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Cleaning Client Intake Form Template — Free PDF & Editable Download

The form a cleaning business should complete before the first clean ever happens. It captures the client, the property, access and security details, the service they actually booked, and the sensitivities (pets, products, fragile items) that decide whether the first visit goes smoothly. Page 1 of the template libraries we reviewed offers this document either as a paid marketplace file with no guidance or as a bare form-builder widget with no printable version — this one is free, printable, editable, and explained.

Download — free, one click, no email gate

Both files are the same document. The PDF is ready to print; the editable version (Word) is yours to brand and adapt. Files are generated from the same source as the preview below, and every file is tested before it is listed here.

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The document — exactly as it downloads

[Your Business Name]
[phone] · [email] · [address]

Cleaning Client Intake Form

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

1 · Client details

Full name:
Service address:
Mailing address (if different):
Phone:
Email:
Preferred contact method:

2 · Property details

Property type (house / apartment / condo / office):
Bedrooms:
Bathrooms:
Approx. size (sq ft):
Floors / levels:
Occupants (adults / children):

3 · Pets

☐  No pets
☐  Dog(s)
☐  Cat(s)
☐  Other pets
Where pets will be during the clean:

4 · Access & security

Entry method (client home / key / code / garage):
Alarm instructions:
Key held by us? (yes / no):
Parking notes:

5 · Service requested

☐  Regular cleaning
☐  Deep cleaning (first visit)
☐  Move-in cleaning
☐  Move-out cleaning
☐  One-off cleaning

6 · Frequency

☐  Weekly
☐  Every 2 weeks
☐  Every 4 weeks
☐  One-off

7 · Priority areas

☐  Kitchen
☐  Bathrooms
☐  Floors throughout
☐  Interior windows
☐  Laundry
☐  Other (note below)

8 · Products & sensitivities

Products provided by (us / client):
Allergies or product sensitivities:
Surfaces needing special care:
Fragile or high-value items to note:

9 · Scheduling

Preferred day(s):
Preferred time window:
Start date:
How did you hear about us?:

Sign-off

Client signature:
Date:
Free template from FormNest (formnest.pages.dev) — free for your own business use; please do not redistribute or resell.

What's included

Who should use it

How to use it

  1. Print two copies or open the editable version and type directly into it.
  2. Complete sections 1–4 with the client (a five-minute call or a walkthrough works best).
  3. Complete the service and frequency sections together so the estimate that follows uses the same information.
  4. File it with the signed estimate; revisit it whenever the client's circumstances change.

Printing & customization

Prints cleanly on Letter or A4, one document of two pages. In the editable version, add your business name and logo at the top before saving it as your master copy — every field then stays consistent with the estimate and work order that follow it in the chain.

A privacy note that matters for this form

An intake form holds the most sensitive paper a cleaning business owns: how to get into someone's home. Store completed forms somewhere access-controlled, share codes and key details with a cleaner only for their scheduled visit, and never send alarm codes through casual messages or photographs of the form. Our client-visit schedule is designed to reference this form rather than repeat its secrets — that separation is deliberate.

Usage licence

Free for your own business use — print it, fill it in, adapt the editable version, use it with your clients, as often as you like. Please do not redistribute the blank files, upload them to other template libraries, or resell them; if a fellow cleaner could use it, link them to this page instead. FormNest keeps the copyright in the underlying design.

Frequently asked questions

What should I ask a new cleaning client before the first visit?

Everything on this form: who they are, what the property is, how you get in, whether there are pets, what service and frequency they booked, which areas matter most, and any product or surface sensitivities. The five minutes this takes is what prevents the classic first-visit failures — locked out, wrong products, a dog nobody mentioned.

How should I store a form that holds alarm codes and key details?

Carefully — this is the sensitivity nobody warns about. Keep completed intake forms somewhere access-controlled (a locked drawer or a password-protected folder), share access details with a cleaner only for their scheduled visit, and never photograph or message alarm codes casually. The form itself reminds you of this in section 4.

Does the client have to sign it?

The signature line is there so both sides can confirm the details are accurate — especially access arrangements and the service booked. It is an operational record, not a legal contract.

Can I edit this form with my own questions?

Yes — the editable version is yours to adapt. Keep the access and pets sections even if you change the rest; they are the parts that save a visit.

Complete the chain

FormNest documents are designed as a matched set — the intake feeds the estimate, the estimate feeds the work order, and the invoice carries the same line items. These are this document's neighbours:

In the chain

Cleaning Service Estimate Form

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

In the chain

Cleaning Service Work Order

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

In the chain

Cleaning Service Invoice Template

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