Client Intake Form (Core) - Water Damage Restoration

🥷 Water Damage Restoration Client Intake Form

Professional Mitigation & Restoration Onboarding Form

PDF + Editable Word Download

Start every water damage project with clarity, documentation, and Ninja-level organization. 💧⚔️

When a water loss call comes in, speed matters — but so does information.

If you don’t capture the right details upfront, you risk:
• Inaccurate estimates
• Equipment miscalculations
• Insurance confusion
• Liability exposure
• Scope misunderstandings

The Water Damage Restoration Client Intake Form is a professionally structured onboarding document built specifically for water damage mitigation and restoration contractors who need complete, documented information before inspection, estimating, or deploying equipment.

If you want smoother jobs, cleaner documentation, and fewer surprises — this form belongs at the front of your workflow.

⚔️ What This Intake Form Helps You Do

This professional water damage intake form allows you to:

✔ Capture complete property owner / authorized agent information
✔ Identify rental vs owner-occupied properties
✔ Document date, time, and cause of loss
✔ Determine if water is still active
✔ Record affected areas clearly
✔ Identify water category (Category 1, 2, or 3)
✔ Collect insurance and adjuster details
✔ Document prior moisture or mold issues
✔ Identify health sensitivities or hazard concerns
✔ Capture access instructions and emergency contact info
✔ Obtain written acknowledgment before inspection

Everything is structured so you can respond confidently and professionally from the first call.

🧰 Built Specifically for Water Damage Workflows

This intake form includes clearly defined sections for:

🏠 Client & Property Information

• Property owner / authorized agent
• Phone, email, preferred contact method
• Emergency contact
• Service address
• Rental property status (owner, tenant, property manager)

Keeps your documentation organized from day one.

💧 Loss Details

• Date and time of loss
• Cause of water damage (burst pipe, roof leak, sewer backup, appliance failure, storm water, HVAC condensation, etc.)
• Confirmation if water is still active

Capturing this early helps you determine urgency and equipment needs.

🏗 Affected Areas

• Kitchen
• Bathroom
• Bedrooms
• Basement
• Hallway
• Garage
• Laundry
• Other

Clear area documentation improves estimate accuracy later.

🚨 Water Category Identification

• Category 1 (Clean Water)
• Category 2 (Gray Water)
• Category 3 (Black Water)
• Unknown at intake

This section protects your scope and pricing decisions during mitigation.

🛡 Insurance Information

• Insurance company
• Policyholder name
• Claim number
• Adjuster contact

Includes clear notice that insurance involvement does not remove client responsibility — critical protection for restoration companies.

⚠ Prior Conditions & Concerns

• Previous water damage
• Mold or moisture history
• Structural concerns
• Electrical hazards
• Pets in home
• Occupants with health sensitivities

This protects your crew and your liability.

🔐 Access & Authorization Notes

• Preferred access times
• Gate / lockbox / alarm instructions
• Additional notes
• Client acknowledgment and signature

Everything documented before inspection begins.

📄 What’s Included (PDF + Editable Word)

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

✔ Fully Editable Word Document (.docx)
Customize wording, add your logo, modify checkboxes, or adjust intake categories to match how your restoration company operates.

Reusable for unlimited projects.

💼 Who This Intake Form Is For

Perfect for:

✔ Water damage mitigation companies
✔ Restoration & rebuild contractors
✔ Insurance-based service providers
✔ Emergency response contractors
✔ Solo operators and growing crews

If you inspect, estimate, mitigate, or restore water damage — this intake form should be part of your system.

🔥 Why Restoration Pros Love This Form

• Improves estimate accuracy
• Reduces missed information
• Speeds up insurance communication
• Protects against liability surprises
• Creates a professional first impression
• Saves time on follow-up questions
• Reusable for unlimited water loss projects

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

🥷 Final Ninja Note

Professional restoration companies don’t rely on scattered notes and rushed phone calls.

They use structured systems.

The Water Damage Restoration Client Intake Form helps you gather the right information, protect your business, and respond to every water loss with clarity, confidence, and control. 💧⚔️