Janitorial Service Client Intake Form

Running a janitorial or commercial cleaning business means juggling countless client details, service specifications, and expectations. This Janitorial Service Client Intake Form is designed specifically for cleaning companies that want to professionalize their onboarding process, eliminate back-and-forth emails, and start every client relationship with crystal-clear expectations.

This template helps you capture everything you need in one organized submission: facility information, access protocols, room-by-room cleaning requirements, product preferences, scheduling needs, and quality assurance standards. Instead of piecing together information from scattered phone calls, texts, and site visits, you'll have a complete client profile ready to hand off to your cleaning crews.

What makes this form essential for janitorial businesses:

The form walks new clients through documenting their specific needs—from square footage and number of restrooms to whether they prefer eco-friendly products or have allergy concerns. You can customize the cleaning checklist to match your service tiers, capture special instructions for high-touch areas, and establish clear frequency expectations for daily, weekly, and monthly tasks.

Built-in conditional logic shows or hides questions based on client responses, so you're not overwhelming smaller offices with questions about loading docks and industrial spaces. The form adapts to residential, commercial, medical, or educational facilities, ensuring you gather the right details for every cleaning environment.

Close deals faster with integrated eSignatures:

Once clients complete the intake form, you can automatically generate a service agreement and send it for secure eSignature using Papersign (papersign.com). This means no more printing contracts, scheduling in-person signings, or chasing down wet signatures. Clients can review terms and sign digitally from any device, and you'll have a legally binding agreement linked directly to their intake submission for a clean audit trail.

Automate your onboarding with Stepper workflows:

Connect this form to Stepper (stepper.io) to turn each new client submission into an automated workflow. Automatically create client records in your CRM, send welcome packets with crew schedules, assign jobs to your dispatch system, add calendar events for first cleans, notify your team in Slack, and trigger follow-up quality checks—all without manual data entry. Stepper's AI-native automation keeps your operations running smoothly as you scale.

Whether you're a solo cleaner growing into a team or an established janitorial company onboarding multiple contracts per week, this Paperform template gives you the professional edge. Trusted by service businesses worldwide, with SOC 2 Type II compliance and seamless integrations to the tools you already use, Paperform helps you win more clients and deliver exceptional service from day one.