Client Intake Form Template

This is a fill-in form, not a calculator — there is no formula and no computed result. Type into the fields on the left and the one-page intake on the right updates live; print it or save it as a PDF when you're ready.

Pick a trade preset (landscaping, cleaning, pest control, HVAC, handyman, or general) to label the service type and suggest a problem-description hint for that trade. The preset only relabels — it never changes which fields appear, so this single generator covers every trade. The Sample-filled toggle drops in a complete worked example; Blank clears it back to write-on lines so a fully blank sheet is a legitimate print-and-hand-fill artifact.

Every field is optional and nothing blocks printing. The core spine stays visible; secondary fields tuck into More fields so the form stays short — but the printed sheet always shows every section with a blank line for each. The service address is kept separate from the billing address because they often differ, and the Access & site-notes block (gate code, parking, pets, where the meter/panel/spigot is) is the field-service detail generic intake forms leave out.

The account reference is free text you type — it is never auto-generated, and nothing you enter is saved. There is no customer list, lead pipeline, or follow-up automation here. Write the problem description tightly enough that it can become the scope of work the price is later built on. Once the job is scoped, the work order template records what was requested and what the tech actually performed, and the quote builder turns the intake facts into a priced offer. The rest of the paperwork a new customer generates sits in the field service template library.