Client Information

5.00 out of 5
(1 customer review)


20% OFF for a Limited Time!

A must have form for every trades-person.

You’ve entered your new client’s name and number into your phone’s contact list. The rest of the information still needs to land somewhere. Now at your fingertips is a form that keeps the information in one place. No more excuses for not being organized.

The Client Information sheet has space for basic contact information with room for a short project description, payment information, and additional notes.


Date, Tax Rate, Tax Code
Client Name, Email, Preferred Phone, Alternate Phone
Project Address, Billing Address
Year Built, House Style, Photos Before and After
Project Description
Entry Instructions
Lock Box, Combo, Location
Access to Restroom
Access to Electricity, Location of Breaker Box
Access to Water, Location of Shut off
Other members in household and pets
Payment method, Payment schedule
How did you hear about us
Source of Lead, Lead Acquisition Cost
Additional Information

One Page, Size 8.5” x 11”


The Client Information form comes in PDF format and is non-refundable.

Ordering Instructions

Be sure to provide the email address in which you want to receive the forms. You will receive an email from after payment is received that includes links to the pdfs.  All forms ordered will be included in one email. The image will be free of watermarks. You may download the pdf from the email as often as you would like, but only one email will be sent to you. We recommend that you save a copy in a file on your desktop or device so that you have access to the form when you need it.  Please contact us if you do not receive the email or if there you experience any issues with the email.


Forms are in PDF format. Do not purchase if you cannot open the PDF on your device. Contact us before ordering if you have questions as there are no refunds or exchanges due to the nature of digital products. However, we want to resolve any issues if you experience one. Please contact us should you have any questions with your order by using the contact form at

Contact Us

We would like to answer your questions. You may send a message by filling out the form. We strive to return messages within 24 hours.

Additional information



1 review for Client Information

  1. 5 out of 5


    Knowing details about my clients is absolute “must have” information. It’s vital to building our relationship and this form puts that info right at my fingertips.

    • The Contractor’s Accountant

      Roy, thank you for the great review. I’m glad to hear the form is working out for you!

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Client Information