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Cleaning Business Templates

Eight documents, designed as one matched set rather than eight strangers. The intake form captures the client; the estimate prices the job from it; the work order schedules and assigns what was accepted; the checklists define the standard the crew works to; the invoice bills with the same line items the client already agreed to; and the client-visit schedule keeps the recurring week visible. Every document is free as a printable PDF and an editable file — one click, no email address, no account, no trial.

The chain matters more than any single document. When intake, estimate, work order and invoice carry the same fields and the same line items, the three classic small-business arguments — "that's not what I booked", "that's not what was quoted", "that's not what I owe" — mostly stop happening, because every party is looking at the same paper.

Cleaning Client Intake Form
Full name: ____________
Service address: ____________
Mailing address (if different): ____________
Property type (house / apartment / condo / office): ____________

Cleaning Client Intake Form

For cleaning businesses — complete at sign-up or first visit, then keep on file.

PDF · Editable DOCX

Move-Out Cleaning Checklist
Property address: ____________
Client / agent: ____________
Clean date: ____________
☐ Inside oven cleaned: ____________

Move-Out Cleaning Checklist

For cleaning businesses — the room-by-room standard for an end-of-tenancy clean, with a walkthrough record.

PDF · Editable DOCX

Cleaning Service Estimate Form
Estimate no.: ____________
Date: ____________
Valid until: ____________
Client name: ____________

Cleaning Service Estimate Form

For cleaning businesses — price the job room by room, add-ons itemised, acceptance signed.

PDF · Editable DOCX

Deep Cleaning Checklist
Client: ____________
Service address: ____________
Date: ____________
☐ Inside oven: ____________

Deep Cleaning Checklist

For cleaning businesses — the full-detail standard for a first or one-off deep clean.

PDF · Editable DOCX

House Cleaning Checklist — Per Visit
Client: ____________
Service address: ____________
Visit date: ____________
☐ Counters wiped: ____________

House Cleaning Checklist (Per-Visit, for Businesses)

For cleaning businesses — the recurring-visit standard, with rotation tasks and a visit record.

PDF · Editable DOCX

Cleaning Service Work Order
Work order no.: ____________
Date issued: ____________
Linked estimate no.: ____________
Client name: ____________

Cleaning Service Work Order

For cleaning businesses — turns an accepted estimate into a scheduled, assigned, completable job.

PDF · Editable DOCX

Cleaning Service Invoice
Invoice no.: ____________
Invoice date: ____________
Due date: ____________
Business name: ____________

Cleaning Service Invoice Template

For cleaning businesses — line items that match the estimate and work order, totals, and payment details.

PDF · Editable DOCX

Recurring Client-Visit Schedule

Recurring Cleaning Schedule (Client-Visit Planner)

For cleaning businesses — the weekly planner: which client, which day, which team.

PDF · Editable DOCX

How the chain runs

1. Intake at sign-up → 2. Estimate priced from it → 3. Work order when the estimate is accepted → 4. The right checklist on the day → 5. Invoice with matching lines → and the schedule holds the recurring pattern underneath it all.