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Overview

This bundle is about the paperwork side of a cleaning business: what a new client fills in, signs and receives. It starts with a 3-page residential service agreement and an optional clause library, then 23 client policies with a one-page summary, so cancellations, lockouts and damage are settled before they happen.

You also get intake, walkthrough, key and card-on-file forms, quotes, invoices and receipts. The 14 Word documents work with e-signature apps, and a Google Sheets and Excel business manager is included to price each job.

  • Signed before you start

    A 3-page service agreement with a library of optional clauses to add or leave out.

  • Fewer awkward talks

    23 written client policies cover cancellations, lockouts and payment up front.

  • Protect your business

    Walkthrough damage report, card on file, key and alarm authorization and an incident report.

  • Ready for e-signature

    14 editable Word documents to send through your e-signature app.

What's inside

How it works

  1. 1

    Buy on Etsy, then download START-HERE.pdf and the files from your Etsy Purchases page.

  2. 2

    Open START-HERE.pdf and click your template links, or open the Word files.

  3. 3

    Add your logo and prices, then print, email or send the forms through your booking app.

Good to know

  • Digital download: nothing is shipped
  • For use in your own business only: please don't resell or share the templates
  • US Letter size and US wording
  • A template, not legal advice: check the rules where you live, or ask a lawyer.

Questions

What should a cleaning service agreement include?

Services and pricing, scheduling, payment, cancellations, access to the home, damage and liability. The 3-page agreement covers these, and the clause library lets you add more.

Can clients sign the forms online?

Yes. 14 of the documents come as editable Word files you can upload to an e-signature app, or you can print and sign them.

How is this different from the Cleaning Business Starter Kit?

This bundle focuses on client paperwork and the business manager. The starter kit adds flyers, business cards, logos, 38 social media templates and client message scripts.

Do I need Canva Pro?

No. Free Canva and Google accounts work.

How it's made: designed by Sorted Templates. We use AI tools to help draft text and lay out pages, and every page is reviewed and edited by us before it's listed. Lifestyle and mockup images may be AI-generated or AI-edited; the page previews show the actual files.

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