Cleaning & Facilities · community shared

Recurring Cleaning Booking Form — shared by the community

Rachel O. shared this 22-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use cleaning & facilities form for small teams who need a reliable intake process: 22 questions, 5 pages, 3 conditional rules.

Shared by
Rachel O. · Events coordinator
Questions
22
Replies
23
Copies taken
616
See the library version

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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Page 1 of 5Your booking

Set up your regular clean

Every question on this page is currently visible.

Works for you? Take Rachel O.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Recurring Cleaning Booking Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in cleaning & facilities.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 22 questions across 5 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 15 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It records a signature you can keep as proof of agreement.
  • It pins the request to a specific date.
  • It captures a full postal address.
  • It allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Recurring Cleaning Booking Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features conditional validation: if “How will we get in?” is Key safe, “Key safe location and code” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is there an alarm?” is Yes, “Alarm instructions” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Any rooms we should not enter?” is Yes, the form dynamically exposes “Which rooms?”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Your booking

  • Frequencyrequired
  • Preferred dayrequired
  • Arrival windowrequired
  • Hours per visitrequired
  • First visit daterequired

Page 2 — Your details

  • Full namerequired
  • Email addressrequired
  • Mobile number
  • Property address

Page 3 — Access

  • How will we get in?required
  • Key safe location and code
  • Is there an alarm?required
  • Alarm instructions
  • Parking notes

Page 4 — Priorities

  • Focus areasrequired
  • Tasks in priority order if time runs short
  • Any rooms we should not enter?required
  • Which rooms?
  • Cleaning productsrequired

Page 5 — Confirm

  • Payment preferencerequired
  • Agreementrequired
  • Customer signaturerequired

Conditional logic in this build

  • WhenHow will we get in?is Key safe, requireKey safe location and code”.
  • WhenIs there an alarm?is Yes, requireAlarm instructions”.
  • WhenAny rooms we should not enter?is Yes, showWhich rooms?”.

Questions about this shared form

Does it charge automatically?

It records the payment preference; connect a payment provider and add a products field if you want the first visit paid at booking.

How do customers change their day?

Send the link again to re-confirm, or add a short amendment form for schedule changes.

Are key safe codes safe here?

Submissions are private to your workspace; restrict who can view them and remove the field if you prefer to take codes verbally.

Can cleaners see the priorities?

Export the job sheet or forward the submission so the assigned cleaner has the focus areas and no-go rooms in writing.

Is the Recurring Cleaning Booking Form template free to use?

Yes. You can preview and test Recurring Cleaning Booking Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Recurring Cleaning Booking Form template ask for?

It asks 22 questions across 5 pages, 15 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Recurring Cleaning Booking Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card layout, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this cleaning & facilities form work?

3 conditional rules ship with the template: Features conditional validation: if “How will we get in?” is Key safe, “Key safe location and code” becomes mandatory before the form can be sent. Features conditional validation: if “Is there an alarm?” is Yes, “Alarm instructions” becomes mandatory before the form can be sent. Features advanced show logic: if “Any rooms we should not enter?” is Yes, the form dynamically exposes “Which rooms?”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Recurring Cleaning Booking Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Recurring Cleaning Booking Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Is the signature on this form legally usable?

The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.