Customer intake form generator
Pick your trade, toggle which fields matter, then print to PDF or your letterhead. Trade-specific defaults for auto, HVAC, handyman, phone repair, cleaning, and more.
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Built for service businesses. No signup required.
Common questions
What fields should be on a service intake form?+
At minimum: customer name, phone, service address, preferred time, and a description of the issue. Trade-specific fields like vehicle VIN, device IMEI, or appliance make/model pay for themselves within a week by eliminating the 'what do I do with this?' phone calls.
Is a paper intake form still worth using?+
Yes, especially for walk-in and phone-booked trades. Paper sits on the counter, gets filled out while the customer is calm, and costs nothing. Shops that run hybrid (online form for bookings, paper for walk-ins) see the fewest gaps.
Do I need a signature on the intake form?+
Recommended for jobs over about $200 or any job that touches customer property. The signature plus an authorization line ('I authorize the work described') gives you a paper trail if there's a dispute about scope or price later.
Can I email the intake form to customers before they arrive?+
Yes - save as PDF using your browser's print dialog, then email it as an attachment. For a fully online version, pair it with a free form tool like Google Forms or Jotform and send the link via SMS.
How is this different from a quote or estimate form?+
The intake form captures what the customer wants. The quote captures what you're willing to do and charge. Most shops need both - the intake is a conversation starter, the quote is the commitment.