{"product_id":"new-client-intake-form-fillable-pdf-cleaning-business-template","title":"New Client Intake Form | Fillable PDF Cleaning Business Template","description":"\u003cp\u003eOnboard new cleaning clients professionally with this premium fillable PDF intake form by Lexoraintl.\u003c\/p\u003e\n\u003cp\u003eNew 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.\u003c\/p\u003e\n\u003cp\u003eUse 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.\u003c\/p\u003e\n\u003cp\u003eWhat’s Included:\u003c\/p\u003e\n\u003cp\u003eFillable PDF New Client Intake Form Template\u003c\/p\u003e\n\u003cp\u003eProfessional cover page\u003c\/p\u003e\n\u003cp\u003eClient information section\u003c\/p\u003e\n\u003cp\u003eBusiness \/ organization information section\u003c\/p\u003e\n\u003cp\u003ePrimary contact section\u003c\/p\u003e\n\u003cp\u003eBilling contact section\u003c\/p\u003e\n\u003cp\u003eService location details\u003c\/p\u003e\n\u003cp\u003eProperty type section\u003c\/p\u003e\n\u003cp\u003eFacility size or square footage section\u003c\/p\u003e\n\u003cp\u003eNumber of restrooms section\u003c\/p\u003e\n\u003cp\u003eCleaning needs section\u003c\/p\u003e\n\u003cp\u003ePreferred cleaning frequency section\u003c\/p\u003e\n\u003cp\u003ePreferred service days and times\u003c\/p\u003e\n\u003cp\u003eCurrent cleaning concerns section\u003c\/p\u003e\n\u003cp\u003eAccess instructions section\u003c\/p\u003e\n\u003cp\u003eKey \/ lockbox \/ alarm notes\u003c\/p\u003e\n\u003cp\u003eParking or entry instructions\u003c\/p\u003e\n\u003cp\u003eSupplies and equipment preferences\u003c\/p\u003e\n\u003cp\u003eSpecial cleaning requests section\u003c\/p\u003e\n\u003cp\u003eAreas requiring extra attention\u003c\/p\u003e\n\u003cp\u003eAllergy \/ sensitivity notes\u003c\/p\u003e\n\u003cp\u003ePet \/ security \/ safety notes if applicable\u003c\/p\u003e\n\u003cp\u003eBilling information section\u003c\/p\u003e\n\u003cp\u003eHow the client heard about the business section\u003c\/p\u003e\n\u003cp\u003eAdditional notes section\u003c\/p\u003e\n\u003cp\u003eClient acknowledgment section\u003c\/p\u003e\n\u003cp\u003eSignature or approval area\u003c\/p\u003e\n\u003cp\u003ePremium Lexoraintl design\u003c\/p\u003e\n\u003cp\u003eDouble-border professional layout\u003c\/p\u003e\n\u003cp\u003eDigital Delivery:\u003c\/p\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp\u003eHow To Use:\u003c\/p\u003e\n\u003cp\u003eDownload 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.\u003c\/p\u003e\n\u003cp\u003eLicense:\u003c\/p\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp\u003eNot For Resale:\u003c\/p\u003e\n\u003cp\u003eYou 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.\u003c\/p\u003e\n\u003cp\u003eImportant Disclosure:\u003c\/p\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp\u003eRefund Policy:\u003c\/p\u003e\n\u003cp\u003eBecause 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.\u003c\/p\u003e\n\u003cp\u003eCustomer FAQ\u003c\/p\u003e\n\u003cp\u003eIs this a physical product?\u003c\/p\u003e\n\u003cp\u003eNo. This is a digital download product. No physical item will be shipped.\u003c\/p\u003e\n\u003cp\u003eHow will I receive the file?\u003c\/p\u003e\n\u003cp\u003eAfter purchase, you will receive access to download the file through the store checkout page or by email download link.\u003c\/p\u003e\n\u003cp\u003eCan I edit the template?\u003c\/p\u003e\n\u003cp\u003eYes. This is a fillable PDF template. You can type into the available fields and save a completed version.\u003c\/p\u003e\n\u003cp\u003eCan I reuse the template?\u003c\/p\u003e\n\u003cp\u003eYes. You may reuse the template for your own new client intake process.\u003c\/p\u003e\n\u003cp\u003eCan I print this form?\u003c\/p\u003e\n\u003cp\u003eYes. You may print completed or blank copies for your own business use.\u003c\/p\u003e\n\u003cp\u003eCan I use this form for multiple clients?\u003c\/p\u003e\n\u003cp\u003eYes. You may use it for your own cleaning business and your own clients.\u003c\/p\u003e\n\u003cp\u003eCan I send this form to new clients?\u003c\/p\u003e\n\u003cp\u003eYes. You may send completed or blank intake forms to your own clients as part of your business onboarding process.\u003c\/p\u003e\n\u003cp\u003eCan I resell this template?\u003c\/p\u003e\n\u003cp\u003eNo. This template is for your own business use only. It may not be resold, shared, copied, uploaded, or redistributed.\u003c\/p\u003e\n\u003cp\u003eDoes this form include every possible intake question?\u003c\/p\u003e\n\u003cp\u003eNo. 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.\u003c\/p\u003e\n\u003cp\u003eIs this legal or privacy advice?\u003c\/p\u003e\n\u003cp\u003eNo. This template is not legal, privacy, compliance, insurance, financial, or business advice. It is a general business document template.\u003c\/p\u003e\n\u003cp\u003eDo I need special software?\u003c\/p\u003e\n\u003cp\u003eA PDF reader is needed. Adobe Acrobat Reader is recommended for best results.\u003c\/p\u003e\n\u003cp\u003eWill this work on a phone?\u003c\/p\u003e\n\u003cp\u003eIt may work on some phones, but a computer, laptop, or tablet is recommended. Some phone preview apps may not show fillable fields correctly.\u003c\/p\u003e\n\u003cp\u003eDo you offer refunds?\u003c\/p\u003e\n\u003cp\u003eBecause 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.\u003c\/p\u003e","brand":"Lexoraintl","offers":[{"title":"Default Title","offer_id":53390918549796,"sku":"LEX-JAN-008-CLIENT-INTAKE","price":8.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0983\/1759\/9012\/files\/08_New_Client_Intake_Form_Image_1.jpg?v=1777237803","url":"https:\/\/www.lexoraintl.com\/products\/new-client-intake-form-fillable-pdf-cleaning-business-template","provider":"Lexoraintl","version":"1.0","type":"link"}