Every commercial prospect asks the same thing: “Can you send us a quote?” And every time, you end up in a back-and-forth email chain trying to gather enough information to actually price the job. This commercial cleaning intake form gets all the details you need upfront, so you walk into every site visit already knowing the scope and can focus the walkthrough on the details that really matter. Modeled after the intake form Serene Clean sends its own commercial prospects, it turns a slow pricing process into a fast, structured one.
Built for cleaning company owners bidding on commercial accounts, this intake form captures facility access, cleaning frequency, room and area counts, restocking needs, and more, all before the walkthrough even happens.
What this template does for your team:
- Gathers facility details upfront so you walk in already knowing the scope
- Documents detailed access preferences
- Confirms supply and waste service needs
- Aligns cleaning product and supply expectations before day one
What’s inside: A question intake form covering business and contact info, facility access, cleaning frequency, room-by-room area counts, supply preferences and more.
Built for: Residential, commercial, and vacation-rental cleaning companies bidding on commercial accounts.
Part of the Sales and Marketing Bundle.
This template is provided for educational and operational use. Review and customize it for your company’s policies before use.
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