A handyman intake sheet gathers the customer’s repair list before the business commits to price, parts, or timing. It captures repair tasks, access constraints, customer supplied parts, property type, photos available, urgency, and scheduling preferences. The record helps separate a clear small repair from work that needs an on-site assessment or a different licensed specialist, without making technical conclusions during the first contact.
Collect a task-by-task request
Record customer contact, job location, property type, each repair task, affected room or item, visible symptoms, and the desired outcome. Ask for measurements or photos only when they help schedule assessment.
Identify access and part context
Note stairs, parking, pets, tenant coordination, work-hour limits, access constraints, and customer supplied parts. Mark whether parts are already purchased, still being selected, or require inspection.
Choose the next operational step
Record urgency and preferred appointment, then decide whether the next record is a remote estimate, site visit, or declined referral. Move verified scope into the estimate instead of treating intake descriptions as final facts.
How to use this printable
- Write each repair request in the customer’s words.
- Capture location, condition, access, and part details.
- Flag items requiring inspection or another service provider.
- Schedule assessment or prepare an estimate from confirmed facts.
Printing notes
- Print on US Letter paper at 100% or Actual size so table rows and signature lines keep their intended spacing.
- Use one copy for each customer, appointment, job, reporting period, or approval cycle instead of overwriting an earlier record.
- Write in dark ink and scan the completed sheet if the business keeps a digital archive.
Handyman · Customer Intake
A US Letter printable customer intake for handyman service teams, with fields for repair tasks, customer details, scheduling, and operational notes.
- US Letter
- 1 page
- No required signup
What this printable records
Use the labeled areas below as a field guide before printing or adapting the form for your workflow.
- Customer name
- A short handwritten text entry.
- Customer phone / email
- A short handwritten text entry.
- Job location
- A short handwritten text entry.
- Record date
- A date entry for the printed record.
- Repair tasks
- A short handwritten text entry.
- Access constraints
- A set of options to mark by hand.
- Customer supplied parts
- A larger area for operational notes.
- Preferred contact method
- A set of options to mark by hand.
- Requested repair tasks
- A larger area for operational notes.
- Preferred schedule
- A short handwritten text entry.
- Access / preparation notes
- A larger area for operational notes.
- Additional intake notes
- A larger area for operational notes.
Printing notes
- Use US Letter paper and choose 100% or Actual size in the print dialog.
- Check the preview before printing so table rows and signature lines keep their spacing.
- Use a fresh copy for each job, customer, reporting period, or approval cycle.