Client Information Sheet

$4.99

Fillable PDF A must-have form to use at the initial client consultation for a project. The Client Information sheet is used to keep details about the job location in one place. This form summarizes client contact information, project description, site conditions, and more for the team members involved in the project. One Page, Size 8.5” x 11”

Description

Client Information Sheet Features:

Date
Client Name, Email, Preferred Phone, Alternate Phone
Project Address, Billing Address
Year Built, House Style, Photos Before and After
Project Description
Accessibility
Parking
Entry Instructions
Lock Box, Combo, Location
Access to Restroom
Access to Electricity, Location of Breaker Box
Access to Water, Location of Shut off
Other members of the household and pets
Payment method, Payment schedule
How did you hear about us
Additional Information

One Page, Size 8.5” x 11”

The Client Information sheet comes in PDF format and is non-refundable. The pdf will be free of watermarks.

Ordering Information

Provide the email address where you want to receive the form.

Your order containing a pdf link for the form will appear shortly after purchase. Please allow 1-2 minutes for it to appear. Close the tab after retrieving the pdf and printing the order. You will also receive an email with a pdf link to the form. There is no limit on the number of downloads. Save a copy in a file on your desktop or device for easy access when you need it.

Get in touch with us if you do not receive the email or if you experience any issues with the email or download.

Returns

There are no returns due to the nature of digital products. Do not purchase if you cannot open a PDF on your device. Contact us before ordering if you have questions, as there are no refunds or exchanges. However, we want to resolve any issues if you experience one.

Contact Us

Don’t hesitate to get in touch if you have questions about your order by using the contact form.

Additional information

Brand

FieldFormsOnline