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Landscaping / Customer Intake

Landscaping Customer Intake

A US Letter printable customer intake for landscaping teams, with fields for property zones, customer details, scheduling, and operational notes.

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What’s included in this form

These fields match the downloadable PDF.

Business / service providerWrite or type your details
Business phone / emailWrite or type your details
Property owner nameWrite or type your details
Property owner phone / emailWrite or type your details
Property addressWrite or type your details
Record dateWrite or type your details
Property sizeWrite or type your details
Landscape serviceMowing · Pruning · Planting · Cleanup · Other
Green waste planSpace for notes
Preferred contact methodPhone · Email · Text · Other
Requested property zonesSpace for notes
Preferred scheduleWrite or type your details
Access / preparation notesSpace for notes
Additional intake notesSpace for notes

Download, fill in, and print

  1. Download the PDF and open the saved file in a PDF reader.
  2. Type into the fillable fields, or leave the form blank for handwriting.
  3. Choose US Letter (8.5 × 11 inches) and Actual size / 100% in the print dialog. Check the preview before printing.
  4. Keep completed forms in your own secure records.

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Using this form in your business

Use landscaping intake to understand the owner’s goals before promising design, price, or schedule. The sheet collects property size, landscape service interests, green waste plan, access, irrigation, drainage, sunlight, pets, use of the space, maintenance expectations, and budget conversation notes. It distinguishes what the owner wants from what the estimator later measures, recommends, or excludes during a site visit.

Understand the property and owner

Record owner contact, property address, property size, gate or parking access, pets, household use, irrigation, drainage concerns, sun exposure, and any existing plan or survey available.

Capture goals without designing prematurely

List requested landscape service, priority zones, preferred materials or plants, maintenance tolerance, timing, green waste plan, and examples the owner wants to discuss. Mark items needing measurement or specialist review.

Prepare a productive site visit

Note decision makers, walkthrough availability, preferred contact, access restrictions, and questions about utilities, permits, drainage, or property lines. Move confirmed measurements and recommendations into the estimate.

How to use this printable

  1. Listen to the owner’s goals for the property.
  2. Record site, access, irrigation, and maintenance context.
  3. Separate preferences from facts requiring measurement.
  4. Schedule the site visit and prepare the estimate checklist.

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.

More forms for this workflow

Use a separate form for the next task. An appointment, estimate, work record and invoice serve different purposes.