Pest Control Client Intake Form

Free, no-signup pest control client intake form: fill it in your browser and print a one-page worksheet with pest history, the household/safety factors that drive product choice, and access notes.

Template
Document mode

Sample-filled shows a worked example; Blank clears it to write-on lines for printing.

Company header

Office use — who took the intake.

Lead source
A · Customer contact

Leave blank if the same as the service address.

B · Service location
Property type

Just a unit label; no conversion is applied.

Unit
Stories
C · Pest problem
Pest type(s)
Areas affected
Severity
D · Pest & service history
Previously treated?
Was it effective?
Under an existing warranty / contract elsewhere?
E · Household & safety factors

These drive product choice and post-treatment instructions.

Pets on property?
Children under 12 on property?
Pregnant/nursing or chemical sensitivities?
Present on the property
F · Access & entry

Stays in your browser. Nothing is saved or sent.

Dogs to secure before the tech arrives?
G · Scheduling & preparation

Leave blank if not yet scheduled.

Preferred window
Footer · signature / office

Advisory only — nothing is totaled or stored.

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

Pest Control Client Intake

Customer contact

Service location

Pest problem

Description

Pest & service history

Household & safety factors

Drives product choice & post-treatment safety

Access & entry

Scheduling & preparation

Customer initials — prep acknowledged (declutter, cover/remove pet food, secure pets)

Signature / office

Customer signature — details above are correct (acknowledgement only, not a contract) Date ____________

Working intake worksheet — not a contract or regulatory record; signature is acknowledgement only.

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 pest intake 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 worked example (a residential roach-and-ant call with a dog to secure and a gate code); Blank clears it back to write-on lines so a fully blank sheet is a legitimate print-and-hand-fill artifact, or one you hand to the customer to complete.

Every field is optional and nothing blocks printing. The Household & safety section — pets, children under 12, pregnant/nursing or chemical sensitivities, and aquariums, beehives, or a garden — is emphasized because those facts drive which product is safe to apply and what post-treatment instructions to leave. The pest-type grid and areas-affected checklist are faster to tick than free-texting on a clipboard.

The optional quoted price is advisory only — it is never totaled, taxed, or stored — and the signature line is an acknowledgement, not a contract. Nothing you enter is saved; there is no customer list, lead pipeline, or follow-up automation here.

Sources

  1. Pest Control Service Report Template. FieldRoutes. Retrieved .
  2. Pest Control Service Intake Form. Jotform. Retrieved .
  3. Pest Control Service Intake Form. Template.net. Retrieved .

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