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
- Listen to the owner’s goals for the property.
- Record site, access, irrigation, and maintenance context.
- Separate preferences from facts requiring measurement.
- 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.
Landscaping · Customer Intake
A US Letter printable customer intake for landscaping teams, with fields for property zones, 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.
- Property owner name
- A short handwritten text entry.
- Property owner phone / email
- A short handwritten text entry.
- Property address
- A short handwritten text entry.
- Record date
- A date entry for the printed record.
- Property size
- A short handwritten text entry.
- Landscape service
- A set of options to mark by hand.
- Green waste plan
- A larger area for operational notes.
- Preferred contact method
- A set of options to mark by hand.
- Requested property zones
- 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.