SD–OPS–06 · United States · not scoped to any state · customer agreements and job forms
46-page form set · 15 sections · plus fill-in checklist, how-to guide and sources · 91 pages across 4 files
The crew stood outside a locked door for forty minutes and then had to ask for money.
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A complete customer paperwork set for an independent house cleaner or a small commercial cleaning company: a walkthrough and quote worksheet that prices a job room by room before you say a number, a 64-line scope of clean with a decision and a frequency against every task, a service agreement that works for a one-off or a recurring visit, a recurring scheduling page, a supply and equipment page that settles who brings what, a key and access section built around a two-minute handover receipt, an incident and damage report, and a cancellation policy that answers the locked door before you are standing at it. 1,077 fill-in blanks across 16 sections. It is about your customers rather than your crew, and it prints no state answer of any kind. It cites no regulation.
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What's inside
What lands in your inbox
You fill in the document itself and hand it on. The checklist is there so you do not leave a blank in it. Everything else is reference. Every file is a PDF you can type into on screen, or print and write on, so you need nothing else to use it.
The rest of the set
Businesses like yours usually start with these. It is where a trade starts, not a complete legal inventory of everything it could ever be asked for — no list on any website is that. Every line below says where it came from.
Showing what a cleaning & janitorial is asked to carry. It is the only trade on our list that needs this document.
Cleaning & janitorialSeven items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell five of the other six; one we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
OURSNot a rule we can point at — this is what the trade gets asked for.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistInside the file
01The form set itself, 16 sections with 1,077 fill-in fields, as a fill-in PDF you can type into
02A 22-row walkthrough worksheet and a pricing build-up that turns minutes into a number
03A photograph log filled at the walkthrough, with the client watching
04A 64-line scope of clean with an inclusion, a frequency and a note against every task
05A recurring scheduling page and a ten-visit schedule with per-visit sign-off
06A supply and equipment page covering 22 items and who brings each one
07A key and access section with a handling policy, a key register and a handover receipt
08A 20-question house rules page filled in with the client at the walkthrough
09A 27-field incident and damage report with an incident log
010A cancellation and lockout policy initialled separately, before it is needed
Plain-English Monday actions
Questions
Section 11 is agreed and initialled before it happens: the charge if the crew cannot get in, how long the crew waits before it counts as a lockout, who it calls first and how many times, and whether an alarm, a pet or an unsafe property counts. It also records who confirmed that a lockout charge is permissible where the client is.
Room by room at the walkthrough. The worksheet adds up the minutes, then builds the price: cleaners attending, hours on site with setup and pack-down, travel, your hourly rate, products, equipment, parking and disposal.
Section 8 records how access works at the property, how many keys, fobs and cards are held, where they are kept, whether they carry an address, who may take them out, what happens and who pays if one is lost, and a key register with a handover receipt.
Official-source registry
These are the real rules this plan is built on. Every citation was read against the published text on the date shown above, and each link goes to the official source, not to a summary.
Exclusions
Before you buy
When the law behind this forms moves, or a clause keeps causing an argument, we rewrite it and the new version lands in your account. You do not pay again. That applies to everyone who buys, member or not, for as long as we sell this document.
The files are yours the moment payment clears, so we do not give money back just because you no longer want them. You agree to that in the box above the button before you pay, not afterwards in small print.
If a file is the wrong one, will not open, is missing pages, or does not match what this page says, that is on us and we correct it at no cost, member or not. A version fitted to your business is either included with membership or $49 on its own. That promise is the reason the no-refund rule is fair.
Want this forms edited to match how your business actually works? A non-member buys one tailored edit for $49, no membership needed, and it comes back within 2 business days. A Simply Current membership is $30/month and every fitted edit is included — it wins on the second edit.
One more time, plainly: this is a blank forms and it is scoped to no state. Every state-specific figure in it is left blank for you to fill from your own, and whether what you write in holds is decided by your state's law, often your city's. Check yours before you rely on it.
