Client Intake Form (Core) - Flooring

🥷 Flooring Installation Client Intake Form

Professional Flooring Project Onboarding & Planning Form

PDF + Editable Word Download

Start every flooring project with clarity, structure, and Ninja-level professionalism. 🪵⚔️

The Flooring Installation Client Intake Form is a professionally structured onboarding document built specifically for flooring contractors who want to gather the right information before estimating, scheduling, ordering materials, or starting demolition.

This intake form helps you capture essential client details, property type, flooring preferences, square footage, material responsibility, subfloor conditions, and project timing — so you can prepare accurate flooring estimates, avoid surprises during installation, and reduce costly scope changes.

Whether you’re installing hardwood, laminate, carpet, vinyl plank (LVP), tile, or full-home replacements, this form ensures every flooring project begins organized, documented, and under control.

If you want cleaner estimates, smoother installs, and fewer mid-project headaches — this form belongs at the front of your workflow.

⚔️ What This Flooring Intake Form Helps You Do

This professional flooring client intake form allows you to:

✔ Capture complete client and job site information
✔ Document residential or commercial property type
✔ Identify specific rooms receiving flooring
✔ Record requested flooring types (hardwood, laminate, carpet, LVP, tile, etc.)
✔ Clarify whether existing flooring will be removed
✔ Estimate square footage before quoting
✔ Define material supply responsibility (contractor vs client)
✔ Identify potential subfloor or moisture concerns
✔ Confirm access, prep, and project timing expectations
✔ Reduce change orders and installation-day surprises

Everything is structured so you can plan confidently before the first board, plank, or tile is installed.

🧰 What’s Included (PDF + Editable Word)

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

✔ Fully Editable Word Document (.docx)
Customize fields, flooring options, site-condition notes, and wording to match how your flooring business operates.

🥷 Built-In Ninja Precision

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

🏢 Client Information

• Client name
• Company (if applicable)
• Phone & email
• Referral source
• Job site address

Keeps your paperwork clean and organized from day one.

🏠 Property Type

• Residential or commercial
• Single-family, condo, apartment, or other

Helps you anticipate access, prep, and logistics.

🪵 Flooring Project Details

Areas Receiving Flooring (Checkboxes):
• Living room
• Bedroom(s)
• Hallway(s)
• Kitchen
• Bathroom(s)
• Stairs
• Closets
• Other

Flooring Types Requested:
• Carpet
• Laminate
• Hardwood
• Vinyl / LVP / LVT
• Tile
• Other

Prevents confusion about scope and product expectations.

🔨 Existing Flooring & Removal

• New installation (no existing flooring)
• Existing flooring to be removed
• Client removing flooring
• Type of existing flooring
• Estimated total square footage

This helps you anticipate demo time and disposal costs.

📦 Materials

• Contractor-supplied materials
• Client-supplied materials
• Brand / thickness / product details (if client-supplied)

Eliminates material misunderstandings before installation.

🏗 Subfloor & Site Conditions

• Subfloor believed level
• Possible uneven areas
• Moisture concerns
• Unknown condition

Critical for protecting your estimate and installation timeline.

📅 Project Timing

• Preferred start date
• Preferred completion window

Helps you plan scheduling and crew availability accurately.

🔐 Access & Preparation

• Property vacant or occupied
• Furniture removal responsibility
• Pets on site
• Special access instructions

Reduces delays and jobsite complications.

✍ Client Acknowledgment

• Confirmation information is accurate
• Acknowledgment final pricing may change based on site conditions
• Client signature and date

Everything documented before quoting.

💼 Who This Flooring Intake Form Is For

Perfect for:

✔ Flooring installation businesses
✔ Hardwood flooring contractors
✔ Carpet installers
✔ Tile installers
✔ LVP / laminate professionals
✔ Remodel and renovation contractors
✔ Residential & light commercial flooring companies
✔ Solo operators and growing crews

If you inspect, estimate, or install flooring — this intake form should be part of your system.

🔥 Why Flooring Pros Love This Intake Form

• Improves estimate accuracy
• Reduces subfloor surprises
• Prevents scope confusion
• Speeds up quoting and scheduling
• Creates a professional first impression
• Saves time on follow-up questions
• Reusable for unlimited projects

This is paperwork that streamlines your workflow and protects your margins.

🥷 Final Ninja Note

Great flooring installations start with great information.

The Flooring Installation Client Intake Form helps you ask the right questions, plan projects correctly, and deliver professional results — every time.

Add it to your toolkit and onboard every flooring client with Ninja-level clarity, confidence, and control. 🪵⚔️