Plumbing Intake Forms & Client Questionnaires

A customer calls and says they have a leak. That could mean a dripping kitchen faucet, a burst pipe flooding the basement, a slab leak under the foundation, or a sewer line backup pushing water through the floor drain. Each scenario requires different equipment, different expertise, and a dramatically different price range. A dripping faucet is a $150 service call. A slab leak on a 1960s home with cast iron pipes under a concrete foundation can run $8,000 or more and may require jackhammering. If your intake process does not distinguish between these at the first phone call, you are dispatching blind — and either over-sending resources to a simple job or under-preparing for a complex one.

The Plumbing intake form captures the property and service details that determine scope before your plumber leaves the shop. Service type — emergency leak, drain clog, water heater (tank or tankless, gas or electric), sewer line, fixture installation, whole-house repipe, sump pump, gas line, backflow testing, or water treatment. Property type — single family, townhouse, multi-unit, condo, or commercial. Building age, because a pre-1970 house likely has galvanized steel supply lines and cast iron drain lines, while a 2020 build has PEX and PVC. Water source (municipal or well) and waste disposal (public sewer or septic system), because both change the diagnostic approach.

Property Details That Change the Job

Plumbing is one of the few trades where the building itself — not just the plumbing system — determines what the job looks like. Foundation type matters: a crawl space gives access to drain lines from below, a slab foundation means tunneling or jackhammering for any under-slab work, and a finished basement means cutting through drywall to reach pipes. The form captures foundation type, number of stories, number of bathrooms, whether there is a basement (finished or unfinished), and known access limitations. It asks about water pressure complaints, discolored water, slow drains in multiple fixtures (which suggests a main line issue rather than a local clog), and whether the customer has had prior plumbing work done recently.

The intake form is your internal office document — your dispatcher or CSR fills it out during the phone call. The companion client questionnaire is what you send to the customer before the appointment, especially for scheduled (non-emergency) work. It asks the homeowner to describe the problem, note which fixtures are affected, confirm the water heater location, and provide access details — gate codes, parking instructions, pet situations, and whether someone will be home. For commercial properties, it asks about tenant coordination, business hours limitations, and whether the water can be shut off during the repair.

Emergency vs. Scheduled Service

Plumbing companies run two very different operations under one roof: emergency calls that need immediate dispatch, and scheduled work that can be planned and routed efficiently. The form distinguishes between these upfront. For emergencies, it captures whether the water has been shut off, whether there is active flooding, and the location of the main shut-off valve. For scheduled work, it captures preferred appointment windows, whether the customer has gotten other estimates, and budget expectations. This distinction matters for dispatching — your emergency tech carries a different truck stock than the one doing a planned water heater swap, and mixing up the two wastes everyone's time.

Pricing

Each form is $12.99 for the complete set (intake + questionnaire), $9.99 for intake only, or $6.99 for questionnaire only. All PDFs are fillable in Adobe Reader and password-protected against editing.