Every customer of your cleaning business has different lifestyles and home preferences. So there will be times when you have to provide more specialized services so your clients are satisfied with your work. Our client contact information form allows your workers to gain client information for every work request so they perform the right cleaning services for homes and businesses.
Janitorial and housekeeping businesses can use this convenient client contact information form whenever they receive a work order. Whether a customer calls or emails the business, you can gather the necessary client contact information to find out more about the customer, how many people live in the house, if they own pets, and how many rooms will require cleaning. By gathering this information, your workers will know what cleaning products and equipment to use at every job. The workers can also check the information to see if there are any special cleaning requests that have been made by the customer.
The client contact information form can be used on any mobile device. So workers can pull up the information on tablets or smartphones when arriving at the site. Our template forms are pre-built with category fields, or you can customize the form once an Intouch specialist downloads the template to your account. These categories are available on the form:
Client contact information
Best time to perform cleaning services
Number of household members
Types of pets
Requested cleaning frequency
Special cleaning services requested
Customize Your Digital Client Contact Information Form
We know that every business is unique, and your forms should reflect that. Our ready-to-use template is a comprehensive list of industry standard fields, but it is most useful when customized to reflect your own needs. The IntouchCheck platform makes it simple to quickly customize the mobile form template to meet the individual needs of your company and goals; questions, fields, or sections can be quickly removed, and new queries or fields can be added in the appropriate places to fit your project.
Create Your Own Client Contact Information Form Template
Already have processes and procedures in place? IntouchCheck’s straightforward interface makes it fast and easy to create your own forms, where you can customize the sections, categories, questions, and types of data/image capture fields. We’re here to help you get started! Try IntouchCheck for free, and see how easy it is to streamline your business processes.