Home Services template

Cleaning Service Estimate Form Template

Cleaning quotes get complicated fast. Square footage, bedrooms, bathrooms, pets, move-out condition, and add-ons like ovens and windows all change the price. This cleaning estimate form captures the details up front and calculates the quote as the customer answers, so approved jobs move straight to the booking agreement, the payment, and the schedule.

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Free plan, no credit card required. Built for HVAC companies, plumbers, electricians, landscapers, painters, and contractors.

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forms.docotto.com/f/your-business

Live
Step 1 of 4

Contact Information

Full Name

Email Address

Phone Number

Service Address

Continue

Preview of this template's first step. Every question is editable in the builder.

What this template collects

4 steps, 17 fields. Customers only see the questions that fit their answers, and every field is editable in the builder.

Step 1: Contact Information

  • Full Name (required)
  • Email Address (required)
  • Phone Number (required)
  • Service Address (required)

Step 2: Cleaning Needs

  • Cleaning Type (required)
  • Frequency (required)
  • Home Size
  • Special Areas

Step 3: Notes

  • Access or Priority Notes
  • Consent (required)

Step 4: Home details and add-ons

  • Bedrooms
  • Bathrooms
  • Pets in the home
  • Pet notes
  • Add-ons
  • The home will be vacant (move-out or move-in)
  • Preferred cleaning date

Built with home services details in mind

The starter fields are editable, but these examples show the industry logic, pricing, and follow-up this workflow can support.

Common fields to add

  • Cleaning type
  • Property size
  • Bedrooms
  • Bathrooms
  • Pets
  • Frequency
  • Windows add-on
  • Fridge add-on
  • Oven add-on
  • Preferred date
  • Access notes

Conditional logic examples

  • If move-out is selected, show vacancy and access questions.
  • If commercial is selected, show square footage and business hour fields.
  • If pets are present, show pet instructions.
  • If deep clean is selected, show add-on checklist.

Calculation examples

  • Base cleaning price
  • Add-on total
  • Frequency discount
  • Booking fee

What happens after submit

A basic form builder stops here. DocOtto keeps going: every submission becomes a deal you can track from intake to signed and paid.

Lands on your board

The submission becomes a card on your pipeline the moment it arrives. Assign it, note it, and move it forward.

Customer gets a status page

Every submission gets a Living Link with your branding, so customers always know what happens next.

Contract goes out pre-filled

Create the agreement from your template, filled in with their answers, and send it for e-signature.

Deposit collected via Stripe

Request a deposit or full payment. When it lands, the card on your board moves forward on its own.

Suggested pipeline for this template

Use these stages as a starting point, then rename or reorder them to match how your team works.

  1. 1Estimate requested
  2. 2Scope review
  3. 3Quote sent
  4. 4Booking agreement
  5. 5Payment requested
  6. 6Scheduled
  7. 7Completed

Contract and payment triggers

  • Send booking agreement after quote approval.
  • Collect booking fee or first service payment before scheduling.

Customer status examples

Estimate receivedScope reviewedQuote sentAgreement sentPayment receivedCleaning scheduled

Example workflow

move-out cleaning quote

A tenant requests a move-out clean for a vacant two-bedroom with pets and adds the oven add-on. The form reveals the access questions and adds the pet fee and oven to the live estimate. The request lands in Scope Review, the booking agreement goes out, and the booking fee is collected through Stripe. The Living Link updates from quote sent to agreement pending to payment received to cleaning scheduled.

Why use DocOtto instead of a basic form builder?

Form builders collect responses and stop. DocOtto runs the whole middle: the pipeline that tracks every deal, the contract that fills itself in, the Stripe deposit that follows the signature, and the Living Link that keeps your customer in the loop. From intake to signed and paid, in one place.

Run a home service business? See how the whole workflow fits together.

Service request forms with paymentEstimate request formsCollect deposits online

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Frequently asked questions

Is the cleaning service estimate form template free to use?
Yes. Start on the free plan with no credit card, pick this template, and launch it in minutes. Upgrade only when you outgrow the free limits.
Can I customize the questions?
Yes. Every field, step, color, and logo is editable in the drag-and-drop builder. Add questions, remove them, or change the math, no code needed.
What happens after someone submits?
The submission lands on your pipeline board, the customer gets a Living Link status page, and from there the contract can go out pre-filled for e-signature and the deposit can be collected through Stripe.
Can this form collect payments and signatures?
Yes. Connect Stripe to collect deposits or full payments, and add e-signatures through an ESIGN-compliant process to the same workflow.
How do customers find the form?
Share it as a link, embed it on your website, print a QR code, post it on social media, or email it straight to your customer list.
Can this cleaning form handle recurring and one-time jobs?
Yes. Use frequency, cleaning type, property size, and add-ons to price deep cleans, move-out cleans, commercial work, and recurring plans.
Can customers choose add-ons like oven or window cleaning?
Yes. Add-on fields can update the estimate and appear in the booking agreement.

Launch your cleaning service estimate in minutes

Pick this template, add your logo and pricing, and share the link. Every submission lands on your board, ready for the contract and the deposit.

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