Client Intake Form (Core) - Bathtub Refinishing

🥷 Bathtub Refinishing Client Intake Form

Professional Project Intake & Pre-Service Worksheet
PDF + Editable Word Download

Start every bathtub refinishing job with clarity, accuracy, and Ninja-level professionalism. ⚔️

This Bathtub Refinishing Client Intake Form is a streamlined, pre-service onboarding document designed to help refinishing professionals collect all critical client, property, tub, and condition details before quoting, scheduling, or beginning work.

Whether you specialize in standard tub refinishing, fiberglass repair, crack and chip repair, tub & tile resurfacing, color changes, or non-slip coatings, this form ensures you gather the right information upfront — reducing surprises, delays, and costly mistakes.

If you want smoother bookings, cleaner estimates, and more professional workflows, this intake form belongs at the front of your operation.

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⚔️ What This Client Intake Form Helps You Do

This ready-to-use form allows you to:

✔ Capture complete client contact information
✔ Confirm service address and access details
✔ Identify tub type and style
✔ Document current tub condition
✔ Track requested refinishing services
✔ Flag repairs, damage, or previous refinishing
✔ Record property type and on-site contact
✔ Capture scheduling preferences
✔ Identify pets, ventilation, and prep requirements
✔ Secure client confirmation before work begins

Everything is structured so you can quote accurately and refinish with confidence.

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🧰 What’s Included (PDF + Editable Word)

✔ Fill-Ready PDF
Perfect for email intake, tablets, mobile use, or printed walk-throughs.

✔ Fully Editable Word Document (.docx)
Customize fields, checkboxes, wording, or branding to match your exact refinishing workflow.

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🥷 Built-In Ninja Precision

This professionally formatted intake form includes:

👤 Client & Contact Information

Name, phone, email, service address, preferred contact method, and best contact time.

🛁 Tub & Project Details

Tracks:
• Tub material (porcelain, fiberglass, acrylic, cast iron, unknown)
• Tub style (standard, combo, clawfoot, jetted, custom)
• Requested services (refinishing, repairs, color change, non-slip, surround, caulking)

🔍 Current Condition Checklist

Documents:
• Chips, cracks, scratches
• Rust and staining
• Peeling or flaking finish
• Soft spots (fiberglass)
• Mold or mildew issues
• Previous refinishing

🏠 Property Information

Identifies:
• Owner-occupied, rental, resale, or commercial property
• On-site contact (client, tenant, property manager)
• Access instructions

📅 Scheduling & Timeline

Preferred start date, alternate dates, and urgency flag.

⚠️ Pre-Job Requirements

Confirms:
• Area cleared for work
• Ventilation availability
• Pets on site
• Special handling instructions

✍ Client Confirmation

Signature and date confirming information accuracy.

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💼 Who This Form Is For

Perfect for:

✔ Bathtub refinishing businesses
✔ Tub & tile resurfacing companies
✔ Fiberglass repair specialists
✔ Apartment & property maintenance contractors
✔ Hotel & hospitality maintenance teams
✔ New startups & established refinishing companies

If you refinish bathtubs professionally — this form belongs in your workflow.

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🔥 Why Refinishing Pros Love This Intake Form

• Prevents quoting and scheduling mistakes
• Reduces back-and-forth communication
• Improves estimate accuracy
• Creates smoother job days
• Looks professional and organized
• Reusable for unlimited projects
• Works for residential & commercial jobs

This is paperwork that protects your time, your pricing, and your reputation.

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🥷 Final Ninja Note

Great refinishing jobs start with great information.

This Bathtub Refinishing Client Intake Form helps you stay organized, avoid costly errors, and operate like a true professional from the very first conversation.

Add it to your toolkit and start every project with Ninja-level clarity, control, and confidence. ⚔️