🥷 Roofing / Gutters / Siding Client Intake Form

Professional, Ready-to-Use Client Intake Template for Contractors

Give your roofing, gutter, and siding business a powerful first impression with this clean, organized, ninja-crafted Client Intake Form — designed to help you gather everything you need before quoting or scheduling a job.

Whether you're meeting a new homeowner, assessing storm damage, or preparing a commercial roofing estimate, this intake form helps you collect accurate information quickly, streamline your workflow, and present yourself like the true Ninja professional you are. ⚔️

This is the first step toward smoother appointments, clearer communication, and higher-quality leads.

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⚡ What This Client Intake Form Helps You Do

This ready-to-use form makes it easy to:

✔ Capture complete client contact and property details
✔ Identify the exact roofing, siding, or gutter services requested
✔ Understand urgency, scheduling needs, and project expectations
✔ Document building types, access notes, restrictions & safety details
✔ Record known measurements or job notes (when available)
✔ Assess client budgets, decision-makers & readiness to proceed
✔ Prepare accurate estimates faster
✔ Improve customer experience from the very first touchpoint

This is the kind of professional intake system seasoned contractors use to stay organized and win more business.

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🧰 What’s Included (PDF + Editable Word File)

✔ Fill-Ready PDF Version

Perfect for walk-throughs, phone calls, digital completion, or in-office use.

✔ Fully Editable Word Document (.docx)

Easily customize the form to match your brand, your workflow, or your specific service offerings.

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🥷 Built-In Ninja Precision

🧑🤝🧑 Client Information Section

Collects essential details such as name, business (if commercial), address, phone, email, and preferred contact method. (Page 1)

🏘 Property Information

Organized checkboxes for residential vs. commercial, building type, and roof access notes. (Page 1)

🏗 Requested Services

Roofing, siding, and gutter service requests — with checkboxes for repairs, replacements, installations, specific materials, colors, gutter types, and more. (Pages 1–2)

📄 Project Details

Includes timelines, urgency, previous inspections, and a field to describe the issue or requested work. (Page 2)

📏 Measurements & Notes

Optional fields for preliminary measurements such as roof size, pitch, siding square footage, and gutter linear footage. (Page 3)

💰 Budget & Decision-Making Section

Helps you understand estimated budget range, who the decision-maker is, and how serious the lead is. (Page 3)

🗓 Access & Scheduling

Notes on property access, pets, best days/times for appointments, and scheduling preferences. (Pages 3–4)

✍️ Client Authorization

Signature section ensuring the information provided is accurate — a clean, professional touch. (Page 4)

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💼 Who This Intake Form Is For

Perfect for:

✔ Roofing companies
✔ Gutter installation & repair services
✔ Siding contractors
✔ Exterior remodeling specialists
✔ Handyman services offering exterior work
✔ Startups that want a professional, organized onboarding process
✔ Contractors who want better leads & smoother workflows

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🔥 Why Roofing Pros Love This Template

• Makes client onboarding organized & stress-free

• Saves time before, during, and after appointments

• Ensures nothing is forgotten during walkthroughs

• Creates a strong professional impression

• Helps you qualify serious leads instantly

• Works for residential and commercial properties

• Reusable for every project and every client

This form makes your business look polished, reliable, and ready for action — even before you step onto the roof.

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🥷 Final Ninja Note

A great client experience starts long before the estimate. Add this template to your toolbox today and streamline your Roofing / Gutters / Siding onboarding process with ninja-level clarity, professionalism, and efficiency.