Client intake form for cleaning services: everything the team needs before the first clean, collected once.
A two-page intake form covering contact and property details, access and alarm, service and frequency, areas and priorities, products and health, billing and consent. Free, no email required.
What should be in a client intake form for a cleaning business?
Who the client is and how to reach them, what the property is (type, rooms, floors, pets, children, parking), exactly how the team gets in and what must be left as found, which service and how often, which areas matter most and which to skip, any products to avoid and allergies in the household, and the rate, payment method and cancellation notice. Collecting this once, before the first visit, is what lets a clean be quoted accurately: in NZ cleaning reviews, quote accuracy is praised in only 4.2% of positive reviews and value is the lowest-scoring of the four rated dimensions at 96.7 out of 100.
The job this document is doing.
- —The quote was for a three-bedroom house and it turned out to have two bathrooms, an office and a dog
- —Access instructions were given once on the phone, to someone who is not on the roster
- —A product the client is allergic to gets used because nobody asked
- —The cancellation terms were never written down, so the first missed visit is a free one
Open it and use it today.
- 01Client: contact details, billing address, preferred contact method and time
- 02Property: type, rooms, floor area and types, occupancy, pets, children, parking
- 03Access: entry method, lockbox and alarm, gates and intercom, what to lock or leave
- 04Service: type checklist, frequency, day and time window, start date, estimated hours
- 05Areas and priorities table (nine rows, include and notes columns)
- 06Products and health: standard, client-supplied or low-chemical, allergies, things to avoid
- 07Billing and agreement, a short photo and access-data notice, signatures
Free to use and adapt for your own business. Not legal advice: check contract terms against your own terms of trade and, where it matters, with a lawyer.
Why this document, and not another one.
| Measure (NZ cleaning services) | Figure |
|---|---|
| Value score, of four rated dimensions | 96.7 / 100 (lowest) |
| Quote accuracy praised, positive reviews | 4.2% |
| Clear explanation praised, positive reviews | 25.2% |
| Responsiveness praised, positive reviews | 32.4% |
From 4,483 publicly posted reviews of NZ cleaning services businesses (part of a 12,570-review property maintenance corpus), collected August 2026. Full corpus, method and thresholds: the property maintenance methodology page. Full findings: the property maintenance research study.
Use it alongside
First visit checklist for property maintenance
The first job at a new property sets the standard every later visit is judged against.
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