Plumbing Service Client Intake Form

Running a plumbing business means responding quickly to client needs while capturing all the details necessary to provide efficient, professional service. This Plumbing Service Client Intake Form is designed specifically for plumbing contractors and service companies who need to qualify jobs, schedule appointments, and gather critical information before arriving on-site.

Whether you're handling emergency burst pipes or routine maintenance calls, this form helps you triage urgency levels, collect property details, understand access requirements, and see photo evidence of the problem—all before you leave the workshop. No more back-and-forth phone calls or missing critical details that slow down your team.

Perfect for plumbers, HVAC contractors, and home service businesses, this template captures everything from property type and contact preferences to visual documentation and preferred appointment times. You can embed it on your website, share it via SMS after an initial call, or include it in your Google Business Profile to convert searchers into booked jobs faster.

Once a client submits the form, you can use Stepper (stepper.io) to automatically route emergency calls to your on-call technician, create jobs in your scheduling software, send confirmation texts, and even trigger follow-up sequences for quotes or pre-visit reminders. This keeps your team coordinated and your clients informed without adding admin overhead.

Built on Paperform, this template is fully customizable—add your logo, adjust the fields for your service area, connect your calendar for real-time booking, and integrate with your CRM or project management tools. It's the modern, mobile-friendly intake experience your clients expect and the operational backbone your growing plumbing business needs.