For New & Returning Clients

Client & Property Profile

Every home in our care has a profile on file, kept privately for the exclusive use of our office and your assigned supervisor. Take a few minutes to complete yours, and we will treat your home with the specificity it deserves.

Discretion, By Design

How your information is protected

Discretion, By Design

Your home's information is protected the way it should be.

We ask only for the details we need to care for your home properly, and we hold them the way a private household would expect.

Encrypted at rest
Your access instructions and home details are encrypted in our database using industry-standard cryptography before they are ever stored.
Encrypted in transit
Your submission travels over TLS, the same protection used by banks and hospitals. Nothing leaves your browser in the clear.
Never shared
Your profile is visible only to our office and your assigned supervisor.
You control it
Ask us to update, revise, or purge your profile at any time and we will confirm the change the same day.

Section 01

Primary Contact

First and Last Name*

Email*Mobile Phone*

Alternate PhonePreferred Contact Method

Section 02

Secondary & Emergency Contact

Household member, assistant, or spouse we may reach if you are unavailable.

Full NamePhone

Emergency Contact Name & Phone*Someone we can reach if there is an emergency at your home while we are there.

Section 03

Your Property

Street Address*

Unit / AptCityStateZip

Property TypeSquare Footage*

# Bedrooms*# Bathrooms*

Neighborhood / AreaThe name your community is known by locally.

Upstairs, Bonus Room, or Other Areas Included?*Tell us whether upstairs, a game or media room, garage apartment, or other spaces are part of each cleaning.Areas Included or Excluded (Details)

Closest IntersectionIs Your Home Outside Fulshear or Katy City Limits?

Directions to Your HomeIf your home is in a newer development, a gated community, or challenging to find, please write detailed directions for our team.I understand that an additional travel fee may apply to addresses outside our standard Fulshear and Katy service area to cover mileage and drive time.Where Should the Team Park?Driveway, street, guest spot, garage bay, etc.

Section 04

Access & Security

This section is encrypted and read only by our office and your assigned supervisor. For your security, we never ask for door codes, alarm codes, or passwords on this form; we'll collect those securely by phone.

Encrypted

How Will We Access Your Home?*

If we'll need a door, garage, gate, or lockbox code, we'll collect it securely by phone. Please don't type codes into this form.

Entry & Access InstructionsWhere a key will be left, which door or garage to use, gate or concierge procedures. Please do not write codes here.Does Your Home Have an Alarm System?*

Alarm codes: we'll collect this securely by phone.

Alarm System DetailsSystem type (ADT, Ring, Vivint, etc.), panel locations, and whether to re-arm when we leave. No codes, please.WiFi Network NameSo your assigned supervisor can reach you if cell service is poor in your home. We'll collect the WiFi password securely by phone.

Section 05

Pets, Family & Household

Pets in the HomeList every pet with names, temperament, fears (vacuums?), and any instructions. Please crate or secure dogs before we arrive.Family & Household NotesWho lives in the home, small children, elderly parents in residence, nap times, a home office in use, etc.

Section 06

Service, Preferences & Priorities

Service Requested*

Preferred Cleaning DayFrequency

What Are You Most Hoping We Will Provide?Sparkling floors, no dust, spotless bathrooms, a kitchen that gleams. Name the rooms and results that matter most so we can focus our time there.Do Not TouchRooms, surfaces, or items we should never handle or clean. Art, heirlooms, collectibles, a spouse's office, etc.

Section 07

Products, Allergies & Sensitivities

Allergies or SensitivitiesFragrance sensitivities, asthma, latex, or ingredient allergies anyone in the home has.Cleaning Product PreferencesFragrance-free, plant-based only, or specific brands you keep at home and would like us to use.Will You Provide a Vacuum?

Section 08

Payment

Preferred Payment Method*

Card details: we never take card numbers on this form. Card payments are handled through our secure checkout, or we'll collect them securely by phone.

Section 09

How You Found Us

How Did You Hear About Us?*Please be specific: referral (please name the person), Google, Facebook, Nextdoor, a neighbor, an event, etc. It helps us know where to share our story.

Why Did You Choose Heritage Housekeepers? (Choose all that apply)

Reputation and reviewsReferred by a friend or neighborGlisten Academy-certified teamNo-Hassle GuaranteeLocally owned in FulshearAvailabilityPriceUsed us before

Other Reasons, or Anything to AddHave You Used a Professional Cleaning Service Before?If yes, which company did you use, and what did you like or not like about what they did?

Section 10

Special Instructions

Special InstructionsAnything else we should know about your home, your household, or how you like it kept.

Before You Submit

Acknowledgments

I understand that payment is due on the day of service and that a card kept on file will be charged if another method is not provided in advance.I understand that appointment start times are approximate and that the team may arrive within a reasonable window on the scheduled day.

Encrypted in transit and at rest

Discretion, By Design

Your home's information is protected the way it should be.

We ask only for the details we need to care for your home properly, and we hold them the way a private household would expect.

Encrypted at rest
Your access instructions and home details are encrypted in our database using industry-standard cryptography before they are ever stored.
Encrypted in transit
Your submission travels over TLS, the same protection used by banks and hospitals. Nothing leaves your browser in the clear.
Never shared
Your profile is visible only to our office and your assigned supervisor.
You control it
Ask us to update, revise, or purge your profile at any time and we will confirm the change the same day.

Client & Property Profile

Your home's information is protected the way it should be.

Encrypted at rest

Encrypted in transit

Never shared

You control it

Primary Contact

Secondary & Emergency Contact

Your Property

Access & Security

Pets, Family & Household

Service, Preferences & Priorities

Products, Allergies & Sensitivities

Payment

How You Found Us

Special Instructions

Acknowledgments