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Mobile Auto Detailing / Customer Intake

Mobile Auto Detailing Customer Intake

A US Letter printable customer intake for mobile auto detailing teams, with fields for vehicle / service package, 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
Vehicle owner nameWrite or type your details
Vehicle owner phone / emailWrite or type your details
Service locationWrite or type your details
Record dateWrite or type your details
Vehicle detailsWrite or type your details
Detail packageExterior · Interior · Full detail · Other
Condition notesSpace for notes
Preferred contact methodPhone · Email · Text · Other
Requested vehicle / service packageSpace for notes
Preferred scheduleWrite or type your details
Access / preparation notesSpace for notes
Additional intake notesSpace for notes
Vehicle / registration / job referenceWrite or type your details
Observation date / reviewerWrite or type your details
Agreed package and explicit exclusionsWrite or type your details
Front / bonnet - existing marksSpace for notes
Left side - existing marksSpace for notes
Right side - existing marksSpace for notes
Rear / boot - existing marksSpace for notes
Roof / glass - existing marksSpace for notes
Wheels / trim - existing marksSpace for notes
Interior - seats, carpets, trim and existing concernsSpace for notes
Photo references / areas not inspectedWrite or type your details
Vehicle / job referenceWrite or type your details
Completion review date / reviewerWrite or type your details
Scope / completion / not applicable: Exterior body - agreed clean, Wheels / tyres - agreed work, Exterior glass - agreed work, Seats / upholstery - agreed work, Carpets / mats - agreed work, Interior trim - agreed work, Interior glass - agreed work, Other treatment - describe separately belowIn scope · Done · Not applicable
Other agreed treatment, products or explicit exclusionsSpace for notes
Remaining marks, unfinished work or owner concernsSpace for notes
Follow-up / responsible person / dateWrite or type your details
Worker review name / dateWrite or type your details
Owner review name / dateWrite or type your details

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

Vehicle condition and handover task pages

This 3-page PDF keeps the original owner intake on page 1. Page 2 adds a generic front/rear/left/right orientation sketch and separate observation fields for existing exterior marks, interior concerns, photos and areas not inspected. Page 3 separates agreed exterior and interior tasks from actual completion and the owner’s unresolved observations.

Fictional vehicle intake example

Job DETAIL-104: the owner requests interior work. Record an existing mark on the rear seat in Interior concerns before work and identify its photo in Photo references. Leave exterior task scope boxes blank unless agreed. At handover, record a remaining mark and the next agreed action rather than marking its removal Done.

Does the diagram establish damage liability?

No. It is a generic orientation reference for observation notes, not a model-specific panel diagram, mechanical inspection or waiver. Worker and owner review names record who reviewed the result; they do not prove every mark was removed.

Record a vehicle owner’s detailing request and practical preparation before choosing a package and confirming a visit.

Which fields matter for this task?

Requested vehicle / service package
Record what the owner wants, then confirm the package before work starts.
Condition notes
Distinguish an owner-reported issue from an observation you have personally made.
Access / preparation notes
Record practical arrangements, not key codes, passwords or unnecessary personal information.

Fictional filling example

This example is invented to show how the fields work. It is not a real customer, job, quotation, recommended price or tax treatment.

Vehicle details
Fictional five-seat hatchback AD-104
Detail package
Interior
Condition notes
Owner reports crumbs on rear seats
Preferred contact method
Text
Access / preparation notes
Owner will be present with keys

Questions about this task

Is the owner’s description a completed inspection?

No. State that it is owner-reported until you make and record the relevant observation.

Does this record authorise an extra charge?

It records the request. Use an estimate to describe an additional proposed service and price before changing the billed scope.

Keep a saved copy for each visit or record. The field list and preview above show what is actually included in this PDF.

Updated October 4, 2026: two task pages added to this customer intake PDF. The original version remains available above.

More forms for this workflow

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