Printable · for plumbers
Job intake form
Print it, hand it to the client on arrival, keep it in the file. The text below is the same one clients sign when they book online through the booking software.
Plumbing visit
What we need to arrive with the right parts.
Client name
Phone
Job address *
What is the problem? *
- Leak
- Blocked drain or toilet
- No hot water
- Low pressure
- Installation or replacement
- Other
Is this urgent (active flooding, no water at all)? *
- Yes
- No
Is the water shut off? *
- Yes
- No
Access notes (parking, gate code, pets, best entrance)
Signature
Printed name
Date
This form is a starting point, not legal advice. Have it reviewed for your province or state before use.
Business name
v1
Intake and consent form
Job address *
What is the problem? *
- Leak
- Blocked drain or toilet
- No hot water
- Low pressure
- Installation or replacement
- Other
Is this urgent (active flooding, no water at all)? *
- Yes
- No
Is the water shut off? *
- Yes
- No
Access notes (parking, gate code, pets, best entrance)
Next step
Have clients fill this in when they book online.
The booking software shows this exact form before the calendar, takes the signature and a deposit, and keeps the answers with the appointment. Add or remove a question yourself.
Booking software · Essential: $2,700 to $4,500, or from $250 a month
This sheet comes with your booking · Job intake form
See the booking for plumbers · Letter, 8.5 × 11 in, one page.