Commercial cleaning walkthrough template

Inside the template

A working document,
ready to adapt.

Use a short first inquiry to arrange a visit, then use this worksheet to agree what the cleaning proposal should cover. Separate observations from assumptions that still need confirming.

What each field means

Premises and location

Building use, approximate area and service-area fit.

Frequency and access window

Required days and working hours; leave security credentials out.

Floors and rooms

Surface types, washrooms, kitchens and high-traffic areas.

Tasks and frequencies

Which tasks happen each visit, weekly or periodically.

Supplies and equipment

Who supplies consumables and where equipment can be stored.

Exclusions and specialist work

Work that needs separate assessment or is outside your service.

Owner and next step

Who approves the scope, unanswered questions and proposal follow-up.

Example walkthrough brief

Premises and location

6,000 sq ft office, Pune 411001

Frequency and access window

Monday, Wednesday and Friday, after 7 pm

Floors and rooms

Open office, 2 washrooms, kitchen; floor finishes to confirm

Tasks and frequencies

Work areas and washrooms each visit; glass weekly

Supplies and equipment

Contractor supplies equipment; consumables to agree

Exclusions and specialist work

No exterior windows or specialist floor treatment

Owner and next step

Facilities manager — arrange a site visit before quoting

How to use this worksheet

1. Use the initial website inquiry to check location, premises and schedule.
2. Record observed conditions on the walkthrough, including areas you could not inspect.
3. Assign a frequency to each agreed task and list exclusions explicitly.
4. Have the business approve the final scope before pricing or scheduling.

This is a scope worksheet, not a cleaning-rate calculator or a specialist safety protocol. Area alone is not enough to set a final price.

Read the practical guide ↗