A strong cleaning quote starts before the price. The fastest way to create confusion is to quote from a name, address and vague request like 'deep clean.' A simple intake process helps you understand the property, the requested service, access issues and the client's priorities before you commit.
What to collect before quoting
Start with the basics: contact information, service address, preferred contact method and requested date. Then clarify the type of cleaning, approximate home size, bedrooms/bathrooms, pets, parking or access instructions, priority areas and any heavy buildup or special requests.
Why this matters
Consistent intake protects your time and makes the customer experience feel organized. It also gives you a written reference when the job is scheduled, assigned or followed up later.
Free sample
Enter your email below to unlock the one-page Cleaning Client Intake Checklist. It is intentionally a quick sample you can use immediately.
Ready for the complete workflow?
The Cleaning Business Client System expands beyond intake with 18 practical forms covering leads, estimates, clients, jobs, payments and follow-up.