Cleaning client intake form: what to ask new clients

A good intake form saves you a second phone call, gives you what you need for an accurate quote, and shows a new client you run a professional business. Here is what to ask, section by section.

Client details

Name, service address, phone, email and preferred contact method (call, text or email). Asking how they prefer to be contacted avoids missed messages.

Home details

Home type (house, apartment, condo), approximate square footage, bedrooms, bathrooms and floor types. These are the numbers most pricing methods depend on.

Service requested

Standard, deep or move-in/out clean; one-time or recurring; frequency (weekly, bi-weekly, monthly); and preferred day and time.

Add-ons

List common extras as checkboxes, such as inside fridge, inside oven, windows and laundry, plus an "other" line. Clients often add them once they see the list.

Priorities and preferences

Ask for their top three priority areas, any areas to skip, and product preferences or allergies. This is where you avoid complaints before they happen.

How they heard about you

Google, referral, social media, flyer or other. Over time this shows which marketing actually brings clients.

Signature and notes

A signature and date line, plus space for notes. For terms like payment, cancellations and liability, use a separate service agreement.

Tips

• Send it before the first visit, or fill it in together on the walkthrough.
• Keep a separate sheet for keys, alarm codes and pets, and store it securely.
• Use the answers to build your quote: see how to price house cleaning.

The Cleaning Client Paperwork Pack includes a new client intake form with all of these sections, a residential cleaning service agreement and a home access & pet info sheet, as editable DOCX (Word or Google Docs) and PDF. Templates only, not legal advice.

Get the Cleaning Client Paperwork Pack - $9

FAQ

What should a cleaning client intake form include?

Contact details, home details (type, size, bedrooms, bathrooms, floors), the service and frequency requested, add-ons, priority areas, areas to skip, product preferences or allergies, and how they heard about you.

Is an intake form the same as a service agreement?

No. The intake form collects information about the client and home. A service agreement sets the terms, such as payment and cancellations. Many cleaners use both.

Should I ask about allergies on the intake form?

Yes. Asking about product preferences and allergies up front helps you choose suitable products and avoid problems.