Intake Forms for Auto Body Shops: Damage Documentation, Insurance Claims, and Parts Sourcing
A customer pulls into your lot with a crumpled quarter panel and says the other driver’s insurance is paying for everything. Your estimator writes up the visible damage, submits it to the carrier, gets an approved amount, and starts the teardown. Three days in, the tech finds a bent reinforcement bar behind the quarter panel, a cracked tail light housing that wasn’t visible at the angle the photos were taken, and corrosion on the inner wheelhouse that predates the accident entirely. Now you’re writing a supplement, the insurance company is pushing back on the pre-existing corrosion, and the customer is asking why their car isn’t done yet.
Every one of those problems traces back to intake. Body shop work is fundamentally different from mechanical repair because the scope almost always changes once panels come off. Your auto body and collision repair intake form has to capture not just what you can see, but enough baseline documentation that supplements are supportable, pre-existing damage is segregated, and the insurance workflow doesn’t stall the repair.
Vehicle identification: VIN, paint code, and production details
Mechanical shops need the VIN to order the right alternator. Body shops need it for that and a dozen other things. The VIN tells you the assembly plant, the production date, the factory color code, the trim level, and whether the vehicle has specific structural components that vary by model. A 2021 Toyota RAV4 LE has a different rear bumper reinforcement than the XLE Premium. If your parts counter orders the wrong one because the intake form just says “2021 RAV4,” that’s a delay and a restocking fee you’re eating.
The paint code is equally critical. Every manufacturer uses a code — usually on a sticker on the driver’s door jamb or under the hood — that identifies the exact base coat color. But the paint code alone doesn’t guarantee a match. A car that’s been sitting in Arizona sun for five years has faded differently than the same color code on a garage-kept car in Seattle. Your intake should capture the paint code, the vehicle’s typical storage conditions (garaged, covered, or outdoor parked), and whether the customer has noticed any existing color mismatch from prior repairs. That information goes straight to your painter for tinting adjustments before the first coat goes on.
Damage documentation: location, severity, and the parts you can’t see yet
An insurance adjuster writes an estimate based on what’s visible. A body shop estimator should document the same visible damage, but also flag areas where hidden damage is likely. A front-end hit hard enough to push the bumper cover in three inches almost certainly bent the bumper reinforcement bar, may have damaged the radiator support, and could have shifted the headlight mounting brackets. Your intake form should capture the primary point of impact, the direction of the hit (front, rear, side, angular), the severity of the visible deformation, and a checklist of adjacent components that your tech will need to inspect once the damaged panels are removed.
Photo documentation starts at intake, not at teardown. Photograph the vehicle from all four corners, close-ups of every damaged area, and — this is the part most shops skip — photos of areas that are not damaged. If the customer’s other quarter panel already has a dent or the bumper cover has scratches that predate the accident, photograph those and note them on the intake form. When the car leaves your shop and the customer calls a week later saying you scratched their bumper, your intake photos are your defense.
Insurance claim workflow: estimates, supplements, and DRP programs
The insurance side of body shop work is where most of the friction lives. Your intake form needs to capture the claim number, the insurance carrier, the adjuster’s name and contact information, the policy holder’s name (which may be different from the driver), and whether the claim is being filed under the customer’s collision coverage or the other party’s liability coverage. That distinction matters because collision claims have a deductible the customer pays out of pocket, while liability claims on the other party’s policy typically don’t.
If your shop participates in Direct Repair Programs (DRP) with specific carriers, your intake should identify whether this claim falls under a DRP agreement. DRP jobs have different authorization workflows — you may be able to write the estimate and begin repairs without waiting for an adjuster inspection, but you’re bound by the program’s parts and labor rate guidelines. Non-DRP jobs require the carrier’s adjuster to inspect the vehicle and approve the estimate before you start, which adds days to the cycle time. Knowing which workflow applies at intake lets you set accurate timeline expectations with the customer on day one.
Supplements are inevitable in collision work. The initial estimate covers visible damage. The supplement covers everything you find during teardown. Your intake form should include a supplement authorization section where the customer acknowledges that the final repair cost may exceed the initial estimate, and that additional approval will be sought from the insurance carrier before proceeding with supplemental repairs. Without this, you end up in a three-way dispute between the shop, the customer, and the adjuster when the bill comes in 40% higher than the original estimate.
OEM vs. aftermarket vs. used parts
Parts sourcing in collision repair is a contentious subject. Insurance companies prefer aftermarket and recycled (used) parts because they’re cheaper. Customers often prefer OEM parts because they trust the original manufacturer’s fit and finish. Your shop may have a preference based on experience with specific aftermarket suppliers. Your intake form should document the customer’s parts preference and explain the tradeoffs.
OEM parts are manufactured by the vehicle’s original maker. They fit correctly, match the factory finish, and carry the manufacturer’s warranty. They also cost significantly more. An OEM fender for a 2022 Honda Accord might run $380; the certified aftermarket equivalent is $160. Aftermarket parts have improved dramatically in quality over the past decade, but fitment issues still occur — a hood that needs to be adjusted to align with the fender line, a bumper cover where the fog light cutouts don’t quite match. Used (recycled) parts from salvage yards are OEM parts pulled from another vehicle, so the fit is correct, but the condition varies. A used door might have minor dings or faded paint that your shop has to correct.
Some states have laws requiring the insurer to disclose when aftermarket parts are being used and giving the customer the right to request OEM at the price difference. Your intake form should capture the customer’s preference and include a disclosure that the insurance company’s estimate may specify parts types that differ from the customer’s preference. If your shop does both collision and mechanical repair, parts preference documentation on the body side is usually more detailed because of the insurance variable.
Prior body work and structural damage history
A vehicle that has had previous collision repair may have issues that affect the current job. Prior filler work (Bondo) under the paint, panels that were previously straightened rather than replaced, and aftermarket parts from a previous repair can all change your approach. Your intake form should ask whether the vehicle has been in any prior accidents and whether any previous body work has been performed. If the customer knows the repair history, document it. If they don’t, that’s still worth noting — your tech may find evidence of prior work during teardown.
Frame and structural damage assessment is the highest-stakes part of collision repair. A vehicle with measurable frame deviation — even a few millimeters — may not drive straight, may wear tires unevenly, and may not perform correctly in a subsequent collision because the crumple zones are compromised. Your intake should capture whether the customer has noticed any pulling, uneven tire wear, or unusual handling since the accident, and whether the vehicle has been on a frame rack before. If your initial inspection suggests structural involvement, documenting that at intake — before you start pulling panels — sets the stage for the supplement conversation with the insurer.
Rental car coordination and diminished value
Most collision repair customers need a rental car while their vehicle is in the shop. If the claim is on the other party’s liability coverage, the at-fault carrier typically covers rental up to a daily limit and a maximum number of days. If it’s a collision claim on the customer’s own policy, rental coverage depends on whether they carry that optional coverage. Your intake form should ask whether the customer needs a rental, whether they have rental coverage through their policy, and whether the rental has already been arranged through the insurance company. Many DRP shops coordinate directly with the rental company — the customer drops off the damaged car, picks up the rental at your location, and the insurance company is billed directly. If your shop offers that, your intake should capture it so the rental is reserved before the customer arrives.
Diminished value is the reduction in a vehicle’s resale value after it has been in an accident and repaired, even if the repair was done correctly. In most states, a customer can file a diminished value claim against the at-fault party’s insurance. Your intake form can’t provide legal advice on diminished value, but it can document the vehicle’s pre-accident condition, mileage, and any features that affect its market value. That documentation supports the customer’s claim if they choose to pursue it later, and it positions your shop as one that understands the full picture — not just the metalwork.
Get the documentation right before the first panel comes off
Body shop intake is more complex than mechanical repair intake because every job involves at least three parties — the customer, the shop, and the insurance company — and the scope changes during the repair. A thorough intake form captures the vehicle identification, the visible damage, the insurance workflow, the parts preference, the prior repair history, and the rental situation before any work begins. That documentation is what keeps the supplement process smooth, the customer informed, and the insurance relationship professional. Browse the full form catalog to see what a professional intake process looks like across every trade.
Ready to Upgrade Your Intake Process?
Professional fillable PDF forms — instant download, no monthly fees.
View Auto Body & Collision Forms View Bundles