Cleaning Business Documents & Editable Forms
Running a cleaning business takes more than just great service—it requires organization, professionalism, and the right systems in place. That’s why we’ve built a complete library of ready-to-use, fully editable cleaning business documents and forms designed to save you time, keep you compliant, and help you operate like a pro.
Whether you’re just starting out, hiring your first employee, or managing a team of subcontractors, these tools make it easier to protect your business, streamline operations, and build trust with clients and staff.
Commercial Cleaning Walkthrough Package
Land commercial cleaning contracts with ease using this ready-to-go toolkit. Conduct walkthroughs, capture details, and present polished proposals that impress clients.
Includes:
đź“ť Walkthrough Intake Questionnaire
đź“„ Capability Statement
đź“‹ Scope of Work Template
🖊️ Contract
Perfect for offices, retail, medical, and warehouses.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Subcontractor Paperwork Package
Find and manage reliable cleaning partners with ease. This toolkit includes:
✉️ Email + SMS templates
đź“ž Phone call script
đź“ť Customizable subcontractor agreement
đź“„ Blank W9 form
đź“Š Google Sheet tracker
Streamline communication, set clear terms, and build strong subcontractor relationships. ⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Commercial Cleaning Marketing Package
Win more contracts with this ready-to-use toolkit. Includes:
✉️ Outreach & follow-up email/letter templates
đź“ž Call script
đź“Š Google Sheet tracker
âť“ Interview questions
Streamline communication, stay organized, and close deals with confidence. ⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Residential Intake Question Form
Collect client details with ease using this customizable intake form. Cover home info, scheduling, preferences, special instructions, and add-ons to provide accurate quotes and personalized service.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Incident Report Form
Easily document accidents, damages, or issues with this professional template built for cleaning businesses.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Google Docs & Word. Final sale.
W-2 Employee Interview Questionnaire
Streamline hiring with this customizable interview form tailored for cleaning businesses. Evaluate candidates on skills, reliability, and team fit—with space for notes and scoring.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
New Hire Checklist
Simplify onboarding with this step-by-step checklist for cleaning businesses. Covers applications, background checks, tax forms, software access, and orientation—so nothing gets missed.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Pay & Compensation Offer Letter
Make hiring professional and seamless with this customizable offer letter template. Clearly outline pay, benefits, and job details to set expectations from day one.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Non-Solicitation Agreement
Safeguard your cleaning business with this customizable agreement. Prevent employees or contractors from soliciting your clients or staff, protecting your relationships and reducing unfair competition.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Proof of Employment Letter
Provide employees with official work verification for banks, landlords, or agencies. This editable template includes job title, start date, status, and income details—branded to your business for a professional touch.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Voluntary Quit Form
Document employee resignations professionally with this ready-to-use template. Capture key details like employee information, quit date, and reason for leaving to keep records organized and compliant.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Cold Calling Script – Commercial
Confidently book walkthroughs and proposals with this step-by-step cold call script made for cleaning businesses. From introductions to handling objections, it helps you sound polished and persuasive when calling offices, warehouses, medical facilities, or retail locations.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
12-Month Marketing Email Campaign Ideas
Stay consistent with client communication all year with this guide packed with monthly email ideas. Includes promotions, seasonal tips, appreciation messages, upselling, and re-engagement strategies—perfect for residential, commercial, and specialty cleaning services.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
First Email/Mail Out – Commercial
Make a strong first impression with this professional outreach template designed for commercial cleaning businesses. Perfect for sending as an email or printing as a mailed letter, it introduces your services, builds credibility, and encourages prospects to schedule a walkthrough or request a proposal.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Cleaning Supply List – Commercial
Stay fully stocked with this ready-to-use checklist tailored for commercial cleaning. Covers all essential products and equipment needed for offices, warehouses, medical facilities, and retail spaces to ensure professional, high-quality service.
⚠️ Digital download only.  Editable in Google Docs & Word. Final sale.
Training House Marketing Ad
Promote your training house services with this ready-to-use, customizable ad template. Perfect for flyers, social media, or digital campaigns—it highlights your professionalism and value to attract new clients.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Sales Script – Residential
Confidently sell your cleaning services with this step-by-step script tailored for homeowners. It guides you through introductions, showcasing benefits, handling objections, and closing the sale—perfect for new leads, follow-ups, and upsells.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Follow Up Email/Mail Out – Commercial
Stay top of mind with this professional follow-up template for commercial cleaning prospects. Perfect for email or mail, it reinforces your professionalism, highlights service value, and encourages clients to request a quote or consultation.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Content Calendar Template
Plan, schedule, and track all your cleaning business marketing in one place. With sections for dates, platforms, topics, captions, and goals, this template helps you stay consistent, organized, and strategic—boosting visibility, engagement, and client retention.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Capabilities Statement
Showcase your cleaning business’s strengths with this professional one-page template. Includes company overview, core competencies, past performance, differentiators, and contact details—perfect for proposals, bids, and networking.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Request Off Form
Simplify employee scheduling with this ready-to-use template. Employees can submit time-off requests in writing, helping you track availability, prevent conflicts, and keep operations running smoothly.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Residential Cleaning Supply Checklist
Stay organized and prepared for every home cleaning with this ready-to-use checklist. Covers all essential tools and products to ensure nothing is missed and quality stays consistent. Fully customizable to fit your business needs.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Breakage & Damage Reporting Form
Document accidents and damages professionally with this easy-to-use template. Includes space for employee details, client info, incident description, and management follow-up—helping you stay transparent and protect your business.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Vehicle Maintenance Report
Track service, inspections, and repairs with this easy-to-use template. Includes vehicle details, mileage, service dates, maintenance performed, and notes—keeping your fleet organized, safe, and road-ready.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Disciplinary Action Form
Document employee violations or performance issues with this professional template. Includes sections for incident details, corrective actions, and acknowledgment signatures—helping you stay fair, consistent, and compliant. Fully customizable to fit your policies.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Dress Code Policy
Set clear standards for professionalism with this customizable policy template. Covers uniforms, grooming, safety requirements, and overall presentation—ensuring your team represents your business with consistency and credibility.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Equipment Policy
Protect your assets with this professional policy template. Outlines employee responsibilities, safety guidelines, replacement procedures, and consequences for misuse—ensuring equipment is cared for and costs are reduced. Fully customizable to your company’s needs.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Employee Disciplinary Tracker
Stay organized with this easy-to-use tracker for recording employee infractions, warnings, and corrective actions. Helps ensure fairness, spot patterns, and maintain accurate HR records for compliance and accountability. Fully customizable to fit your policies.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Progressive Discipline Report
Manage performance and behavior issues fairly with this structured template. Includes sections for infractions, prior warnings, corrective actions, and next steps—ensuring consistency, accountability, and transparency in employee management. Fully customizable to fit your HR policies.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Uniform Policy
Set clear standards for appearance and professionalism with this customizable template. Outlines uniform requirements and safety guidelines to ensure your team represents your cleaning business consistently and credibly.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Commercial Cleaning Service Agreement
Protect your business with this professional, customizable contract template. Covers scope of work, service frequency, pricing, payment terms, liability, and termination—ensuring clear expectations and trust with commercial clients.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Annual Client Survey
Collect valuable feedback with this customizable survey template. Includes questions on service quality, reliability, professionalism, and satisfaction—helping you strengthen relationships, spot improvements, and find growth opportunities.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Goal Workbook
Set clear goals and stay motivated with this step-by-step planning tool. Includes guided exercises, goal-setting templates, and reflection prompts to turn big ambitions into actionable steps—perfect for personal growth and business success.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Annual Thank-You Letter
Show appreciation to clients with this professionally written, customizable template. Strengthen relationships, build loyalty, and remind clients why they value your services—all with a heartfelt, polished message.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Cancellation of Services Notice
Formally end services with clients using this professional, customizable template. Includes space for cancellation date, reason, and final payment details—helping you stay clear, professional, and protected.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Client Welcome Letter
Make a strong first impression with this professional, customizable template. Introduce your cleaning business, set expectations, and build trust from day one for lasting client relationships.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Climate Control Letter
Communicate important reminders about heating, cooling, and ventilation with this customizable template. Helps clients understand how climate control affects cleaning results, employee safety, and overall service quality—reducing misunderstandings and keeping communication professional.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
New Client Service Agreement – Residential
Protect your business and set clear expectations with this customizable contract for new residential clients. Covers scope of work, frequency, pricing, payment terms, cancellations, and client responsibilities—ensuring professionalism and trust from the start.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Prospect Tracker
Keep potential clients organized with this simple, customizable tracker. Record lead details, follow-up dates, contact info, and sales progress—all in one place to stay consistent and never miss an opportunity.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Credit Card Authorization Form
Securely collect client payment details with this professional, customizable template. Includes sections for cardholder info, billing details, service description, and signatures—making billing smoother and reducing missed payments.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Direct Deposit Authorization Form
Simplify payroll with this professional template for collecting employee banking details. Includes sections for account info, routing numbers, and signatures—ensuring accurate, timely, and secure wage deposits.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Price Increase Letter
Communicate service rate changes clearly and professionally with this customizable template. Explains reasons for the increase, reinforces your service value, and helps maintain positive client relationships.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Drug Test Authorization & Consent Form
Document employee consent for drug testing with this professional template. Includes sections for employee details, type of test, facility info, and signatures—ensuring compliance, safety, and accurate records.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
About Me Questionnaire
Build stronger connections with this customizable template for employees or contractors. Includes sections for background, skills, preferences, and fun facts—helping foster team culture and match staff with the right clients or jobs.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Background Check Consent Form
Obtain written authorization for background screenings with this professional template. Includes sections for applicant details, disclosure of rights, and authorization signatures—ensuring compliance, safety, and clear documentation.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Cleaner Confidentiality Agreement
Protect sensitive client and company information with this professional agreement. Sets clear terms for employees or contractors, ensuring trust, professionalism, and legal protection while safeguarding your reputation.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Employee Appreciation Certificate Template
Celebrate and motivate your cleaning staff with this customizable certificate. Add names, dates, and branding to recognize hard work, boost morale, and improve retention. Easy to edit and print.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Employee Engagement Survey
Measure employee satisfaction and motivation with this customizable survey template. Includes questions on communication, management, job satisfaction, and growth opportunities—helping you improve culture, retention, and team morale.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Employment Application
Collect applicant details with this professional, customizable template. Includes sections for personal info, work history, references, and qualifications—helping you standardize hiring, compare candidates fairly, and stay HR compliant.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Employee Handbook
Provide your team with a clear guide to workplace policies, expectations, and procedures. Covers attendance, conduct, safety, pay, benefits, and company values—helping you promote consistency, reduce misunderstandings, and protect your business.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Exit Interview Questionnaire
Gather honest feedback from departing employees with this customizable template. Covers work experience, management, training, and reasons for leaving—helping you improve retention and strengthen your company culture.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
First & Second Email Templates
Connect with prospects and follow up effectively using these professional email templates. The first introduces your services, while the second reinforces value, builds trust, and drives action—perfect for residential or commercial outreach.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Commercial Cleaning Service Schedule
Stay organized with this customizable schedule template for commercial clients. Includes sections for service dates, times, staff assignments, cleaning areas, and client notes—ensuring efficiency, accountability, and clear communication.
⚠️ Digital download only. Editable in Google Docs & Word. Final sale.
Competitor Analysis Template
Stay ahead of local competitors with this easy-to-use worksheet. Track services, pricing, service areas, reviews, marketing tactics, and customer feedback—so you can refine your strategy and win more clients.
⚠️ Digital download only. Editable in PDF or Excel. Instant download.
