Client Intake Form (Core) - Window Blinds Installation

🥷 Window Blinds Installation Client Intake Form

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

Start every window blinds installation project with clarity, accuracy, and Ninja-level professionalism. ⚔️

This Window Blinds Installation Client Intake Form is a streamlined, pre-installation onboarding document designed to help installers collect all critical client, property, measurement, and project details before quoting, ordering materials, or scheduling installation.

Whether you specialize in residential blinds, custom window treatments, motorized shades, whole-home installs, or commercial projects, this form ensures you gather the right information upfront — reducing errors, delays, rework, and costly measurement mistakes 

⚔️ What This Client Intake Form Helps You Do

This ready-to-use form allows you to:

✔ Capture complete client and contact information
✔ Confirm service location and on-site access details
✔ Identify project type (new install, replacement, repair, motorized)
✔ Document blind or shade styles requested
✔ Track single-window, multi-window, or whole-property projects
✔ Record accurate window measurements and mount type
✔ Clarify who provides materials and hardware
✔ Flag existing conditions, obstacles, or removal needs
✔ Identify pets, safety concerns, or access limitations
✔ Establish scheduling preferences and project urgency
✔ Secure client confirmation before work begins

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

🧰 What’s Included (PDF + Editable Word)

✔ Fill-Ready PDF
Perfect for email intake, on-site walkthroughs, tablets, or printed use.

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

🥷 Built-In Ninja Precision

This professionally formatted intake form includes:

👤 Client & Contact Information

Name, phone, email, address, and preferred contact method.

📍 Service Location & Access

Installation address, gate codes, parking instructions, and on-site contact details.

🪟 Project Details

Clear checkboxes for:

• New installation, replacement, repair, or motorized setup

• Horizontal blinds, vertical blinds, roller shades, cellular shades, Roman shades, motorized options, and custom treatments

• Single window, multiple windows, entire home, or commercial space

📐 Measurement Tracking

Structured measurement tables to document:

• Room/location

• Width, height, and depth

• Inside vs outside mount

• Installer notes

🎨 Product & Material Details

Tracks:

• Brand, model, color, and style

• Quantity needed

• Whether materials are provided by installer or client

🏗 Existing Conditions & Removal

Documents:

• Existing blinds

• Removal requirements

• Drywall, trim, or framing issues

• Pets on site

⚠️ Access & Safety Notes

Parking, stairs, ladders, hazards, or special access requirements.

📅 Timeline & Scheduling

Preferred dates, time windows, and time-sensitive projects.

✍️ Client Confirmation

Signature section confirming information accuracy before installation.

💼 Who This Form Is For

Perfect for:

✔ Window blinds installation businesses
✔ Custom window treatment installers
✔ Motorized blind & shade specialists
✔ Residential & commercial installers
✔ Solo operators & installation teams
✔ New startups & established companies

If you install blinds professionally — this form belongs in your workflow.

🔥 Why Installers Love This Intake Form

• Prevents measurement and ordering mistakes
• Reduces back-and-forth communication
• Improves estimate accuracy
• Creates smoother install days
• Looks professional and organized
• Reusable for unlimited projects
• Works for residential & commercial installs

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

🥷 Final Ninja Note

Great installations start with great information.

This Window Blinds Installation 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. ⚔️