Describe your cleaning services. Makeform creates an intake form for property size, service priorities, access, pets, supplies, and scheduling before you estimate or assign a crew.
Send new cleaning inquiries to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a cleaning workflow, adjust the prompt, or send it to the builder. Each example is editable.
Audience
Homeowners requesting weekly or biweekly service
Format
Room-by-room intake with schedule preferences
Prompt size
327 chars
Example form structure
Room-by-room intake with schedule preferences
Contact and service address
Property size and room counts
Which cleaning tasks are priorities?
Preferred frequency and days
Pets, parking, and entry notes
Suggested routing tags
Needs estimate
Recurring service
Special access
Ask clients to separate entry instructions from alarm details, then limit sensitive access information to what the assigned team actually needs.
Step 1
Qualify
property, scope, condition, and location
Step 2
Estimate
photos or walkthrough reveal the effort
Step 3
Schedule
frequency, dates, and arrival windows align
Step 4
Prepare
crew receives access, pet, and supply notes
Why a cleaning intake form
Capture the space and service conditions before estimating. Every lead reaches your team in the same structure.
Room counts, square footage, floor types, and tasks distinguish maintenance, deep-clean, and turnover requests.
Conditional paths show access, elevator, or appliance questions only when relevant.
Access, parking, pet, supply, and priority notes stay with the request.
Built for cleaning workflows
Keep core property details, then branch into questions for each job type.
Capture priorities, cadence, pets, and entry for repeat visits.
Ask about buildup, appliance work, detail add-ons, and photos.
Record vacancy, utilities, building rules, deadlines, and key handoffs.
Gather area, hours, traffic, surfaces, security, and walkthrough times.
Intake workflow
Capture facts affecting labor and logistics, then route complete submissions for estimating or scheduling.
List your job types and the information needed before estimating.
Edit choices, required property details, and conditional follow-ups.
Embed the form, send it after inquiries, or let staff complete it with callers.
Send submissions to estimating with schedule and walkthrough options attached.
Intake form vs call notes
A structured form lets clients check room counts, select tasks, and explain access without relying on call notes.
Field guide
Each section should answer an estimating question. Show detailed follow-ups only when relevant.
Client and location
Separate the service contact from billing or property-management contacts. Confirm the address for routing.
Property profile
Combine square footage with rooms, floors, occupancy, and surfaces to clarify the layout.
Scope and condition
Let clients select tasks, describe current condition, and identify priority areas or intensive work.
Frequency and timing
Ask recurring clients for cadence and windows; ask one-time clients for the real deadline.
Access and site logistics
Collect entry and site logistics without requesting unnecessary secrets in a general notes box.
People, pets, and preferences
Pets, occupants, and product preferences affect preparation and room order. Ask specific questions.
Related tools
Connect intake with estimating, scheduling, property questions, and service requests using other Makeform generators.
Turn qualified property details into a consistent estimate request and scope review.
Open toolStart with a general client onboarding structure for other service lines.
Open toolCollect available times for walkthroughs, consultations, or scheduled visits.
Open toolGather broader property questions before selecting the right service workflow.
Open toolCoordinate an adjacent property-service request with site and scheduling details.
Open toolCreate a flexible request channel for follow-up work and existing clients.
Open toolFAQ
Practical answers for owners and office teams qualifying residential and commercial cleaning inquiries.
It is a questionnaire completed before an estimate or first service. It organizes client, property, scope, condition, schedule, access, pet, parking, and preference details for consistent review.
Include contact, address, property type and size, room counts, service and task choices, condition, frequency, dates, access, pets, parking, and notes. Add photos or commercial facility fields when useful for estimating.
Branch from a service-type question. Show cadence and weekday fields for recurring service; show deadlines, intensive add-ons, and photos for one-time work. Keep property and access questions shared.
Collect the entry method and necessary logistics, but handle sensitive details carefully. Ask who will provide approved instructions, then use your restricted process for information that should not appear in a general response.
Yes. Add optional uploads for priority rooms, buildup, appliances, move-out condition, or access constraints. Use a walkthrough when photos cannot explain a complex property.
Yes. Branch by property type. Homes need room, pet, and resident questions; commercial sites may need area, hours, facility counts, surfaces, security, traffic, and walkthrough windows.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and keep using the intake form without a response cap. The paid tier removes the Makeform badge.
Check service area and scope, then decide between an estimate and walkthrough. Confirm the next step and pass relevant access, schedule, pet, and supply notes to the assigned team.
Start every cleaning relationship with a complete brief.
