PublicProof AcademyWorking document
Reviewed Sep 10, 2026
Commercial Walk-Through Worksheet
Capture the building, scope, access, risk, and buying process before you calculate a recurring cleaning price.
Use this before the bid calculator. Do not price from square footage alone. Record what must be cleaned, how often, under what conditions, and who approves changes.
Account and visit
| Prospect | [COMPANY] | Visit date | [DATE / TIME] |
|---|---|---|---|
| Site address | [ADDRESS] | ||
| Site contact | [NAME / TITLE] | Contact | [PHONE / EMAIL] |
| Decision-maker | [NAME / TITLE] | Decision date | [DATE / UNKNOWN] |
| Current provider | [NAME / IN-HOUSE / NONE] | Reason for change | [WHY NOW] |
Building profile
| Item | Observed or confirmed | Notes / measurement |
|---|---|---|
| Facility type and use | ☐ Office ☐ Retail ☐ Medical ☐ Industrial ☐ Other | |
| Cleanable square footage | [SQ FT] | Separate total building size from actual scope. |
| Floors, elevators, and stairs | ||
| Restrooms and fixture count | ||
| Break rooms or kitchens | ||
| Entrances, glass, and high-touch areas | ||
| Flooring by type | Carpet, tile, concrete, wood, specialty. | |
| Occupancy and traffic | Employees, visitors, shifts, busy days. |
Requested scope and frequency
| Area or task | Frequency | Standard / special instruction | Included? |
|---|---|---|---|
Access, supplies, and operating conditions
| Question | Answer | Owner / next step |
|---|---|---|
| Approved service days and time window | ||
| Keys, badges, alarm, lock-up, and lost-key rules | ||
| Water, power, storage, laundry, and dumpster access | ||
| Who provides chemicals, paper products, liners, and equipment? | ||
| Background checks, uniforms, identification, or confidentiality | ||
| Slip, trip, biohazard, sharps, restricted-area, or SDS concerns | ||
| Parking, loading, stairs, long carries, or access delays | ||
| Communication, inspection, complaint, and emergency contacts |
Labor and price inputs
| Estimated crew size | [ ] | Hours per visit | [ ] |
|---|---|---|---|
| Visits per week | [ ] | Initial deep clean? | [YES / NO / SEPARATE] |
| Travel / setup time | [ ] | Consumables per visit | [$ ] |
| Equipment needed | [LIST OWNED, RENTED, OR CUSTOMER-PROVIDED EQUIPMENT] | ||
| Out-of-scope work | [WINDOWS, CARPET EXTRACTION, FLOOR FINISH, CONSTRUCTION DEBRIS, BIOHAZARD, ETC.] | ||
Buying process and follow-up
| Proposal due | [DATE] | Desired start | [DATE] |
|---|---|---|---|
| Other bids | [NUMBER / UNKNOWN] | Budget disclosed | [$ / NO] |
| Selection criteria | [PRICE, RELIABILITY, COVERAGE, REPORTING, EXPERIENCE, OTHER] | ||
| Vendor requirements | [INSURANCE, W-9, PORTAL, REFERENCES, BACKGROUND CHECKS, OTHER] | ||
| Next action | [WHO DOES WHAT BY WHEN] | ||
Site notes and photo record
| Photo / area | Condition, concern, or scope note | Included in proposal? |
|---|---|---|
Open questions: [WRITE EVERY UNKNOWN THAT COULD CHANGE LABOR, RISK, OR PRICE]
Prepared by
Site contact acknowledgment, optional
Before you use this: This is a working starting point, not legal, tax, safety, or insurance advice. Customize it for the facility and your actual services. Do not enter restricted, medical, payment-card, or employee-sensitive information in this worksheet.