Free New-Client Intake Form
A one-page new-client intake form you fill in by hand for house cleaning jobs. Download the PDF directly, no signup required.
About this list
A good first visit starts with clear answers. This form collects the contact details, access, pets and scope you need before the first clean.
What is on it
Contact
- Name
- Phone
- Address
Home
- Type of home and size
- Pets (type and names)
- Access (key, code, someone home)
- Parking
Service
- Service wanted
- Frequency
- Preferred day and time
- Areas to skip or focus on
- Supplies: yours or theirs
Notes
- Allergies or product preferences
- Alarm or lock notes
- Other notes
How to use it
- Print a few copies and keep them in your caddy.
- Fill it in with the client at the first visit or over the phone.
- Write down access details, pets, and any areas to skip.
- Keep the signed page with the client's file for later visits.
For any cleaning product, follow the product label.
Want every room, the client forms and the pricing workbooks? See the Cleaning Business Operating Kit.