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Cleaning Business / Customer Intake

Cleaning Business Customer Intake

A US Letter printable customer intake for cleaning business teams, with fields for rooms / areas, customer details, scheduling, and operational notes.

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What’s included in this form

These fields match the downloadable PDF.

Business / service providerWrite or type your details
Business phone / emailWrite or type your details
Customer nameWrite or type your details
Customer phone / emailWrite or type your details
Service addressWrite or type your details
Record dateWrite or type your details
Rooms / areasWrite or type your details
Cleaning levelRoutine · Deep clean · Move-in / out · Other
Supply preferenceSpace for notes
Preferred contact methodPhone · Email · Text · Other
Requested rooms / areasSpace for notes
Preferred scheduleWrite or type your details
Access / preparation notesSpace for notes
Additional intake notesSpace for notes
Job / customer referenceWrite or type your details
Walkthrough date / reviewerWrite or type your details
Entry / occupancy arrangements (no access codes)Write or type your details
Scope / completion / not applicable: Kitchen - counter and accessible surfaces, Kitchen - sink and fixtures, Kitchen - appliance exterior, Kitchen - floor, Bathroom - basin and fixtures, Bathroom - toilet exterior / bowl, Bathroom - tub or shower surfaces, Bathroom - floor, Living areas - accessible dusting, Living areas - floors, Bedrooms - accessible surfaces, Bedrooms - floorsIn scope · Done · Not applicable
Excluded / inaccessible areas and special requestsSpace for notes
Job / property referenceWrite or type your details
Review date / customer representativeWrite or type your details
Scope / completion / not applicable: Cupboards / drawers - agreed interior surfaces, Refrigerator - agreed interior surfaces, Oven - agreed interior surfaces, Bathroom surfaces - agreed work, Floors - agreed rooms, Windows / sills - agreed accessible areas, Items or waste - agreed removal only, Unfinished / inaccessible areas identifiedIn scope · Done · Not applicable
Open items, observed issues or disagreementSpace for notes
Agreed follow-up / responsible person / dateSpace for notes
Worker review name / dateWrite or type your details
Customer review name / dateWrite or type your details

Download, fill in, and print

  1. Download the PDF and open the saved file in a PDF reader.
  2. Type into the fillable fields, or leave the form blank for handwriting.
  3. Choose US Letter (8.5 × 11 inches) and Actual size / 100% in the print dialog. Check the preview before printing.
  4. Keep completed forms in your own secure records.

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Using this form in your business

Walkthrough and move-out task pages

This 3-page PDF keeps the original customer intake on page 1. Page 2 records entry arrangements, agreed work for kitchen, bathroom, living areas and bedrooms, and excluded or inaccessible areas. Page 3 records agreed move-out items, unfinished work and follow-up. Each listed task has separate In scope, Done and N/A boxes.

Fictional walkthrough example

Job CLEAN-104: the customer requests the kitchen and one bathroom. Mark those agreed tasks In scope; leave Done blank before work. Record the occupied bedroom as excluded. On the handover page, write “Refrigerator interior excluded from this visit” in Open items and identify any agreed return visit separately.

How are the three task columns different?

In scope records the agreement, Done records an actual result, and N/A records that an item does not apply. An unresolved or inaccessible task belongs in the notes. The checklist does not establish landlord acceptance or prescribe a cleaning technique.

Collect a new cleaning customer’s request before committing to a date, price or scope.

Which fields matter for this task?

Requested rooms / areas
Distinguish the customer’s requested work from work that has actually been agreed.
Preferred schedule
Record a preference here; move the agreed date and crew assignment to an appointment sheet.
Access / preparation notes
Describe practical entry arrangements without recording security secrets.

Fictional filling example

This example is invented to show how the fields work. It is not a real customer, job, quotation, recommended price or tax treatment.

Rooms / areas
Kitchen, living room and bathroom
Preferred contact method
Email
Preferred schedule
Friday mornings
Access / preparation notes
Customer will meet the crew at the entrance

Questions about this task

Is this an approved quotation?

No. This intake form and its walkthrough pages record a request and agreed task boundaries. Use an estimate to set out quantities and amounts, and retain the customer’s decision separately.

How do I record a repeat customer?

Confirm which rooms, cleaning level and supply preferences have changed. A recurring-service tracker records visit dates; it does not replace this initial request.

Keep a saved copy for each visit or record. The field list and preview above show what is actually included in this PDF.

Updated October 4, 2026: two task pages added to this customer intake PDF. The original version remains available above.

More forms for this workflow

Use a separate form for the next task. An appointment, estimate, work record and invoice serve different purposes.