Home / Estimating / Planning / Client Information Client Information 5.00 out of 5 (1 customer review) $4.99 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 Information quantity Add to cart Categories: Client Information, Planning, Project Management Description Additional information Reviews (1) Description Features: Date Client Name, Email, Preferred Phone, Alternate Phone Project Address, Billing Address Year Built, House Style, Photos Before and After Project Description Accessibility Parking 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. Returns 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 Brand FieldFormsOnline 1 review for Client Information 5 out of 5 Roy – October 10, 2021 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 – October 10, 2021 Roy, thank you for the great review. I’m glad to hear the form is working out for you! Add a review Cancel replyYour rating * Rate… Perfect Good Average Not that bad Very poor Your review *Name * Email * Save my name, email, and website in this browser for the next time I comment. Related products Jobsite Log0 out of 5 $4.99 Add to cart Subcontractor Information0 out of 5 $4.99 Add to cart Petty Cash and Miscellaneous Expense Sheet0 out of 5 $4.99 Add to cart
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!