Cleaning Service Intake Forms & Client Questionnaires

Quoting a cleaning job without the right details means you either underbid and lose money or overbid and lose the customer. You need property type, square footage, room count, floor surfaces, how many bathrooms, pets, level of cleaning needed, and access logistics — before your crew shows up. And every cleaning specialty has its own set of questions. A carpet cleaner needs to know fiber type and stain locations. A window cleaner needs floor count and screen removal. These five forms cover the main branches of the cleaning industry, each with the fields that actually matter for that service.

Five Forms for Five Specialties

The Cleaning Services form is the general house cleaning and janitorial intake. It captures property type (house, apartment, condo, office, commercial), square footage, number of bedrooms and bathrooms, floor types by room, kitchen appliance cleaning scope, special surfaces (marble, granite, hardwood), pets, current cleaning frequency, and access information (lockbox code, alarm code, key location, parking). It has checkboxes for service level: standard clean, deep clean, move-in/move-out, post-construction, and recurring service scheduling.

The Carpet & Floor Cleaning form gets specific about floors. It captures carpet fiber type (nylon, polyester, wool, olefin), carpet age, room-by-room carpet condition, stain types and locations (pet, wine, grease, ink, unknown), traffic patterns, padding condition, and whether furniture needs to be moved. There are checkboxes for service type: hot water extraction, dry cleaning, encapsulation, spot treatment, pet odor treatment, and scotchgard application.

The Window Cleaning form needs building details: number of floors, total window count by floor, window types (single-hung, double-hung, casement, fixed, skylight, storm windows), screen removal needed, interior vs. exterior cleaning, and any access obstacles (landscaping, roof pitch, narrow walkways). For commercial jobs, it captures building management contact and access scheduling.

The Power Washing form focuses on surfaces: driveway material (concrete, asphalt, pavers, brick), deck material (wood, composite, vinyl), siding type (vinyl, aluminum, brick, stucco, wood), fencing, outdoor furniture, and any surfaces that should be avoided. It asks about water source location, electrical outlet access, and any drainage concerns or environmental restrictions. PSI requirements vary by surface, so the form captures what matters for quoting accurately.

The Junk Removal & Hauling form captures the scope of the removal: item types (furniture, appliances, electronics, construction debris, yard waste), estimated volume, location of items (garage, basement, attic, outdoor), stairs and access issues, and whether any items require special disposal (hazmat, refrigerant, paint, tires). It includes checkboxes for service type: single-item pickup, room cleanout, estate cleanout, foreclosure cleanout, and construction debris.

What the Client Questionnaire Covers

Each form has a companion questionnaire the customer fills out. It asks them to describe the property and service they need in their own words, note any areas of special concern, indicate their preferred schedule, and provide access details. The questionnaire is what you send to a new customer before the walkthrough or estimate call.

Related Guides

Intake Forms for Cleaning Services & Janitorial · Cleaning Service Intake Form Guide · Carpet Cleaning Intake Form Guide · Window Cleaning Intake Form Guide · Junk Removal Intake Form Guide · Pressure Washing Intake Form Guide

Individual forms are $12.99 for the complete set (intake + questionnaire), $9.99 for intake only, or $6.99 for questionnaire only.

Browse by Category

Legal: All Legal · Family Law · Criminal Defense · Personal Injury · Estate Planning · Immigration · Employment Law · Bankruptcy · Real Estate

Healthcare: All Healthcare · Dental · Mental Health · Chiropractic · Massage Therapy · Veterinary

Trade Services: All Home Services · Contractor · HVAC · Roofing · Plumbing · Electrical · Landscaping · Pet Grooming

Professional: All Professional · Accounting · Photography · Insurance · Financial Services