Window Cleaning Intake Forms & Client Questionnaires

A customer calls and says "I need my windows cleaned." That tells you almost nothing about the job. Is it a ranch house with 14 standard double-hung windows or a three-story colonial with 42 windows, half of which have storm panes, a skylight you need a 40-foot ladder to reach, and construction dust from a recent renovation caked on every sill? The difference between those two jobs is four hours and $300, and quoting sight-unseen without structured intake questions is how you end up losing money on every third call.

The Window Cleaning intake form captures what you actually need to price and schedule the job. Property type — single-family, townhouse, condo, multi-story commercial, storefront, office building. Number of stories and whether ladder or water-fed pole access is required. Total window count broken down by type: standard double-hung, casement, awning, sliding, picture windows, bay and bow windows, skylights, French doors, sidelights, and transoms. It captures whether the customer wants interior only, exterior only, or both — because interior cleaning takes longer per window due to furniture protection and drop cloth setup.

The Details That Change Your Quote

Window cleaning pricing is per-pane, but not all panes are equal. A ground-floor double-hung with removable sashes is a three-minute job. A third-story fixed picture window over a sloped roof with no ground access is a 20-minute job that requires specialized equipment. The form captures the details that drive pricing: which floors have windows, whether there is exterior ground access on all sides of the building, whether landscaping or fencing blocks ladder placement, and whether any windows require rope access or boom lift equipment.

It also captures condition issues that affect time and results: hard water stains (from sprinkler overspray hitting glass — this requires mineral deposit removal, not standard cleaning), paint overspray from recent exterior painting, oxidation on window frames, torn or missing screens, failed thermal seals (foggy double-pane), and construction residue. Hard water stain removal alone can double the time per window, and if you do not ask about it at intake, you show up expecting a routine clean and discover every south-facing window has six months of calcium buildup baked on by the sun.

Screen and Track Cleaning

Half of window cleaning customers also want their screens cleaned, tracks vacuumed, and sills wiped down. The other half just want the glass. The intake form captures this explicitly so your crew knows the scope before they load the van. It includes fields for screen condition (intact, torn, missing), whether the customer wants screen cleaning as an add-on, and whether window tracks need deep cleaning or just a wipe. For commercial accounts, it adds fields for signage on glass, window tinting, and security film — all of which require different cleaning solutions and techniques.

Intake vs. Client Questionnaire

The intake form is your internal office document. Your office manager or estimator fills it out during the customer call or after the site walkthrough. It includes job costing notes, crew assignment, equipment requirements, and scheduling details. The companion client questionnaire is what you email to the customer before the estimate visit. It asks them to confirm property details, note any access restrictions (locked gates, dogs in the yard, HOA rules about ladder placement), and list any specific concerns like stained glass or leaded windows that require special handling. Getting this before the site visit means your estimator shows up informed and quotes accurately instead of eyeballing it from the driveway.

Pricing

Each form is $12.99 for the complete set (intake + questionnaire), $9.99 for intake only, or $6.99 for questionnaire only. All PDFs are fillable in Adobe Reader and password-protected against editing.

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