Roofing Contractor Client Intake Form

Streamline Your Roofing Business with Professional Client Intake Forms

Running a successful roofing contracting business means juggling multiple client inquiries, inspection schedules, and project details. This Roofing Contractor Client Intake Form template helps you capture all the essential information you need from potential clients in one organized, professional form—from initial contact through to inspection booking.

Whether you're handling insurance claims, emergency repairs, or complete roof replacements, this template is designed specifically for roofing contractors who want to qualify leads faster, gather accurate property information, and deliver a smooth client experience from day one.

What Makes This Form Essential for Roofing Contractors

This intake form captures everything you need to assess a roofing project before your first site visit: property details, current roof age and condition, visual documentation through photo uploads, insurance claim status, material preferences, and preferred inspection times. By collecting this information upfront, you can arrive at each job prepared with the right equipment, realistic timelines, and preliminary estimates.

The form includes conditional logic that adapts based on whether the client is filing an insurance claim, ensuring you gather the right documentation for each scenario. Photo uploads let homeowners show you problem areas like leaks, missing shingles, or storm damage before you arrive, helping you prioritize urgent jobs and prepare accurate quotes.

How Paperform Helps Roofing Contractors Work Smarter

With Paperform, you can embed this form directly on your website, share it via social media, or send it as a follow-up after phone inquiries. The built-in scheduling field connects to your calendar, letting clients book inspection appointments without the back-and-forth of phone tag.

Once a submission comes through, you can use Stepper to automatically create jobs in your project management system, send confirmation emails with pre-inspection checklists, update your CRM, and notify your team—keeping everyone aligned without manual data entry.

For roofing businesses that offer financing or require deposits, Paperform's integrated payment options through Stripe, PayPal, or Square let you collect inspection fees or project deposits right in the form. You can even use Papersign to turn approved estimates into contracts that clients can sign electronically, creating a seamless path from inquiry to signed agreement.

This template is designed for roofing contractors, restoration companies, and home improvement businesses serving residential and commercial clients. It's perfect for solo contractors looking to professionalize their intake process and growing teams that need consistent client information across multiple estimators.