Cleaning Service Agreement

Cleaning service agreements managed through phone calls, paper forms, or email exchanges give service providers incomplete records to work from. Client contact preferences are not documented. Property details needed to estimate time and resources are collected informally. Access arrangements are discussed verbally and not recorded. And when a dispute arises or a scheduling change is needed, there is no signed, structured record of what was agreed.

The Cleaning Service Agreement template for SharePoint, built with Infowise Ultimate Forms, gives cleaning service providers a structured agreement form that captures full client contact information, property details, service type, access instructions, and e-signatures from both the client and a company representative — with every completed agreement stored as a signed, searchable record in SharePoint.

How it works

Client contact information

The form captures the client's full contact details — first and last name, street address, city, state or province, country, ZIP or postal code, cell phone, home phone, and optionally work phone and email address. A preferred contact method field ensures the service team reaches the client through the channel they are most likely to respond to, reducing the back-and-forth that occurs when follow-up goes to the wrong number or address.

Appointment scheduling

The form captures the agreed appointment date, creating a documented scheduling record alongside the client and property information. Every booking is stored as a structured record, making it straightforward to search, filter, and manage the service schedule without relying on a separate calendar or manual log.

Property details

A dedicated property section captures the information needed to resource and plan the service correctly — the square footage of the home, the number of bedrooms, and the number of bathrooms. Capturing these details at the agreement stage ensures the service team arrives with the right resources and time allocation, without needing a separate site visit or follow-up call to gather basic property information.

Service type and access instructions

The form captures the type of cleaning service required — allowing the provider to distinguish between standard, deep clean, move-in, move-out, or any other service category relevant to their offering. A dedicated access instructions field documents how the service team will gain entry to the property on the day — whether a key will be provided, a lockbox code used, or the client will be present — creating a clear, referenced record that eliminates ambiguity before the appointment.

Client and company e-signatures

Both the client and a company representative sign the agreement electronically using the built-in Ultimate Forms e-signature capability. The signatures are captured directly within the form and stored as part of the agreement record in SharePoint — creating a two-party endorsed, timestamped record of the service agreement without any paper-based process or separate signing platform.

What you get

• A structured service agreement form capturing full client contact details and preferred contact method
• Appointment date capture for documented scheduling alongside the agreement record
• Property details section capturing square footage, bedrooms, and bathrooms for accurate service planning
• Service type selection and access instructions documented within the same agreement record
• Client and company representative e-signature capture — both stored within the SharePoint record
• Every completed agreement stored as a signed, searchable record in a standard SharePoint list
• Configurable service types, contact method options, and columns to match your specific service offering
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Cleaning Service Agreement system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All agreement records and e-signatures stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.