Client Intake Form (Core) - Concrete Leveling, Lifting and Grinding

🥷 Concrete Leveling, Lifting & Grinding Client Intake Form

Professional Lead Qualification & Project Discovery System for Concrete Repair Contractors (Editable PDF + Word)

Gather better details.
Diagnose with precision.
Win more concrete repair jobs. ⚔️

Most concrete leveling and lifting jobs don’t go wrong during the repair…

They go wrong before the estimate is even created.

Contractors show up and:

• don’t fully understand the extent of the issue
• miss underlying causes like soil movement or voids
• overlook drainage problems
• fail to qualify the client’s expectations
• guess instead of document

Then they build the estimate too fast…

—and pay for it later.

That leads to:

• underpriced jobs
• missed problem areas
• callbacks and rework
• client frustration
• lower close rates

You don’t need a basic questionnaire.

You need a Concrete Leveling, Lifting & Grinding Client Intake Form that turns your consultation into a structured, professional discovery process.

This is that system.

🔥 Built for Real Concrete Repair Projects — Not Generic Intake Sheets

Concrete repair isn’t one-size-fits-all.

Every job involves:

• uneven slabs and trip hazards
• soil conditions and voids beneath concrete
• drainage issues and water movement
• method selection (lifting vs grinding vs repair)
• access limitations and equipment needs

This intake form is built specifically for:

• driveways and sidewalks
• patios and pool decks
• garage floors and steps
• commercial concrete surfaces

With structured sections covering project type, services, site conditions, and expectations, it mirrors how real concrete repair jobs should be evaluated before pricing begins.

Not a generic intake sheet.
A true pre-estimate system.

👤 Client & Project Information That Sets the Foundation

Professional projects start with professional intake.

This form captures:

✔ full client contact details
✔ preferred communication method (call, text, email)
✔ project location and service address

From the first interaction, you look organized, prepared, and credible.

🧱 Project Type & Services Requested (Know the Job Before You Arrive)

Stop walking into estimates blind.

This form allows you to capture:

✔ project type (driveway, sidewalk, patio, garage, etc.)
✔ requested services (leveling, foam injection, mudjacking, grinding, crack repair)
✔ clear identification of what the client actually needs

You immediately understand:

• scope
• service type
• project complexity

Before you even step on-site.

🔍 Problem Identification (Diagnose Before You Price)

Most contractors skip this — and it costs them.

This intake form identifies:

✔ uneven concrete and sinking slabs
✔ trip hazards and safety concerns
✔ cracks and surface deterioration
✔ drainage issues and water problems

When you understand the problem…

You can price the solution correctly.

📏 Project Size & History (No More Guessing)

Know exactly what you’re dealing with:

✔ approximate square footage
✔ how long the issue has existed
✔ whether repairs have been attempted before

This helps you:

👉 avoid underbidding
👉 anticipate complications
👉 set realistic expectations

🏗 Site Conditions & Access (Where Profit Is Won or Lost)

This is one of the most critical sections.

The form captures:

✔ level vs uneven surface conditions
✔ visible voids beneath slabs
✔ drainage issues
✔ soil stability (stable vs shifting)
✔ access limitations (equipment, tight spaces, etc.)

This directly impacts:

👉 labor
👉 pricing
👉 equipment needs
👉 timeline

No surprises.
No blown budgets.

⚠️ Utilities & Disclosures (Protect Yourself Early)

This is where serious issues happen if ignored.

This intake form captures:

✔ underground utilities awareness
✔ irrigation system presence
✔ buried lines or structures

This protects you from:

• unexpected damage
• liability disputes
• costly delays

Before the job even starts.

🎯 Client Goals & Expectations (Sell What They Actually Want)

Most contractors focus on the job…

Not the outcome.

This form identifies whether the client wants to:

• eliminate trip hazards
• improve safety
• restore level surfaces
• prevent further damage
• improve appearance

When you understand the goal…

You position your service as the solution — not just a repair.

💰 Budget & Timeline Qualification (Stop Wasting Time on Bad Leads)

Not every lead is worth pursuing.

This intake form allows you to capture:

✔ target budget range
✔ desired timeline
✔ project urgency

You instantly know:

• who is serious
• who is price shopping
• who is ready to move forward

📝 Client Confirmation (Protect Your Business Before Pricing)

Professional contractors document everything.

This form includes:

✔ client acknowledgment of provided information
✔ signature confirmation before estimating

This protects you from misinformation and scope disputes later.

📄 What You Receive

✔ Concrete Leveling, Lifting & Grinding Client Intake Form (Fillable PDF)
✔ Concrete Leveling, Lifting & Grinding Client Intake Form (Editable Word .docx)

Use it for:

• on-site consultations
• phone or online intake
• lead qualification
• tablet or clipboard walkthroughs

Customize it once.
Use it on every project.

🎯 Who This Is For

Perfect for:

• concrete leveling contractors
• slab lifting and mudjacking companies
• polyurethane foam injection specialists
• concrete grinding and repair professionals

If you quote concrete repair jobs — this should be your first step.

📈 Why Better Intake = Better Jobs

Structured intake helps you:

✔ build more accurate estimates
✔ reduce revisions and scope issues
✔ increase close rates
✔ attract better clients
✔ increase project size and profitability

When you diagnose better…

You sell better.

⚔️ Stop Guessing Before You Quote

Concrete repair involves:

Hidden problems.
Site variables.
Client expectations that must be managed.

Your intake process should reflect that.

This one does.

🥷 Build a Smarter, More Profitable Concrete Repair Business

If you’re serious about running a business that:

• gathers better information upfront
• prices accurately and confidently
• and consistently wins better projects

This intake form gives you the structure to do it right.

Ask better questions.
Diagnose the job properly.
Win more work.

Upgrade your intake process — and turn more concrete leveling, lifting, and grinding leads into profitable, well-structured projects.