Before you quote.

Good estimates begin with a clear picture of the work. Use these prompts during a walkthrough or client conversation.

1. Define the space

• Record rooms, approximate area, surface types, and current condition.
• Note restrooms, kitchens, high-touch areas, and any special requirements.
• Confirm which spaces and tasks are excluded.

2. Agree on the work

• List the tasks, service frequency, and expected finish.
• Distinguish initial or deep cleaning from recurring maintenance.
• Confirm who supplies consumables, equipment, and cleaning products.

3. Understand access and time

• Confirm service windows, keys, parking, security, and on-site contacts.
• Account for setup, travel, and equipment handling.
• Identify hazards and work outside your team’s training or insurance coverage.

4. Put the assumptions in writing

• State your scope, exclusions, frequency, and payment terms.
• Explain how changes or extra work will be agreed upon.
• Keep a copy of the walkthrough notes with your estimate.