Client Intake Form (Core) - Windows and Doors Installation

🥷 Windows & Doors Installation Client Intake Form

Professional Client Onboarding & Project Planning Form

PDF + Editable Word Download

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

The Windows & Doors Installation Client Intake Form is a professionally structured onboarding document designed specifically for window and door installers, replacement contractors, and installation businesses that want to gather the right information before estimating, scheduling, or ordering materials.

This form helps you capture essential client details, property information, project type, window and door specifications, access conditions, product preferences, and scheduling needs — so you can prepare accurate estimates, plan installations efficiently, and avoid surprises once work begins.

Whether you’re quoting window replacements, door installations, retrofit projects, or new construction installs, this intake form ensures every job starts organized, professional, and under control.

If you want cleaner estimates, smoother scheduling, and fewer on-site issues — this form belongs at the front of your workflow.

⚔️ What This Intake Form Helps You Do

This professional windows and doors intake form allows you to:

✔ Capture complete client and contact information
✔ Document service location and property details
✔ Identify installation type (new, replacement, retrofit, remodel)
✔ Record window and door specifications clearly
✔ Note material preferences and product sourcing
✔ Document access limitations and site conditions
✔ Identify potential issues before installation
✔ Align expectations on timeline and scope
✔ Prepare more accurate estimates and schedules

Everything is structured so you can plan confidently before final measurements or installation day.

🧰 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, options, wording, and layout to match how your window and door business operates.

🥷 Built-In Ninja Precision

This professionally formatted Windows & Doors Installation Client Intake Form includes clearly defined sections for:

🏢 Client Information

• Client name and contact details
• Company name (if applicable)
• Phone number and email

📍 Service Location & Property Details

• Service address
• Billing address (if different)
• Property type (residential or commercial)
• Occupancy status (owner-occupied, tenant, vacant)
• Approximate home age
• HOA or community restrictions

🪟 Project Type (Checkboxes)

• Window installation
• Window replacement
• Door installation
• Door replacement
• Retrofit installation
• New construction installation
• Remodel / existing structure installation

Only selected services are considered during estimating — keeping scope clear from the start.

🪟 Window Details (If Applicable)

• Room or location
• Window type and style
• Approximate size
• Quantity
• Frame material preference
• Notes or special preferences

🚪 Door Details (If Applicable)

• Location
• Door type (entry, interior, sliding, patio, etc.)
• Swing and style
• Approximate size
• Quantity
• Material preference
• Notes or special preferences

🚧 Existing Conditions & Access

• Removal or trim considerations
• Potential rot or water damage
• Access notes (pets, furniture, alarms, parking, gates)

📦 Product Selection & Supply

• Contractor-supplied vs client-supplied products
• Brand or model preferences (if known)

📅 Scheduling & Timeline

• Desired installation timeframe
• Special timing considerations

✍ Client Acknowledgment

• Confirmation information is accurate
• Understanding that final pricing and scope are confirmed in a formal estimate and agreement
• Client signature and date

💼 Who This Form Is For

Perfect for:

✔ Window installation businesses
✔ Window replacement contractors
✔ Door installation and replacement companies
✔ Residential remodeling contractors
✔ New construction installers
✔ Independent service providers and growing teams

If you inspect, plan, or quote window and door installation work — this intake form should be part of your system.

🔥 Why Window & Door Pros Love This Intake Form

• Improves estimate accuracy
• Reduces installation-day surprises
• Speeds up planning and scheduling
• Creates a professional first impression
• Saves time on follow-up questions
• Helps prevent scope confusion
• Reusable for unlimited clients

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

🥷 Final Ninja Note

Great window and door installations start with great information.

The Windows & Doors 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 client with Ninja-level clarity, confidence, and control. 🪟🚪⚔️