{"product_id":"moving-client-intake-form-template-pdf-word","title":"Client Intake Form (Core) - Moving","description":"\u003ch2 data-start=\"0\" data-end=\"110\" style=\"text-align: center;\"\u003e🥷 \u003cstrong data-start=\"3\" data-end=\"32\"\u003eMoving Client Intake Form\u003c\/strong\u003e\n\u003c\/h2\u003e\n\u003ch3 data-start=\"0\" data-end=\"110\" style=\"text-align: center;\"\u003eProfessional Moving Onboarding Form\u003c\/h3\u003e\n\u003ch3 data-start=\"0\" data-end=\"110\" style=\"text-align: center;\"\u003ePDF + Editable Word Download 🚚⚔️\u003c\/h3\u003e\n\u003ch4 data-start=\"112\" data-end=\"187\" style=\"text-align: center;\"\u003eStart every move with clarity, documentation, and Ninja-level organization.\u003c\/h4\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-start=\"189\" data-end=\"300\"\u003eWhen a new moving client calls, excitement is high — but so is the risk of missing critical logistical details.\u003c\/p\u003e\n\u003cp data-start=\"302\" data-end=\"363\"\u003eIf you don’t capture the right information upfront, you risk:\u003c\/p\u003e\n\u003cp data-start=\"365\" data-end=\"517\"\u003e• Inaccurate estimates\u003cbr data-start=\"387\" data-end=\"390\"\u003e• Understaffed crews\u003cbr data-start=\"410\" data-end=\"413\"\u003e• Truck miscalculations\u003cbr data-start=\"436\" data-end=\"439\"\u003e• Move-day delays\u003cbr data-start=\"456\" data-end=\"459\"\u003e• Surprise stair or long-carry fees\u003cbr data-start=\"494\" data-end=\"497\"\u003e• Pricing disputes\u003c\/p\u003e\n\u003cp data-start=\"519\" data-end=\"751\"\u003eThe \u003cstrong data-start=\"523\" data-end=\"552\"\u003eMoving Client Intake Form\u003c\/strong\u003e is a professionally structured onboarding document built specifically for residential and commercial moving companies that need complete job details before quoting, scheduling, or dispatching crews.\u003c\/p\u003e\n\u003cp data-start=\"753\" data-end=\"866\"\u003eIf you want smoother move days and fewer last-minute surprises — this form belongs at the front of your workflow.\u003c\/p\u003e\n\u003chr data-start=\"868\" data-end=\"871\"\u003e\n\u003ch2 data-start=\"873\" data-end=\"913\"\u003e⚔️ What This Intake Form Helps You Do\u003c\/h2\u003e\n\u003cp data-start=\"915\" data-end=\"966\"\u003eThis professional moving intake form allows you to:\u003c\/p\u003e\n\u003cp data-start=\"968\" data-end=\"1596\"\u003e✔ Capture full client contact information and preferred communication method\u003cbr data-start=\"1044\" data-end=\"1047\"\u003e✔ Confirm requested move date and flexibility\u003cbr data-start=\"1092\" data-end=\"1095\"\u003e✔ Identify move type (residential, commercial, local, long-distance, loading\/unloading only)\u003cbr data-start=\"1187\" data-end=\"1190\"\u003e✔ Document origin and destination property details\u003cbr data-start=\"1240\" data-end=\"1243\"\u003e✔ Identify stairs, elevators, parking, and long-carry conditions\u003cbr data-start=\"1307\" data-end=\"1310\"\u003e✔ Estimate move size and square footage\u003cbr data-start=\"1349\" data-end=\"1352\"\u003e✔ Assess packing status and material needs\u003cbr data-start=\"1394\" data-end=\"1397\"\u003e✔ Identify specialty or high-value items\u003cbr data-start=\"1437\" data-end=\"1440\"\u003e✔ Confirm storage needs\u003cbr data-start=\"1463\" data-end=\"1466\"\u003e✔ Document restricted items\u003cbr data-start=\"1493\" data-end=\"1496\"\u003e✔ Capture additional access instructions\u003cbr data-start=\"1536\" data-end=\"1539\"\u003e✔ Obtain signed client acknowledgment before scheduling\u003c\/p\u003e\n\u003cp data-start=\"1598\" data-end=\"1736\"\u003eEverything is structured so you can build accurate estimates and protect your business from day one.\u003c\/p\u003e\n\u003chr data-start=\"1738\" data-end=\"1741\"\u003e\n\u003ch2 data-start=\"1743\" data-end=\"1788\"\u003e📦 Built Specifically for Moving Workflows\u003c\/h2\u003e\n\u003cp data-start=\"1790\" data-end=\"1884\"\u003eThis intake form includes clearly organized sections that reflect real-world moving logistics.\u003c\/p\u003e\n\u003ch3 data-start=\"1886\" data-end=\"1911\"\u003e🧍 Client Information\u003c\/h3\u003e\n\u003cp data-start=\"1912\" data-end=\"1993\"\u003e• Full name\u003cbr data-start=\"1923\" data-end=\"1926\"\u003e• Phone\u003cbr data-start=\"1933\" data-end=\"1936\"\u003e• Email\u003cbr data-start=\"1943\" data-end=\"1946\"\u003e• Preferred contact method\u003cbr data-start=\"1972\" data-end=\"1975\"\u003e• Date of intake\u003c\/p\u003e\n\u003cp data-start=\"1995\" data-end=\"2081\"\u003eClean documentation from the first conversation.\u003c\/p\u003e\n\u003chr data-start=\"2083\" data-end=\"2086\"\u003e\n\u003ch3 data-start=\"2088\" data-end=\"2123\"\u003e🏠 Origin \u0026amp; Destination Details\u003c\/h3\u003e\n\u003cp data-start=\"2124\" data-end=\"2368\"\u003e• Full addresses\u003cbr data-start=\"2140\" data-end=\"2143\"\u003e• Property type (apartment, condo, house, office, storage, etc.)\u003cbr data-start=\"2207\" data-end=\"2210\"\u003e• Floor level\u003cbr data-start=\"2223\" data-end=\"2226\"\u003e• Elevator availability\u003cbr data-start=\"2249\" data-end=\"2252\"\u003e• Stair requirements\u003cbr data-start=\"2272\" data-end=\"2275\"\u003e• Parking restrictions\u003cbr data-start=\"2297\" data-end=\"2300\"\u003e• Gate codes \u0026amp; access instructions\u003cbr data-start=\"2334\" data-end=\"2337\"\u003e• Distance from truck to door\u003c\/p\u003e\n\u003cp data-start=\"2370\" data-end=\"2465\"\u003eBecause access logistics affect labor, time, and pricing.\u003c\/p\u003e\n\u003chr data-start=\"2467\" data-end=\"2470\"\u003e\n\u003ch3 data-start=\"2472\" data-end=\"2505\"\u003e📦 Move Size \u0026amp; Packing Status\u003c\/h3\u003e\n\u003cp data-start=\"2506\" data-end=\"2728\"\u003e• Studio to 4+ bedroom selection\u003cbr data-start=\"2538\" data-end=\"2541\"\u003e• Office employee count (if commercial)\u003cbr data-start=\"2580\" data-end=\"2583\"\u003e• Approximate square footage\u003cbr data-start=\"2611\" data-end=\"2614\"\u003e• Packing status (fully packed, mostly packed, packing needed)\u003cbr data-start=\"2676\" data-end=\"2679\"\u003e• Estimated box count\u003cbr data-start=\"2700\" data-end=\"2703\"\u003e• Fragile packing needs\u003c\/p\u003e\n\u003cp data-start=\"2730\" data-end=\"2810\"\u003eNo more guessing crew size or truck space.\u003c\/p\u003e\n\u003chr data-start=\"2812\" data-end=\"2815\"\u003e\n\u003ch3 data-start=\"2817\" data-end=\"2852\"\u003e🏋 Specialty \u0026amp; High-Value Items\u003c\/h3\u003e\n\u003cp data-start=\"2853\" data-end=\"2987\"\u003e• Piano\u003cbr data-start=\"2860\" data-end=\"2863\"\u003e• Safe\u003cbr data-start=\"2869\" data-end=\"2872\"\u003e• Pool table\u003cbr data-start=\"2884\" data-end=\"2887\"\u003e• Appliances\u003cbr data-start=\"2899\" data-end=\"2902\"\u003e• Gym equipment\u003cbr data-start=\"2917\" data-end=\"2920\"\u003e• Artwork\u003cbr data-start=\"2929\" data-end=\"2932\"\u003e• Antiques\u003cbr data-start=\"2942\" data-end=\"2945\"\u003e• Server equipment\u003cbr data-start=\"2963\" data-end=\"2966\"\u003e• Custom line items\u003c\/p\u003e\n\u003cp data-start=\"2989\" data-end=\"3084\"\u003eHelps you prepare equipment and avoid move-day surprises.\u003c\/p\u003e\n\u003chr data-start=\"3086\" data-end=\"3089\"\u003e\n\u003ch3 data-start=\"3091\" data-end=\"3123\"\u003e⚠ Additional Move Conditions\u003c\/h3\u003e\n\u003cp data-start=\"3124\" data-end=\"3268\"\u003e• Long carry\u003cbr data-start=\"3136\" data-end=\"3139\"\u003e• Narrow hallways\u003cbr data-start=\"3156\" data-end=\"3159\"\u003e• Tight staircases\u003cbr data-start=\"3177\" data-end=\"3180\"\u003e• Limited parking\u003cbr data-start=\"3197\" data-end=\"3200\"\u003e• Multiple stops\u003cbr data-start=\"3216\" data-end=\"3219\"\u003e• Same-day closing\u003cbr data-start=\"3237\" data-end=\"3240\"\u003e• Other special conditions\u003c\/p\u003e\n\u003cp data-start=\"3270\" data-end=\"3368\"\u003eThese details protect your pricing and scheduling decisions.\u003c\/p\u003e\n\u003chr data-start=\"3370\" data-end=\"3373\"\u003e\n\u003ch3 data-start=\"3375\" data-end=\"3410\"\u003e🔒 Valuables \u0026amp; Restricted Items\u003c\/h3\u003e\n\u003cp data-start=\"3411\" data-end=\"3583\"\u003eClient acknowledgment that cash, jewelry, documents, firearms, hazardous materials, and perishables are not transported unless agreed.\u003c\/p\u003e\n\u003cp data-start=\"3585\" data-end=\"3629\"\u003eThis reduces liability risk before move day.\u003c\/p\u003e\n\u003chr data-start=\"3631\" data-end=\"3634\"\u003e\n\u003ch3 data-start=\"3636\" data-end=\"3671\"\u003e✍ Client Acknowledgment Section\u003c\/h3\u003e\n\u003cp data-start=\"3672\" data-end=\"3859\"\u003eIncludes signature, printed name, and date confirmation — documenting that all provided information is accurate and may affect pricing if incomplete.\u003c\/p\u003e\n\u003cp data-start=\"3861\" data-end=\"3905\"\u003eProfessional onboarding. Clear expectations.\u003c\/p\u003e\n\u003chr data-start=\"3907\" data-end=\"3910\"\u003e\n\u003ch2 data-start=\"3912\" data-end=\"3944\"\u003e📄 What You Receive (2 Files)\u003c\/h2\u003e\n\u003cp data-start=\"3946\" data-end=\"4023\"\u003e✔ Fill-Ready PDF\u003cbr data-start=\"3962\" data-end=\"3965\"\u003ePerfect for email intake, tablets, or printed job packets.\u003c\/p\u003e\n\u003cp data-start=\"4025\" data-end=\"4182\"\u003e✔ Fully Editable Word Document (.docx)\u003cbr data-start=\"4063\" data-end=\"4066\"\u003eCustomize wording, add branding, modify service categories, adjust logistics fields, or adapt for local regulations.\u003c\/p\u003e\n\u003cp data-start=\"4184\" data-end=\"4215\"\u003eReusable for unlimited clients.\u003c\/p\u003e\n\u003cp data-start=\"4217\" data-end=\"4279\"\u003eNo subscriptions.\u003cbr data-start=\"4234\" data-end=\"4237\"\u003eNo hidden upgrades.\u003cbr data-start=\"4256\" data-end=\"4259\"\u003eEverything included.\u003c\/p\u003e\n\u003chr data-start=\"4281\" data-end=\"4284\"\u003e\n\u003ch2 data-start=\"4286\" data-end=\"4312\"\u003e💼 Who This Form Is For\u003c\/h2\u003e\n\u003cp data-start=\"4314\" data-end=\"4326\"\u003ePerfect for:\u003c\/p\u003e\n\u003cp data-start=\"4328\" data-end=\"4525\"\u003e✔ Residential moving companies\u003cbr data-start=\"4358\" data-end=\"4361\"\u003e✔ Commercial movers\u003cbr data-start=\"4380\" data-end=\"4383\"\u003e✔ Local \u0026amp; long-distance operators\u003cbr data-start=\"4416\" data-end=\"4419\"\u003e✔ Packing \u0026amp; loading specialists\u003cbr data-start=\"4450\" data-end=\"4453\"\u003e✔ Storage-based moving businesses\u003cbr data-start=\"4486\" data-end=\"4489\"\u003e✔ Solo operators and growing crews\u003c\/p\u003e\n\u003cp data-start=\"4527\" data-end=\"4633\"\u003eIf you schedule moves, dispatch trucks, and manage crews — this intake form should be part of your system.\u003c\/p\u003e\n\u003chr data-start=\"4635\" data-end=\"4638\"\u003e\n\u003ch2 data-start=\"4640\" data-end=\"4707\"\u003e🔥 Why Professional Moving Companies Use Structured Intake Forms\u003c\/h2\u003e\n\u003cp data-start=\"4709\" data-end=\"4975\"\u003e• Improves estimate accuracy\u003cbr data-start=\"4737\" data-end=\"4740\"\u003e• Reduces move-day surprises\u003cbr data-start=\"4768\" data-end=\"4771\"\u003e• Protects against underquoting\u003cbr data-start=\"4802\" data-end=\"4805\"\u003e• Clarifies access challenges\u003cbr data-start=\"4834\" data-end=\"4837\"\u003e• Speeds up scheduling\u003cbr data-start=\"4859\" data-end=\"4862\"\u003e• Supports smoother crew preparation\u003cbr data-start=\"4898\" data-end=\"4901\"\u003e• Reduces liability exposure\u003cbr data-start=\"4929\" data-end=\"4932\"\u003e• Creates a professional first impression\u003c\/p\u003e\n\u003cp data-start=\"4977\" data-end=\"5003\"\u003eThis isn’t just paperwork.\u003c\/p\u003e\n\u003cp data-start=\"5005\" data-end=\"5033\"\u003eIt’s operational protection.\u003c\/p\u003e\n\u003chr data-start=\"5035\" data-end=\"5038\"\u003e\n\u003ch2 data-start=\"5040\" data-end=\"5062\"\u003e🥷 Final Ninja Note\u003c\/h2\u003e\n\u003cp data-start=\"5064\" data-end=\"5106\"\u003eSuccessful moves don’t happen by accident.\u003c\/p\u003e\n\u003cp data-start=\"5108\" data-end=\"5143\"\u003eThey happen because of preparation.\u003c\/p\u003e\n\u003cp data-start=\"5145\" data-end=\"5335\" data-is-last-node=\"\" data-is-only-node=\"\"\u003eThe \u003cstrong data-start=\"5149\" data-end=\"5178\"\u003eMoving Client Intake Form\u003c\/strong\u003e helps you gather the right information, protect your margins, and operate your moving business with clarity, confidence, and control — the smart way. 📦🚚⚔️\u003c\/p\u003e","brand":"My Business Ninja","offers":[{"title":"Default Title","offer_id":48178065506559,"sku":null,"price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0785\/5207\/2447\/files\/ClientIntakeForm_5afe7e2e-81df-49bc-a0d4-ba0a1622ab4a.png?v=1771381446","url":"https:\/\/mybusinessninja.net\/products\/moving-client-intake-form-template-pdf-word","provider":"My Business Ninja","version":"1.0","type":"link"}