleaning Client Intake Form

Professional, Ready-to-Use Intake Template for Window Cleaning Pros

Give your window cleaning business a polished, professional first impression with this clean, organized, ninja-crafted Client Intake Form — designed to help you gather everything you need before quoting, scheduling, or beginning any residential or commercial window cleaning job.

Whether you're booking a simple exterior cleaning, tackling a post-construction job, or onboarding a new storefront client, this form helps you collect accurate details fast, streamline your workflow, and operate with true Ninja-level professionalism. ⚔️

This is the first step to smoother appointments, clearer communication, and higher-quality leads — without the back-and-forth guessing.

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⚡ What This Client Intake Form Helps You Do

This ready-to-use form makes it easy to:

✔ Collect full client information quickly and cleanly
✔ Understand property type, height, access needs & restrictions
✔ Identify exactly which services the client needs (interior, exterior, screens, tracks, skylights, mirrors, etc.)
✔ Document specialty add-ons such as hard water removal, debris removal, post-construction cleaning & more
✔ Assess window conditions, problem areas & hazards
✔ Gather project timelines, scheduling preferences, and service frequency
✔ Determine budget, priorities, and decision-making readiness
✔ Streamline your estimating & scheduling process
✔ Deliver a professional client experience from the very first interaction

This is the intake system experienced window cleaners use to stay organized, reduce guesswork, and win more recurring clients.

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🧰 What’s Included (PDF + Editable Word File)

✔ Fill-Ready PDF Version

Perfect for phone calls, on-site walkthroughs, digital completion, or printed use.

✔ Fully Editable Word Document (.docx)

Customize it with your branding, pricing, or specific service options.

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🥷 Built-In Ninja Precision

Below is a high-level overview of what’s structured inside the template.

🧑🤝🧑 Client Information Section

Captures name, address, email, phone, preferred contact method & best time to reach them.

🏘 Property Details

Residential, commercial, multi-unit, or storefront — plus building height, access notes, and restrictions.
Includes ladder/ground/inside-only accessibility options.

🪟 Window Cleaning Needs

Professionally organized checkboxes for:
• Exterior / interior window cleaning
• Screens, sills, tracks, mirrors, skylights
• Storefront glass & interior partitions
• Specialty add-ons like hard water removal, debris removal, post-construction cleaning, solar panel cleaning & more
• Space to note window count, size, style & difficulty

🧼 Condition Assessment

Checklists for damage, fogged panes, torn screens, buildup, debris, mold/mildew & more.
Helps you price accurately and avoid liability issues.

🔁 Service Frequency Options

One-time, weekly, bi-weekly, monthly, quarterly, or semi-annual — plus start date & flexibility.

🚪 Access & Scheduling

Gate codes, lockboxes, office managers, pet notes, parking availability & related instructions.

💰 Budget & Decision Details

Budget range, quote comparisons, decision timeline, and client priorities (price, quality, turnaround, recurring service).

✍️ Special Requests & Referral Tracking

Notes + “How did you hear about us?” section for marketing insights.
Includes intake rep name & completion date.

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💼 Who This Intake Form Is For

Perfect for:

✔ Residential window cleaning companies
✔ Commercial & storefront window cleaners
✔ Pressure washing / soft washing pros who offer window cleaning add-ons
✔ Post-construction cleaning specialists
✔ Recurring service providers (weekly, monthly, quarterly)
✔ New or growing businesses that need organized onboarding
✔ Pros who want smoother scheduling & clearer estimates

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🔥 Why Window Cleaning Pros Love This Template

• Makes onboarding simple, fast, and organized
• Helps eliminate guesswork during estimates
• Ensures no service or detail is forgotten
• Creates a professional experience clients trust
• Saves time on scheduling & quoting
• Works for both residential & commercial jobs
• Reusable forever — just print or upload

This form elevates your business from “just another cleaner” to a true organized professional your clients will remember.

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🥷 Final Ninja Note

A smooth client experience begins long before the first window is cleaned.
Add this Window Cleaning Client Intake Form to your business toolbox and streamline your onboarding with ninja-level efficiency, clarity, and professionalism.