New Client Intake Form | Fillable PDF Cleaning Business Template

Onboard new cleaning clients professionally with this premium fillable PDF intake form by Lexoraintl.

New Client Intake Form Template is designed for janitorial businesses, commercial cleaning companies, office cleaners, facility cleaning providers, and independent cleaning service providers who want to collect client information in a clear and organized format.

Use this template to gather client contact details, service location, property information, cleaning needs, preferred schedule, access instructions, supply preferences, billing information, special requests, and important notes before creating a proposal, quote, contract, or cleaning schedule.

What’s Included:

Fillable PDF New Client Intake Form Template

Professional cover page

Client information section

Business / organization information section

Primary contact section

Billing contact section

Service location details

Property type section

Facility size or square footage section

Number of restrooms section

Cleaning needs section

Preferred cleaning frequency section

Preferred service days and times

Current cleaning concerns section

Access instructions section

Key / lockbox / alarm notes

Parking or entry instructions

Supplies and equipment preferences

Special cleaning requests section

Areas requiring extra attention

Allergy / sensitivity notes

Pet / security / safety notes if applicable

Billing information section

How the client heard about the business section

Additional notes section

Client acknowledgment section

Signature or approval area

Premium Lexoraintl design

Double-border professional layout

Digital Delivery:

This is a digital download product. No physical item will be shipped. After purchase, your file will be available for download. You may also receive a download link by email.

How To Use:

Download the PDF file. Open it using a PDF reader such as Adobe Acrobat Reader. Fill in the new client’s contact information, business information, service location details, property information, cleaning needs, preferred schedule, access instructions, billing contact information, and special notes. Save a completed copy for your business records and use the information to prepare a quote, proposal, contract, or cleaning schedule.

License:

This template is for your own personal or business use only. You may use it for your own cleaning business, client onboarding, staff records, client locations, and internal operations.

Not For Resale:

You may not resell, share, upload, copy, distribute, modify for resale, or include this template in another product or bundle. The blank template may not be given away or sold.

Important Disclosure:

This template is provided for general business use and professional presentation purposes only. It is not legal, privacy, compliance, insurance, financial, or professional advice. The buyer is responsible for reviewing and adjusting the intake form according to their own client process, privacy practices, service needs, property types, business policies, and local requirements.

Refund Policy:

Because this is a digital download product, all sales are generally final once the file has been delivered or downloaded. If there is a technical issue with the file, please contact us and we will help resolve the issue or provide a corrected file.

Customer FAQ

Is this a physical product?

No. This is a digital download product. No physical item will be shipped.

How will I receive the file?

After purchase, you will receive access to download the file through the store checkout page or by email download link.

Can I edit the template?

Yes. This is a fillable PDF template. You can type into the available fields and save a completed version.

Can I reuse the template?

Yes. You may reuse the template for your own new client intake process.

Can I print this form?

Yes. You may print completed or blank copies for your own business use.

Can I use this form for multiple clients?

Yes. You may use it for your own cleaning business and your own clients.

Can I send this form to new clients?

Yes. You may send completed or blank intake forms to your own clients as part of your business onboarding process.

Can I resell this template?

No. This template is for your own business use only. It may not be resold, shared, copied, uploaded, or redistributed.

Does this form include every possible intake question?

No. It includes common cleaning client intake sections, but customers should adjust it to match their own services, clients, property types, privacy practices, and business requirements.

Is this legal or privacy advice?

No. This template is not legal, privacy, compliance, insurance, financial, or business advice. It is a general business document template.

Do I need special software?

A PDF reader is needed. Adobe Acrobat Reader is recommended for best results.

Will this work on a phone?

It may work on some phones, but a computer, laptop, or tablet is recommended. Some phone preview apps may not show fillable fields correctly.

Do you offer refunds?

Because this is a digital product, sales are generally final after download. If there is a technical issue with the file, contact us and we will help resolve it.