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Client Intake Form
Capture the operational facts before the first clean so the job starts cleanly.
Client Contact
Client name
Preferred contact method
Phone
Billing address
Referral source
Property Information
Service address
Square footage
# occupants
# bedrooms
# bathrooms
Pets (number / type)
Access Details
Lockbox / key / code
Alarm / gate instructions
Parking instructions
Building access / doorman notes
Scope + Service Plan
Rooms in scope
Rooms out of scope
Special requests / care notes
Frequency / preferred day + time
Supplies (we bring / client provides)
Payment method preference
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Special Conditions + Consent
Use this page to capture the protective questions that save the first visit.
Special Conditions Checklist
Allergies + Product Restrictions
Products to avoid, scent restrictions, eco-only requirements, and any health-sensitive notes.
Consent + Entry Authorization
Authorized entry instructions
Emergency contact
Signatures
Client signature
Date
Operator signature
Date