Free: New Client Intake & Quick Estimate Sheet
A 2-page, print-and-use form for service-business operators — lawn care, snow, handyman, detailing. Take down everything you need on a new job and hand the client a clean estimate on the spot.
What's on the two pages
Page 1 — New Client Intake
- Contact info, property address, best contact method
- Gate code, dog on property, parking & access notes
- Services wanted checkboxes, lot size, billing preference
- How they heard about you, signature & date
Page 2 — Quick Estimate
- Job description and measured/estimated area
- Line-item table for services, quantities, rates, and totals
- Subtotal, notes/exclusions, estimate valid-until date
- Client acceptance signature block