Client Intake Form (Core) - Electrical

🥷 Electrical Client Intake Form

Professional Client Onboarding & Service Planning

PDF + Editable Word Download

Start every electrical job with clarity, organization, and Ninja-level professionalism. ⚡⚔️

The Electrical Client Intake Form is a professional onboarding document designed specifically for licensed electricians, electrical contractors, and electrical service businesses to collect all critical job details before inspection, estimating, or scheduling.

This form helps you capture complete client information, property details, service requests, access conditions, existing electrical information, and emergency indicators — so you can diagnose faster, quote more accurately, and avoid surprises on site.

Whether you’re responding to service calls, troubleshooting issues, planning upgrades, or preparing estimates, this intake form ensures you gather the right information upfront and start every job prepared.

If you want smoother service calls, better estimates, and more professional workflows, this form belongs at the front of your operation.

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⚔️ What This Intake Form Helps You Do

This professional electrical intake form allows you to:

✔ Capture complete client and contact information
✔ Document billing and service addresses
✔ Identify property type and occupancy status
✔ Confirm power availability before arrival
✔ Clearly define the type of electrical service requested
✔ Document problems, hazards, or safety concerns
✔ Identify access requirements and site conditions
✔ Flag emergency service requests
✔ Track prior electrical work history
✔ Prepare accurate estimates and schedules
✔ Secure client authorization for evaluation and estimating

Everything is structured so you can plan confidently before stepping on site.

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🧰 What’s Included (PDF + Editable Word)

✔ Fill-Ready PDF
Ideal for email intake, tablets, client portals, or printed job packets.

✔ Fully Editable Word Document (.docx)
Customize fields, wording, services, and layout to match how your electrical business operates.

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🥷 Built-In Ninja Precision

This professionally formatted Electrical Client Intake Form includes clearly defined sections for:

🏢 Client Information

• Client and company name
• Billing and service address
• Phone and email
• Preferred contact method (phone, text, or email)

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🏠 Property Information

• Property type (residential, commercial, industrial)
• Property age (if known)
• Owner-occupied, rental, or new construction
• Power-on status confirmation

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⚡ Service Request Details

Selectable service options including:

• Electrical troubleshooting & diagnostics
• Outlet or switch repair / installation
• Lighting installation or repair
• Ceiling fan installation
• Electrical panel upgrade or replacement
• Breaker replacement
• Circuit installation or repair
• GFCI / AFCI installation
• Surge protection
• EV charger installation
• Generator hookup
• Appliance wiring
• Code compliance corrections
• Safety inspections
• Remodel or renovation wiring
• New construction wiring
• Low-voltage wiring
• Service upgrades
• Custom service requests (write-in)

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🛠 Problem Description

• Detailed description of the issue or work requested

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🚪 Access & Scheduling Information

• Adult access confirmation
• Preferred service date and time window
• Pet disclosure
• Special access instructions (gates, parking, codes, etc.)

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⚠️ Existing Electrical & Safety Information

• Main electrical panel location
• Prior electrical work history
• Known hazards or safety concerns

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🏘 Permit, HOA & Emergency Details

• HOA identification and approval requirements
• Emergency service request indicator and urgency description

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✍ Client Authorization

• Written authorization to evaluate the electrical system
• Approval to prepare an estimate
• Client signature and date

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💼 Who This Form Is For

Perfect for:

✔ Licensed electricians
✔ Residential electrical contractors
✔ Commercial electrical service providers
✔ Electrical repair and upgrade specialists
✔ EV charger and generator installers
✔ Independent electricians
✔ Small and growing electrical companies

If you inspect, estimate, or schedule electrical work — this form should be part of your workflow.

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⚡ Why Electrical Pros Love This Intake Form

• Prevents missed details and site surprises
• Improves estimate accuracy
• Speeds up diagnostics and scheduling
• Makes your business look organized and professional
• Reduces back-and-forth with clients
• Saves time on every job
• Reusable for unlimited clients

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

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🥷 Final Ninja Note

Great electrical service starts before the first wire is touched.

The Electrical Client Intake Form helps you stay organized, prepared, and professional from the very first call — so every job starts with clarity and control.

Add it to your toolkit and onboard every client with Ninja-level precision and confidence. ⚡⚔️