By the Templateez Team · Licensed Attorney · July 2026

Concrete & Masonry Intake Forms: What to Capture Before the Pour

Concrete is unforgiving. Once it's poured, the window to fix a mistake is measured in hours, not days. The intake form for a concrete or masonry contractor needs to capture every variable that affects the pour: project type, site access, existing conditions, mix requirements, reinforcement, finish, and timeline. A callback on a concrete job is not a minor inconvenience — it can mean demolition.

Project Classification

The intake should classify the work immediately: flatwork (driveway, sidewalk, patio, garage floor), foundation (slab-on-grade, crawl space, full basement), retaining wall, block wall, brick veneer, stone veneer, chimney repair, steps and stoops, decorative stamped or stained concrete, or mudjacking and leveling. Each category drives different equipment, crew size, and material requirements. Our Concrete & Masonry intake form includes a checkbox grid for all of these with square footage and linear footage estimation fields.

Site Conditions

What's under the proposed work? Existing concrete to be removed? Soil type (clay, sand, rock)? Drainage issues? Grade and slope? Access for a concrete truck — can it get within chute distance, or does the job need a pump truck? Underground utilities? These determine whether the estimate is $5,000 or $15,000 for the same square footage.

Specifications and Finish

For concrete: PSI requirement (typically 3000-4000 for residential), fiber mesh or rebar reinforcement, thickness, control joint spacing, and finish type (broom, smooth, stamped, exposed aggregate, colored). For masonry: block type, mortar color, cap style, and whether the wall is structural or decorative. These specs go directly into the material order and the contract.

Permits and Timeline

Most jurisdictions require permits for foundations, retaining walls over a certain height, and structural modifications. The intake should capture whether the customer or the contractor is pulling the permit, whether a survey or engineering plan is required, and the customer's target completion date. Weather is a factor — concrete work has seasonal constraints that affect scheduling.