Client Intake Form (Core) - Epoxy Floor Coatings
- Digital Download Product Only
🥷 Epoxy Floor Coatings — Client Intake Form
Professional, Ready-to-Use Intake Template for Epoxy Flooring Contractors
(PDF + Editable Word)
Give your epoxy flooring business a sharper, more professional first impression with this clean, organized, ninja-crafted Client Intake Form — designed to help you gather accurate project details, qualify leads quickly, and prepare precise estimates without the back-and-forth guessing.
Whether you're quoting a garage floor, warehouse, shop, patio, walkway, commercial space, or full industrial coating system, this intake form ensures you collect the information you need to price the job correctly and avoid costly surprises. ⚔️
If you want smoother onboarding, clearer communication, and more confident clients… this is the form you’ve been missing.
⚡ What This Client Intake Form Helps You Do
This ready-to-use intake system makes it easy to:
✔ Capture full client and property details
✔ Identify existing floor type, condition & problem areas
✔ Document measurements, square footage & prep requirements
✔ Understand design preferences: color, flake blend, metallic, topcoat type & finish
✔ Assess usage expectations (vehicles, heavy traffic, chemicals, machinery, etc.)
✔ Identify hazards, moisture issues, pitting, cracks & repairs needed
✔ Gather scheduling preferences and access restrictions
✔ Determine budget, comparison bids & decision timeline
✔ Identify potential upsell opportunities (moisture barrier, crack repair, leveling, etc.)
✔ Streamline your estimate creation and job scheduling process
This is the intake workflow top epoxy pros use to boost accuracy, reduce liability, and elevate the customer experience.
🧰 What’s Included (PDF + Editable Word File)
✔ Fill-Ready PDF Version
Perfect for on-site walkthroughs, phone calls, digital completion, or printing.
✔ Fully Editable Word Document (.docx)
Customize the layout, questions, branding, pricing fields, or service options.
🥷 Built-In Ninja Precision
Your form includes professionally structured sections such as:
🧑🤝🧑 Client Information
Full contact details, communication preferences & location notes.
# Client Intake Form (PDF) - Ep…
🏠 Project Location & Property Type
Residential, commercial, or industrial — plus square footage, areas to be coated, and current floor type.
# Client Intake Form (PDF) - Ep…
🧱 Existing Floor Condition Assessment
Cracks, pitting, stains, moisture issues, peeling coatings, chemical spills & more — all captured with simple checkboxes.
# Client Intake Form (PDF) - Ep…
🎨 Design & Material Preferences
Color or flake blend, finish type, topcoat preference (epoxy, polyaspartic, polyurethane), anti-slip options & more.
# Client Intake Form (PDF) - Ep…
⚙ Usage Expectations
Vehicles, machinery, chemicals, gym use, commercial traffic, storage — all essential for proper coating recommendations.
# Client Intake Form (PDF) - Ep…
🗓 Timeline, Access & Restrictions
Desired start date, HOA rules, gate access, operating hours & site limitations.
# Client Intake Form (PDF) - Ep…
💰 Budget & Decision-Making Insight
Budget range, comparison bids, decision timeline & priority factors.
# Client Intake Form (PDF) - Ep…
➕ Add-On Services
Moisture barriers, heavy crack repair, leveling, patio coatings, commercial flooring systems & more — perfect for upsells.
# Client Intake Form (PDF) - Ep…
✍️ Notes, Special Requests & Referral Tracking
Everything you need to fully understand the client’s goals.
# Client Intake Form (PDF) - Ep…
💼 Who This Intake Form Is For
Perfect for:
✔ Epoxy floor coating businesses
✔ Garage, commercial, industrial & warehouse flooring specialists
✔ Concrete coating companies
✔ Contractors offering polyaspartic, metallic, flake, or solid-color systems
✔ New or growing businesses needing organized, consistent onboarding
✔ Pros who want clean, accurate, liability-protecting documentation
🔥 Why Epoxy Contractors Love This Template
• Makes onboarding fast, professional, and organized
• Ensures no project detail is forgotten
• Reduces miscommunication, surprises & change orders
• Helps you create more accurate, profitable estimates
• Improves scheduling, logistics & materials planning
• Saves hours of manual note-taking
• Works for residential, commercial & industrial jobs
• Reusable forever
This form elevates your business from “just another coater” to a polished, detail-oriented professional your clients trust.
🥷 Final Ninja Note
A smooth epoxy installation starts long before the coating is applied.
This form helps you collect the details that matter — so you can quote accurately, prevent issues, and deliver flawless results with ninja-level precision.
Add this Epoxy Floor Coatings Client Intake Form to your business toolkit and streamline your onboarding process like a true pro.