About this template
Streamline your house cleaning business with this comprehensive Cleaning Client Information Form. Designed for residential cleaning companies and independent cleaners, this template collects all essential details needed before stepping foot into a client's home. Gather accurate contact information, home property specifications including square footage, number of bedrooms and bathrooms, and specific cleaning preferences.
Knowing your clients' expectations in advance ensures smooth operations and exceptional service. Use this form to capture preferred cleaning days and times, reminder preferences, specific instructions, excluded tasks, and supply requirements. By standardizing your client onboarding process through Doc2Form, you eliminate back-and-forth phone calls and ensure your cleaning crew arrives fully prepared with the right tools and clear instructions.
Key features
- Collect detailed property specs like square footage and room count.
- Capture client cleaning preferences and specific instructions in one place.
- Specify cleaning product preferences and excluded tasks.
- Easily embed or share via a direct link before the first appointment.
- Built with Doc2Form for instant deployment to Google Drive.
Use cases
- New residential cleaning client onboarding and setup.
- Gathering property details for accurate cleaning price quotes.
- Collecting recurring client preferences and schedule requests.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Service Address (Paragraph)Enter the street address, apartment number, city, and zip code where cleaning will take place.
- Email Address (Short answer)We will use this to send appointment confirmations and invoices.
- Phone Number (Short answer)Best number to reach you on cleaning days.
- Preferred Reminder Method (Multiple choice)How would you like to receive reminders before your scheduled cleaning?
- Preferred Cleaning Days (Checkboxes)Select all days that work for your schedule.
- Preferred Cleaning Times (Dropdown)Select your preferred time window.
- Number of Bedrooms (Short answer)Total bedrooms in the home.
- Number of Bathrooms (Short answer)Total bathrooms (include half baths).
- Approximate Square Footage (Short answer)An estimate helps us assign the correct team size.
- Number of Stories (Dropdown)How many levels does your home have?
- Carpeted Area Status (Multiple choice)Do you have carpeted floors that require vacuuming?
- Additional Services (Checkboxes)Select any extra services you may need.
- Cleaning Supplies Preference (Multiple choice)Who will provide the cleaning products and equipment?
- Special Instructions or Notes (Paragraph)Let us know about pets, alarm codes, fragile items, or specific areas to focus on.
- Excluded Tasks (Paragraph)Are there any rooms or items our team should NOT touch or clean?
- Terms and Conditions Acceptance (Multiple choice)Please confirm you agree to our cancellation and access policies.
- Client Signature (Short answer)Please type your full legal name as an electronic signature.
FAQ
How do I share this cleaning form with my clients?
Once generated in your Google Drive via Doc2Form, you can easily share the link via email, text message, or embed it directly on your business website.
Can I customize the questions to match my cleaning packages?
Yes! Because the form lives in your Google account, you can fully edit questions, add your cleaning packages, adjust pricing tiers, or include your business logo at any time.
Is this cleaning client form mobile-friendly?
All Google Forms are fully responsive, meaning your clients can easily fill out the intake questionnaire on their smartphones, tablets, or computers.
How do I receive notifications when a client fills out the form?
You can configure Google Forms to send an instant email notification to your business inbox every time a new client submits their cleaning details.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.