Free download · No signup
Free Customer Information Form (PDF)
Every callback, every missed appointment, every unpaid invoice usually traces back to information nobody collected on the first call. This intake form gets it all on one page so dispatch, the tech and the office are working off the same facts.
What's on the form
- Contact name, phone, email and best time to reach
- Service address plus billing address
- Gate code, pet, and access notes
- Description of the problem in the customer's words
- How they heard about you — so you know what marketing works
Next step · $9
The form is free. Closing the job is the hard part.
The Contractor Sales Starter Pack is five short PDFs: phone scripts, word-for-word answers to the ten price objections you hear every week, a Good/Better/Best estimate that lifts your average ticket, a follow-up playbook, and the review-request script. Nine dollars, instant download.
Get the $9 Sales Starter Pack30-day money-back guarantee
Common questions
- Why track how they found us?
- Because it's the cheapest marketing data you'll ever collect. After thirty jobs you'll know whether your money should go to Google, trucks, or referrals.
More free contractor templates
Free Plumbing Invoice TemplateFree HVAC Invoice TemplateFree Electrical Invoice TemplateFree Contractor Estimate Template
Want all five at once? Grab the free starter pack.