New Client Intake Form (Lawn & Landscape)

Free, no-signup lawn & landscape new-client intake form: fill the fields in your browser and print or save a clean one-page worksheet — contact, property, site conditions, services wanted.

Template
Document mode

Sample-filled shows a worked lawn/landscape example; Blank clears it to write-on lines.

Company header

Phone / email / web on one line.

A · Client / contact

Person or company.

Leave blank if the same as the service address.

Preferred contact
B · Service property

Street, city, ZIP — the address actually serviced.

Property type

Just a unit label; no conversion is applied.

Lot / turf size unit
Areas serviced
C · Site conditions
Existing features to protect
Slope / drainage / wet spots
Sun / shade
D · Services wanted
Services wanted
Frequency

Leave blank if not yet scheduled.

Budget band
E · Access & safety
Gate present?
Wide enough for equipment?

Stays in your browser. Nothing is saved or sent.

Pets on site?
F · Office use / notes
Quoted yet?

Edit the fields — the worksheet updates live. A blank sheet prints fine for hand-fill; flip Sample-filled to see a worked example.

New Client Intake — Lawn & Landscape

A · Client / contact

B · Service property

C · Site conditions

Features to protect

D · Services wanted

Services

E · Access & safety

For office use

Notes

Internal scoping worksheet — not a contract or service agreement.

Print or save
How this template works

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 worksheet on the right updates live; print it or save it as a PDF when you're ready.

The Sample-filled toggle drops in a complete lawn/landscape 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.

Lot / turf size takes a number and a sq ft / acres unit — the unit is printed as a label only; no conversion is applied. The service address is kept separate from the billing address because they often differ, and the Access & safety block (gate present and wide enough for equipment, gate code, pets and whether they're kept inside during service, parking and staging) is the lawn/landscape detail generic intake forms bury or leave out.

Nothing you enter is saved — the logo and the gate code live only in your browser for this one session and are gone when you reload. There is no customer list, lead pipeline, or follow-up automation here.

Intake is the first document in a short chain. The measurements and access notes captured here feed the mowing estimate the customer sees, the scope that estimate promises gets locked down in a recurring service agreement, and once work starts the visit runs off a written maintenance checklist so the crew inherits what the office already learned about the property. On a first walk of a larger property, the landscape inspection checklist records condition alongside these facts, and the lawn and landscape work order is what the crew carries on the day. Shops that book work outside lawn and landscape can open the same file on the general client intake form, which keeps the service address, access notes and job detail blocks and drops the turf and equipment fields.

Sources

  1. New Landscaping Client Form Template (+Free PDF Download). Aspire. Retrieved .
  2. Landscaping Service Client Intake Form Template. Paperform. Retrieved .
  3. Lawn Care/Landscaping New Client Questionnaire. Jotform. Retrieved .

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