New Customer Intake Form

New Client Intake Form

First name

Last name

Phone

Address

How will we access your home?

Access Code/Instructions Example: "door code: 1234, press lock to exit"

Do you have an alarm system?

If yes, provide alarm instructions (arming/disarming, keypad location, etc.)

How would you like us to handle trash?

If inside, where should we leave it? (Example: “Laundry room corner”)

Are cleaners allowed to warm up their lunch in your microwave?

Are cleaners allowed to eat their lunch inside your home if it falls during lunchtime?

Do you have pets?

Type of pet(s) (Example: “2 cats, 1 small dog”) And, if applicable, mark all that apply

Friendly

Shy

Protective

May try to scape

Needs to be secure

Other

Please provide any details about your pets we should be aware of and how should we handle them while cleaning.

Rooms or areas we should avoid Example: “Do not enter office”

Fragile items or surfaces we should be careful with (Example: “Glass figurines on shelf”

Where should we place items we find out of place?

Where should our team park?

If “Other,” please specify

When was the last time you house was professionally cleaned?

Is your home in a condition that might require special attention du to excessive clutter or hoarding?

Yes

Anything else we should know to give you the best service? (Access notes, special requests, home quirks, etc.)

Would you like recurring service?