Contractor & Trades Intake Forms

When a customer calls, your office has about 90 seconds to capture the information that determines whether this becomes a booked job or a missed opportunity. Generic CRM fields do not cut it: a plumbing call needs pipe material and access point, an HVAC call needs system age and tonnage, a roofing call needs roof type and square footage.

We built 52 trade-specific intake forms, each one using the vocabulary and checkboxes of the actual trade. Designed to be filled in during a phone call or at the job site, printed or emailed, and filed without a subscription.

Every Trade Gets Its Own Form

Each form has profession-specific fields, not generic placeholders. The Plumbing form has pipe material checkboxes (PEX-A, Copper, PVC, CPVC). The HVAC form has system type, fuel source, and tonnage. The Electrical form has panel amp rating, circuit count, and code compliance. The Roofing form has roof type, pitch, and material.

What Each Form Includes

Every trades intake form follows the same structure: client contact and property details, service request classification (new install, repair, maintenance, emergency, warranty), job scope with trade-specific checkboxes, access and logistics (site access, pets, HOA, permits, scheduling), materials and budget, and a full-page narrative section for the technician to describe the problem and scope.

The companion client questionnaire is what the homeowner fills out: their description of the problem, goals and priorities, budget range, and authorization to proceed.

Trades We Cover

The 52 forms span every major home and commercial service category:

Core mechanical: Plumbing, HVAC, Electrical

Exterior: Roofing, Landscaping, Fencing, Deck & Patio, Concrete & Masonry

Interior: Painting, Flooring, Carpet Cleaning, Home Remodeling

Specialty: Solar Panel, Pool & Spa, Pest Control, Tree Service, Garage Door

See all 52 in the Home & Trade Services category.

Individual forms are $12.99 for the complete set (intake + questionnaire), $9.99 for intake only, or $6.99 for questionnaire only.

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Dental · Healthcare · Legal · Personal Injury · Professional Services