Client Intake Form (Core) - Concrete Resurfacing

🥷 Concrete Resurfacing Client Intake Form

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

Start every concrete resurfacing project with clarity, accuracy, and Ninja-level professionalism. ⚔️

This Concrete Resurfacing Client Intake Form is a streamlined pre-service onboarding document designed specifically for concrete resurfacing, decorative concrete, epoxy flooring, and coating professionals. It helps you collect all critical client, property, surface, and condition details before quoting, scheduling, or starting work.

Whether you resurface driveways, patios, garages, pool decks, walkways, basements, warehouses, or commercial floors, 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 Concrete Resurfacing 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 property type and work areas
✔ Document current concrete condition
✔ Track requested finishes and coating systems
✔ Flag repairs, moisture issues, and prep needs
✔ Record square footage and project scope
✔ Capture scheduling preferences and urgency
✔ Identify access limitations, pets, and utilities
✔ Secure client confirmation before quoting

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

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🧰 What’s Included (PDF + Editable Word)

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

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

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🏠 Property & Project Details

Tracks:
• Residential, commercial, or industrial property
• Areas to be resurfaced (driveway, patio, garage, pool deck, walkway, basement, warehouse, etc.)
• Approximate square footage

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🔍 Current Concrete Condition Checklist

Documents:
• Cracks
• Spalling / flaking
• Pitting
• Uneven areas
• Oil stains
• Moisture issues
• Existing coatings
• Prior repairs

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🎨 Desired Finish & Style

Selectable options including:
• Standard concrete overlay
• Decorative overlay
• Stamped overlay
• Knockdown texture
• Micro-topping
• Epoxy & flake systems
• Polyaspartic coatings
• Matte or gloss finish
• Anti-slip additives
• Custom patterns & colors

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🧱 Surface Preparation Requirements

Tracks:
• Pressure washing
• Degreasing / chemical prep
• Crack & patch repair
• Grinding / mechanical prep
• Removal of old coatings
• Moisture barrier application

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📅 Scheduling & Timeline

Preferred start date, deadline, and urgency level.

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🚪 Access & Utilities

Documents:
• Power and water availability
• Area access
• Furnishings
• Pets
• Gate or security codes

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💲 Budget & Decision Timing

Tracks estimated budget range and decision timeframe.

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✍ Client Confirmation

Signature and date confirming accuracy of provided information.

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💼 Who This Form Is For

Perfect for:

✔ Concrete resurfacing businesses
✔ Decorative concrete contractors
✔ Epoxy & flake flooring companies
✔ Garage floor coating specialists
✔ Driveway & patio resurfacing contractors
✔ Pool deck & walkway contractors
✔ Commercial flooring providers
✔ Independent contractors & small crews

If you resurface concrete professionally — this form belongs in your workflow.

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🔥 Why Concrete 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 resurfacing projects start with great information.

This Concrete Resurfacing 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. ⚔️