{"product_id":"windows-doors-installation-client-intake-form","title":"Client Intake Form (Core) - Windows and Doors Installation","description":"\u003ch2 data-start=\"328\" data-end=\"383\" style=\"text-align: center;\"\u003e🥷 Windows \u0026amp; Doors Installation Client Intake Form\u003c\/h2\u003e\n\u003ch3 data-start=\"384\" data-end=\"442\" style=\"text-align: center;\"\u003eProfessional Client Onboarding \u0026amp; Project Planning Form\u003c\/h3\u003e\n\u003cp data-start=\"444\" data-end=\"476\" style=\"text-align: center;\"\u003e\u003cstrong data-start=\"444\" data-end=\"476\"\u003ePDF + Editable Word Download\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp data-start=\"478\" data-end=\"590\"\u003eStart every window and door installation project with clarity, accuracy, and Ninja-level professionalism. 🪟🚪⚔️\u003c\/p\u003e\n\u003cp data-start=\"592\" data-end=\"905\"\u003eThe \u003cstrong data-start=\"596\" data-end=\"647\"\u003eWindows \u0026amp; Doors Installation Client Intake Form\u003c\/strong\u003e 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 \u003cstrong data-start=\"848\" data-end=\"904\"\u003ebefore estimating, scheduling, or ordering materials\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp data-start=\"907\" data-end=\"1200\"\u003eThis 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.\u003c\/p\u003e\n\u003cp data-start=\"1202\" data-end=\"1400\"\u003eWhether 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.\u003c\/p\u003e\n\u003cp data-start=\"1402\" data-end=\"1529\"\u003eIf you want cleaner estimates, smoother scheduling, and fewer on-site issues — this form belongs at the front of your workflow.\u003c\/p\u003e\n\u003chr data-start=\"1531\" data-end=\"1534\"\u003e\n\u003ch2 data-start=\"1536\" data-end=\"1576\"\u003e⚔️ What This Intake Form Helps You Do\u003c\/h2\u003e\n\u003cp data-start=\"1578\" data-end=\"1640\"\u003eThis professional windows and doors intake form allows you to:\u003c\/p\u003e\n\u003cp data-start=\"1642\" data-end=\"2111\"\u003e✔ Capture complete client and contact information\u003cbr data-start=\"1691\" data-end=\"1694\"\u003e✔ Document service location and property details\u003cbr data-start=\"1742\" data-end=\"1745\"\u003e✔ Identify installation type (new, replacement, retrofit, remodel)\u003cbr data-start=\"1811\" data-end=\"1814\"\u003e✔ Record window and door specifications clearly\u003cbr data-start=\"1861\" data-end=\"1864\"\u003e✔ Note material preferences and product sourcing\u003cbr data-start=\"1912\" data-end=\"1915\"\u003e✔ Document access limitations and site conditions\u003cbr data-start=\"1964\" data-end=\"1967\"\u003e✔ Identify potential issues before installation\u003cbr data-start=\"2014\" data-end=\"2017\"\u003e✔ Align expectations on timeline and scope\u003cbr data-start=\"2059\" data-end=\"2062\"\u003e✔ Prepare more accurate estimates and schedules\u003c\/p\u003e\n\u003cp data-start=\"2113\" data-end=\"2216\"\u003eEverything is structured so you can plan confidently \u003cstrong data-start=\"2166\" data-end=\"2215\"\u003ebefore final measurements or installation day\u003c\/strong\u003e.\u003c\/p\u003e\n\u003chr data-start=\"2218\" data-end=\"2221\"\u003e\n\u003ch2 data-start=\"2223\" data-end=\"2266\"\u003e🧰 What’s Included (PDF + Editable Word)\u003c\/h2\u003e\n\u003cp data-start=\"2268\" data-end=\"2365\"\u003e✔ \u003cstrong data-start=\"2270\" data-end=\"2288\"\u003eFill-Ready PDF\u003c\/strong\u003e\u003cbr data-start=\"2288\" data-end=\"2291\"\u003ePerfect for email intake, tablets, client portals, or printed job packets.\u003c\/p\u003e\n\u003cp data-start=\"2367\" data-end=\"2511\"\u003e✔ \u003cstrong data-start=\"2369\" data-end=\"2409\"\u003eFully Editable Word Document (.docx)\u003c\/strong\u003e\u003cbr data-start=\"2409\" data-end=\"2412\"\u003eCustomize fields, options, wording, and layout to match how your window and door business operates.\u003c\/p\u003e\n\u003chr data-start=\"2513\" data-end=\"2516\"\u003e\n\u003ch2 data-start=\"2518\" data-end=\"2548\"\u003e🥷 Built-In Ninja Precision\u003c\/h2\u003e\n\u003cp data-start=\"2550\" data-end=\"2670\"\u003eThis professionally formatted \u003cstrong data-start=\"2580\" data-end=\"2631\"\u003eWindows \u0026amp; Doors Installation Client Intake Form\u003c\/strong\u003e includes clearly defined sections for:\u003c\/p\u003e\n\u003ch3 data-start=\"2672\" data-end=\"2699\"\u003e🏢 Client Information\u003c\/h3\u003e\n\u003cp data-start=\"2700\" data-end=\"2795\"\u003e• Client name and contact details\u003cbr data-start=\"2733\" data-end=\"2736\"\u003e• Company name (if applicable)\u003cbr data-start=\"2766\" data-end=\"2769\"\u003e• Phone number and email\u003c\/p\u003e\n\u003ch3 data-start=\"2797\" data-end=\"2841\"\u003e📍 Service Location \u0026amp; Property Details\u003c\/h3\u003e\n\u003cp data-start=\"2842\" data-end=\"3055\"\u003e• Service address\u003cbr data-start=\"2859\" data-end=\"2862\"\u003e• Billing address (if different)\u003cbr data-start=\"2894\" data-end=\"2897\"\u003e• Property type (residential or commercial)\u003cbr data-start=\"2940\" data-end=\"2943\"\u003e• Occupancy status (owner-occupied, tenant, vacant)\u003cbr data-start=\"2994\" data-end=\"2997\"\u003e• Approximate home age\u003cbr data-start=\"3019\" data-end=\"3022\"\u003e• HOA or community restrictions\u003c\/p\u003e\n\u003ch3 data-start=\"3057\" data-end=\"3091\"\u003e🪟 Project Type (Checkboxes)\u003c\/h3\u003e\n\u003cp data-start=\"3092\" data-end=\"3287\"\u003e• Window installation\u003cbr data-start=\"3113\" data-end=\"3116\"\u003e• Window replacement\u003cbr data-start=\"3136\" data-end=\"3139\"\u003e• Door installation\u003cbr data-start=\"3158\" data-end=\"3161\"\u003e• Door replacement\u003cbr data-start=\"3179\" data-end=\"3182\"\u003e• Retrofit installation\u003cbr data-start=\"3205\" data-end=\"3208\"\u003e• New construction installation\u003cbr data-start=\"3239\" data-end=\"3242\"\u003e• Remodel \/ existing structure installation\u003c\/p\u003e\n\u003cp data-start=\"3289\" data-end=\"3382\"\u003eOnly selected services are considered during estimating — keeping scope clear from the start.\u003c\/p\u003e\n\u003ch3 data-start=\"3384\" data-end=\"3423\"\u003e🪟 Window Details (If Applicable)\u003c\/h3\u003e\n\u003cp data-start=\"3424\" data-end=\"3567\"\u003e• Room or location\u003cbr data-start=\"3442\" data-end=\"3445\"\u003e• Window type and style\u003cbr data-start=\"3468\" data-end=\"3471\"\u003e• Approximate size\u003cbr data-start=\"3489\" data-end=\"3492\"\u003e• Quantity\u003cbr data-start=\"3502\" data-end=\"3505\"\u003e• Frame material preference\u003cbr data-start=\"3532\" data-end=\"3535\"\u003e• Notes or special preferences\u003c\/p\u003e\n\u003ch3 data-start=\"3569\" data-end=\"3606\"\u003e🚪 Door Details (If Applicable)\u003c\/h3\u003e\n\u003cp data-start=\"3607\" data-end=\"3784\"\u003e• Location\u003cbr data-start=\"3617\" data-end=\"3620\"\u003e• Door type (entry, interior, sliding, patio, etc.)\u003cbr data-start=\"3671\" data-end=\"3674\"\u003e• Swing and style\u003cbr data-start=\"3691\" data-end=\"3694\"\u003e• Approximate size\u003cbr data-start=\"3712\" data-end=\"3715\"\u003e• Quantity\u003cbr data-start=\"3725\" data-end=\"3728\"\u003e• Material preference\u003cbr data-start=\"3749\" data-end=\"3752\"\u003e• Notes or special preferences\u003c\/p\u003e\n\u003ch3 data-start=\"3786\" data-end=\"3823\"\u003e🚧 Existing Conditions \u0026amp; Access\u003c\/h3\u003e\n\u003cp data-start=\"3824\" data-end=\"3951\"\u003e• Removal or trim considerations\u003cbr data-start=\"3856\" data-end=\"3859\"\u003e• Potential rot or water damage\u003cbr data-start=\"3890\" data-end=\"3893\"\u003e• Access notes (pets, furniture, alarms, parking, gates)\u003c\/p\u003e\n\u003ch3 data-start=\"3953\" data-end=\"3988\"\u003e📦 Product Selection \u0026amp; Supply\u003c\/h3\u003e\n\u003cp data-start=\"3989\" data-end=\"4082\"\u003e• Contractor-supplied vs client-supplied products\u003cbr data-start=\"4038\" data-end=\"4041\"\u003e• Brand or model preferences (if known)\u003c\/p\u003e\n\u003ch3 data-start=\"4084\" data-end=\"4114\"\u003e📅 Scheduling \u0026amp; Timeline\u003c\/h3\u003e\n\u003cp data-start=\"4115\" data-end=\"4183\"\u003e• Desired installation timeframe\u003cbr data-start=\"4147\" data-end=\"4150\"\u003e• Special timing considerations\u003c\/p\u003e\n\u003ch3 data-start=\"4185\" data-end=\"4214\"\u003e✍ Client Acknowledgment\u003c\/h3\u003e\n\u003cp data-start=\"4215\" data-end=\"4381\"\u003e• Confirmation information is accurate\u003cbr data-start=\"4253\" data-end=\"4256\"\u003e• Understanding that final pricing and scope are confirmed in a formal estimate and agreement\u003cbr data-start=\"4349\" data-end=\"4352\"\u003e• Client signature and date\u003c\/p\u003e\n\u003chr data-start=\"4383\" data-end=\"4386\"\u003e\n\u003ch2 data-start=\"4388\" data-end=\"4414\"\u003e💼 Who This Form Is For\u003c\/h2\u003e\n\u003cp data-start=\"4416\" data-end=\"4428\"\u003ePerfect for:\u003c\/p\u003e\n\u003cp data-start=\"4430\" data-end=\"4670\"\u003e✔ Window installation businesses\u003cbr data-start=\"4462\" data-end=\"4465\"\u003e✔ Window replacement contractors\u003cbr data-start=\"4497\" data-end=\"4500\"\u003e✔ Door installation and replacement companies\u003cbr data-start=\"4545\" data-end=\"4548\"\u003e✔ Residential remodeling contractors\u003cbr data-start=\"4584\" data-end=\"4587\"\u003e✔ New construction installers\u003cbr data-start=\"4616\" data-end=\"4619\"\u003e✔ Independent service providers and growing teams\u003c\/p\u003e\n\u003cp data-start=\"4672\" data-end=\"4786\"\u003eIf you inspect, plan, or quote window and door installation work — this intake form should be part of your system.\u003c\/p\u003e\n\u003chr data-start=\"4788\" data-end=\"4791\"\u003e\n\u003ch2 data-start=\"4793\" data-end=\"4843\"\u003e🔥 Why Window \u0026amp; Door Pros Love This Intake Form\u003c\/h2\u003e\n\u003cp data-start=\"4845\" data-end=\"5103\"\u003e• Improves estimate accuracy\u003cbr data-start=\"4873\" data-end=\"4876\"\u003e• Reduces installation-day surprises\u003cbr data-start=\"4912\" data-end=\"4915\"\u003e• Speeds up planning and scheduling\u003cbr data-start=\"4950\" data-end=\"4953\"\u003e• Creates a professional first impression\u003cbr data-start=\"4994\" data-end=\"4997\"\u003e• Saves time on follow-up questions\u003cbr data-start=\"5032\" data-end=\"5035\"\u003e• Helps prevent scope confusion\u003cbr data-start=\"5066\" data-end=\"5069\"\u003e• Reusable for unlimited clients\u003c\/p\u003e\n\u003cp data-start=\"5105\" data-end=\"5181\"\u003eThis is paperwork that \u003cstrong data-start=\"5128\" data-end=\"5180\"\u003estreamlines your workflow and protects your time\u003c\/strong\u003e.\u003c\/p\u003e\n\u003chr data-start=\"5183\" data-end=\"5186\"\u003e\n\u003ch2 data-start=\"5188\" data-end=\"5210\"\u003e🥷 Final Ninja Note\u003c\/h2\u003e\n\u003cp data-start=\"5212\" data-end=\"5277\"\u003eGreat window and door installations start with great information.\u003c\/p\u003e\n\u003cp data-start=\"5279\" data-end=\"5441\"\u003eThe \u003cstrong data-start=\"5283\" data-end=\"5334\"\u003eWindows \u0026amp; Doors Installation Client Intake Form\u003c\/strong\u003e helps you ask the right questions, plan projects correctly, and deliver professional results — every time.\u003c\/p\u003e\n\u003cp data-start=\"5443\" data-end=\"5552\"\u003eAdd it to your toolkit and onboard every client with \u003cstrong data-start=\"5496\" data-end=\"5544\"\u003eNinja-level clarity, confidence, and control\u003c\/strong\u003e. 🪟🚪⚔️\u003c\/p\u003e","brand":"My Business Ninja","offers":[{"title":"Default Title","offer_id":48150180266239,"sku":null,"price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0785\/5207\/2447\/files\/ClientIntakeForm_0802f98b-7074-4646-9c7c-be6ab5624196.png?v=1770669484","url":"https:\/\/mybusinessninja.net\/products\/windows-doors-installation-client-intake-form","provider":"My Business Ninja","version":"1.0","type":"link"}