Electrician New Customer Intake & Project Form

Running an electrical contracting business means juggling service calls, project estimates, and new customer onboarding—often across multiple sites in a single day. This Electrician New Customer Intake & Project Form streamlines your first point of contact with every new client, replacing scattered phone notes and email threads with a single, professional intake experience.

Built for electrical contractors, independent electricians, and electrical service companies, this form captures everything you need to assess a project and prepare an accurate quote: customer contact details, property information, project scope, electrical panel specifications, permit requirements, timeline expectations, and any safety or access considerations. By collecting structured information upfront, you can reduce back-and-forth, spot red flags early, and arrive on-site fully prepared.

Paperform makes it easy to stand out professionally. Customize the form with your company branding, logo, and colors, then embed it on your website or share a direct link via email, text, or social media. Conditional logic ensures customers only see questions relevant to their project type—residential rewiring flows differently than commercial panel upgrades—so the form feels tailored, not generic.

Once a customer submits, you can automate what happens next using Stepper (stepper.io). Route new leads to your CRM, create a job card in your project management tool, notify your team via Slack or email, schedule a site visit, and even trigger a follow-up sequence—all without touching a spreadsheet. That means less admin time and faster response times, which helps you win more jobs.

For contractors managing multiple crews or offering payment plans, Paperform's built-in payment features let you collect deposits, invoice for materials, or even sell service packages directly through the form. And if you need signed agreements for major projects, Papersign (papersign.com) can turn submissions into contracts ready for eSignature, keeping everything linked and audit-ready.

Whether you're a solo electrician building your client base or an established electrical services company looking to modernize intake and estimation, this template gives you a professional, mobile-friendly form that works as hard as you do.