Intake Forms With E-Signatures for Cleaning Services

Make it easy for new clients to book, share details, and sign off in one smooth step.

For cleaning businesses, great service starts before the first visit. A smart intake form helps you collect home access details, service preferences, special instructions, and approvals without the back-and-forth. With Breely, forms can be built in sections, customized with required questions, and shared by direct link or embedded on your website

Collect the details that keep jobs running smoothly

A strong intake form helps your team show up prepared and your clients feel taken care of.

Use your form to gather things like:

• Contact information
• Property address
• Entry instructions
• Pets or safety notes
• Preferred cleaning frequency
• Areas that need extra attention
• Add-on requests
• First-time client information

Forms can be organized into sections with different question types, and you can mark key fields as required so nothing important gets missed

Add e-signatures without adding friction

Sometimes you need more than a checkbox.

Breely includes a signature field that lets clients sign or type their name directly in the form. Once a signature is added, the form becomes digitally signed, timestamped, and uneditable. You can also download a PDF copy of the signed form, which is especially helpful for service agreements, access acknowledgments, or consent forms

That means fewer loose ends, fewer “I never saw that” moments, and a cleaner paper trail. Nice and tidy, just like your work.

Keep forms simple for clients and smart for your team

Not every client needs the exact same questions.

With conditional logic, you can show different sections based on previous answers. For example:

• New clients can see extra onboarding questions
• Returning clients can skip the basics
• Clients requesting deep cleaning can see additional prep questions
• Commercial clients can be routed to a different service flow

Breely forms support dynamic paths based on answers, so you can tailor the experience without making the form feel long or clunky

Match your brand and fit your workflow

Your intake form should feel like part of your business, not a random detour.

Breely lets you customize form styling with your logo, colors, fonts, and background options. You can preview the form before sharing, then publish it as a standalone link or embed it directly on your website for a more seamless client experience

You can also set automations after a form is submitted, including:

• Confirmation emails
• Text reminders
• Internal notifications
• Follow-up messages based on form responses

That means less manual admin and more time spent actually running your cleaning business

Turn intake into a better first impression

A polished intake form does more than collect information. It helps clients feel confident that your business is organized, professional, and easy to work with.

When booking, intake, and signatures all happen in one place, your process feels simpler for everyone involved.

Ready to streamline client onboarding for your cleaning service? Build a branded intake form with e-signatures and give every new client a smoother start.