Start a new cleaning relationship with an intake sheet that captures the information needed for a safe, accurate walkthrough without collecting unrelated personal details. The customer can describe rooms areas, preferred cleaning level, supply preference, pets, access, timing, and priority concerns before pricing. Keeping the original request separate from the estimate helps the business distinguish what the customer asked about from what was later inspected and approved.
Capture contact and property basics
Record customer name, preferred contact method, service address, property type, rooms areas, occupancy, pets, parking, and best access time. Use a separate secure process for keys or alarm credentials.
Understand the requested service
Ask about cleaning level, visit frequency, priority rooms, recent construction or move activity, supply preference, allergies or fragrance concerns, and requested add-ons. Treat these as intake facts, not a final quote.
Prepare the next conversation
Note preferred schedule, walkthrough availability, decision maker, and how the customer heard about the business only when operationally useful. Summarize questions that require inspection, then create the estimate from confirmed scope rather than assumptions.
How to use this printable
- Collect the customer’s original cleaning request.
- Record property, access, room, pet, and product details.
- Separate confirmed facts from items needing a walkthrough.
- Use the intake to schedule inspection or prepare an estimate.
Printing notes
- Print on US Letter paper at 100% or Actual size so table rows and signature lines keep their intended spacing.
- Use one copy for each customer, appointment, job, reporting period, or approval cycle instead of overwriting an earlier record.
- Write in dark ink and scan the completed sheet if the business keeps a digital archive.
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.
- US Letter
- 1 page
- No required signup
What this printable records
Use the labeled areas below as a field guide before printing or adapting the form for your workflow.
- Customer name
- A short handwritten text entry.
- Customer phone / email
- A short handwritten text entry.
- Service address
- A short handwritten text entry.
- Record date
- A date entry for the printed record.
- Rooms areas
- A short handwritten text entry.
- Cleaning level
- A set of options to mark by hand.
- Supply preference
- A larger area for operational notes.
- Preferred contact method
- A set of options to mark by hand.
- Requested rooms / areas
- A larger area for operational notes.
- Preferred schedule
- A short handwritten text entry.
- Access / preparation notes
- A larger area for operational notes.
- Additional intake notes
- A larger area for operational notes.
Printing notes
- Use US Letter paper and choose 100% or Actual size in the print dialog.
- Check the preview before printing so table rows and signature lines keep their spacing.
- Use a fresh copy for each job, customer, reporting period, or approval cycle.