Commercial Cleaning Site Walkthrough
Walk a prospective site on your phone, record every area, floor type and cleaning task as you go, then continue straight into the Quote & Profit Calculator — no re-entering the basics.
New walkthrough
Your entries are saved in this browser tab as you go.
Client & Site
Access & Service
Select everything that applies. Record only general requirements — never actual codes, passwords or keysafe details.
Site Areas
Add every room or area you walk through. Duplicate similar areas (e.g. Office 1, Office 2) instead of re-entering them.
No areas added yet. Add each room or area as you walk the site.
Site-Wide Requirements
Quoting Notes
Your own working notes for pricing this job. None of this is calculated automatically.
Review Summary
Walkthrough Review
Review suggested- ⚠Site information entered
- ⚠No areas recorded yet
- ⚠Access requirements reviewed
- ⚠Site-wide requirements reviewed
Site overview
- Client
- —
- Site
- —
- Site type
- —
- Approx. size
- —
- Service type
- Recurring Contract
- Frequency
- 5 visits per week
- Access requirements
- —
Areas at a glance
Number of areas
0
Total entered m²
0
Carpet areas
0
Hard-floor areas
0
Mixed-floor areas
0
Toilet / bathroom areas
0
Kitchen / kitchenette areas
0
Office areas
0
Area summary
No areas recorded yet.
Walkthrough information is stored temporarily in your browser for this session and is not submitted to Service Margin Lab. Refreshing this page keeps your entries; closing this tab, or starting a new walkthrough, clears them.
Continue to Quote & Profit Calculator
Client name, site name, service type, frequency and your estimated cleaners/hours will carry across automatically. Nothing about cost or pricing is transferred — you'll enter that in the calculator.
Live site summary
Updates as you record the walkthrough.
Areas recorded
0
Total entered m²
0
Status
Review suggested
What to record during a commercial cleaning walkthrough
A useful walkthrough captures more than a room list. This tool structures the walkthrough around client and site details, access and service requirements, every area with its floor type and condition, the specific cleaning tasks each area needs, and site-wide requirements that apply everywhere — so nothing depends on memory once you're back at your desk.
Why site walkthroughs matter
Most pricing problems in commercial cleaning trace back to the walkthrough, not the maths — an area that wasn't recorded, a periodic task that got missed, an access requirement discovered only after the contract starts. A structured walkthrough reduces how much rides on memory, and gives you a consistent record regardless of who runs it. See What to Check During a Commercial Cleaning Site Walkthrough for the full guide.
What information to collect before quoting
- • Client and site details, including approximate size and site type
- • Proposed service type and frequency, and access or security requirements
- • Every area, with floor type, condition and the specific tasks it needs
- • Site-wide requirements — consumables, window cleaning, periodic detail work
- • Your own working notes on estimated cleaners, hours and potential exclusions
How the walkthrough connects to pricing
Once your walkthrough is complete, continue straight into the Quote & Profit Calculator. Your client name, site name, service type, frequency and estimated cleaners/hours carry across automatically, so you're not retyping the basics — the calculator remains entirely responsible for labour cost, overhead, margin and price, using figures you enter yourself.
Frequently Asked Questions
Is this tool free to use?
Yes. This walkthrough tool is a free beta. It runs entirely in your browser on phone, tablet or desktop and doesn't require an account.
Does it calculate my price automatically?
No. This tool captures and organises site information — areas, floor types, tasks, access and quoting notes. Pricing happens in the separate Quote & Profit Calculator, using figures you enter yourself.
Is my client's information stored anywhere?
Entries stay in your browser's session storage for this tab and are not submitted to Service Margin Lab. Refreshing the page keeps your entries; closing the tab, or starting a new walkthrough, clears them.
Can I add as many areas as I need?
Yes. Add unlimited areas, and duplicate a similar area (for example Office 1, Office 2) instead of re-entering the same details.
What happens when I continue to the calculator?
Client name, site name, service type, frequency and your estimated cleaners/hours (if entered) carry across automatically. No costs or prices are transferred — you enter those directly in the calculator.
Does this replace a full scope of work?
Not yet. This tool captures structured walkthrough information and a readable summary. A dedicated Scope Builder for client-facing scopes of work is planned as a later module.