Client Information

5.00 out of 5
(1 customer review)


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.

One Page, Size 8.5” x 11”



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 of the household and pets
Payment method, Payment schedule
How did you hear about us
Additional Information

One Page, Size 8.5” x 11”

The Client Information form comes in PDF format and is non-refundable. The pdf will be free of watermarks.

Ordering Information

Provide the email address where you want to receive the form.

Your order containing a pdf link for the form will appear shortly after purchase. Please allow 1-2 minutes for it to appear. Close the tab after retrieving the pdf and printing the order. You will also receive an email with a pdf link to the form. There is no limit on the number of downloads. Save a copy in a file on your desktop or device for easy access when you need it.

Get in touch with us if you do not receive the email or if you experience any issues with the email or download.


There are no returns due to the nature of digital products. Do not purchase if you cannot open a PDF on your device. Contact us before ordering if you have questions, as there are no refunds or exchanges. However, we want to resolve any issues if you experience one.

Contact Us

Don’t hesitate to get in touch if you have questions about your order by using the contact form.

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!

Add a review

Client Information