Commercial cleaning walkthrough form
Print this page or save it as a PDF and take it on your next site walkthrough. Fill it in as you walk, then use it to price the job and write the proposal. The questions follow our guide on what to check before you bid.
1. Client and site
Client: Contact and title:
Phone / email:
Site address:
Walkthrough date: Walked with:
2. The building
Total square feet: Floors / levels:
People on site: Type of business:
3. Area by area
| Area | Sq ft | Floor type | Notes |
|---|---|---|---|
| Entrance and lobby | |||
| Offices and workspaces | |||
| Conference rooms | |||
| Restrooms | |||
| Break room or kitchen | |||
| Halls, stairs and common areas | |||
| Storage | |||
4. Restrooms and fixtures
| Restroom | Toilets | Urinals | Sinks | Mirrors | Dispensers |
|---|---|---|---|---|---|
5. Floors, trash and glass
Carpet (where, about how much):
Hard floors (type, where):
- Some floors need machine work (scrubbing, buffing, refinishing)
- Entry mats in place
Desk bins: Central bins: Recycling:
Where bags go:
Glass (entry doors, partitions, interior windows):
Kitchens / break rooms and appliances:
Stairs and elevators:
6. Access and hours
Cleaning days: Time window:
Keys / cards: Who sets the alarm:
Never write an alarm code on this form.
Sign-in rules: Parking and entry door:
Off-limits or special areas:
7. Supplies and storage
- We provide chemicals and equipment
- We provide paper, soap and liners
- Client provides paper, soap and liners
- Janitor's closet with a sink
- Storage space for our equipment
8. What the client told us
Why they're changing cleaners / what's being missed:
What matters most:
Extras to price (windows, carpet, floor care):
How they want quality checked and problems reported:
Decision-maker: Decision by: Start date wanted:
9. Photos taken
- Each area, from the doorway
- Problem spots and existing damage
- Janitor's closet, storage and water source
- Entry points and alarm panel location (not the code)
10. Red flags
- Wants a price before or during the walkthrough
- Vague scope ("just keep it clean")
- Time window too short for the work
- Many "occasional" extras
- Heavy buildup: first visit is a deep clean
- Frequent cleaner changes
- No water or storage on site
- No clear decision-maker
Notes:
11. Next steps
Price worked out by: Proposal sent: Follow up on:
From jobtill.com/blog. Use the pricing worksheet to turn these notes into a price.