The Startup Bundle: House Cleaning Forms for New Business Owners

Two checklists are included: 1) The Cleaning Service Checklist is left with your client on each appointment. This provides you and your client with a record of each appointment. When saved for your client file it allows you to analyze work performance. 2) The Customer Checklist provides prospects with a list of your services. This is used for those leads who do not schedule an appointment. Enter your quote, save the document and then send to the prospect as a text or eMail. This is my “trick” for getting prospects to call me back even after they meet with other businesses. After all – they have my cleaning checklist to refer to and compare with my competition! The checklists can be used as printables or fillable forms. Contains optional fields for digital signatures.

Six cleaning flyers are included using different background images. Default text has been included which you can fully customize. Change the image, text, font, and colors for your business. The flyers can be edited with the FREE version of Canva.

The cleaning invoice is used on each appointment to bill your client for services rendered and to provide a current balance. Two Invoices are included to allow for billing using an hourly rate and a flat rate – your choice. You provide basic information and the form will calculate the line item totals, sales tax and balance due. These forms can be used as printables or fillable forms. Contains optional fields for digital signatures.

The mileage form records all service miles by each worker for the week. When used for data entry, the form calculates the totals and amount due to the worker. The form can be used as a printable or fillable form. Contains optional fields for digital signatures.

A referral coupon is given to a client as an incentive for referrals. The Referral discount isn’t given until the referral books and keeps an appointment. Four coupons are included with default text as examples. The default text can be fully customized. Edit the coupons with the FREE version of Canva. Edit the colors, text, font, and images.

Also referred to as a client intake form and house cleaning assessment form because this worksheet contains all the information you need to assess a new client and their cleaning needs. In addition, it contains your policies for providing service. Use it to record your notes during the estimating process and to discuss your terms while meeting with your prospect. This form can also be used to provide a phone quote and follow-up. Simply enter the quote/estimate data, save the form and send to your prospect as a text or eMail. The Service Agreement contains the most needed terms of service for a house cleaning business. These may be changed as needed for your business. This is a 7-page form with instructions for use and customizing. This form can be used as a printable or fillable form. Contains optional fields for digital signatures.

Two time sheets are included to record overtime by the day or by the week. When used for data entry, the form calculates the totals. Can be used as printables or fillable forms. Contains optional fields for digital signatures.

This packet included nine pages you can mix and match to create the packet you need for your business. Upload your logo, change the fonts, add images, and change the template colors. Edit with the FREE version of Canva.

One of the most important forms for your cleaning business. If you don’t use a work order template or if you don’t use it correctly, you may fail to keep your clients happy! Use it yourself to track important information before hiring workers. This template is the key to your success to grow your house cleaning business when you hire workers to do the cleaning. Can be used as a printable or fillable form. Contains optional fields for digital signatures.