Service Business Intake Form Template

SERVICE REQUEST INTAKE FORM
{{business_name}}

═══ CLIENT INFORMATION ═══
Full Name: _______________
Phone: _______________
Email: _______________
Preferred Contact: ☐ Phone ☐ Email ☐ Text

═══ SERVICE LOCATION ═══
Address: _______________
City/State/ZIP: _______________
Property Type: ☐ House ☐ Apartment ☐ Condo ☐ Commercial
Approx. Square Footage: _______________
Number of Rooms/Areas: _______________

═══ ACCESS & ENTRY ═══
Will someone be home? ☐ Yes ☐ No
Entry method if not home:
  ☐ Lockbox (code: _________)
  ☐ Key under mat
  ☐ Garage code (code: _________)
  ☐ Building manager will let in
  ☐ Other: _______________

Parking available? ☐ Yes ☐ Street only ☐ Permit needed
Gate code (if applicable): _______________

Pets on premises? ☐ No ☐ Dog ☐ Cat ☐ Other: ________
Pet instructions: _______________

═══ SERVICE DETAILS ═══
Service Requested: _______________
Describe the work needed:
_______________________________________________
_______________________________________________

Urgency: ☐ Routine ☐ Soon (within a week) ☐ Urgent (24-48hrs) ☐ Emergency

Preferred Date: _______________
Preferred Time: ☐ Morning (8-12) ☐ Afternoon (12-5) ☐ No preference

Have you had this service before? ☐ Yes ☐ No
If yes, any issues to note: _______________

═══ PHOTOS ═══
Please attach photos of the area/issue (if applicable):
[Upload area]

═══ BUDGET & AUTHORIZATION ═══
Budget range: ☐ Under $200 ☐ $200-500 ☐ $500-1000 ☐ $1000+ ☐ Need estimate
Authorization to proceed if under $___: ☐ Yes ☐ Contact me first

═══ POLICIES ═══
☐ I agree to the cancellation policy ({{notice_period}} notice required)
☐ I authorize entry to my property for the requested service
☐ I consent to receive appointment reminders via text

Signature: _______________ Date: _______________