Flooring Client Intake Form, Estimate Request Form, First Call Script, Job Site Checklist, Word Google Docs PDF

Flooring client intake form for Word, Google Docs & PDF: the questions that find hidden costs before you quote, a first-call script and job site checklist.

Ask every question before the measure – so the estimate is right the first time

A paper intake form, an online-form setup sheet, a first-call script and appointment confirmations.

WHO IT'S FOR
Flooring dealers and installers taking inbound calls

SOUNDS FAMILIAR?
✕ The measure visit turns into a second phone interview
✕ Pets, stairs, subfloor and budget never came up
✕ Leads go cold between the call and the visit

WHAT THIS PACK FIXES
✓ Every question asked once, on the first call
✓ Google Form version to put on your website
✓ Confirmation texts that keep the appointment

FLOORING CLIENT INTAKE FORM – WHAT YOU GET
• Flooring Client Intake Form (.docx + .pdf): Two-page intake with room to write by hand, in six parts: client and property (owner or renter, occupied, pets, access, insurance claim, other trades); rooms and what's there now; subfloor and conditions – the questions that find hidden costs (subfloor type, slab or crawlspace, soft spots, water history, radiant heat, glued or nailed, pre-1981 asbestos, door clearance, baseboard plan, transition heights, HVAC); what they want (product, style, budget band, who moves furniture back); scope checklist; next steps.
• Google Form Setup - Online Intake Questions (.docx + .pdf): The same questions written as a Google Form you can build in minutes, with the answer type for each and where to put the link.
• EXAMPLE - Flooring Intake Form (filled) (.docx + .pdf): Filled in for the Smith job at the first call, so your office can see what a complete one looks like – it's the intake that became the Flooring Estimate Template example (sold separately in our shop).
• First-Call Script & Appointment Confirmations (.docx + .pdf): What to say when the phone rings (a 3-minute script that fills the intake form and books the measure), answers to the three common objections, the confirmation text, the day-before reminder, what to bring to the measure, and the after-measure text.
• START HERE PDF: what's in the download, how to open it in Excel / Google Sheets or Word / Google Docs, a quick start and tips

HOW TO ACCESS
Instant digital download – nothing ships. After checkout Etsy shows a Download button, and the files stay under Purchases & Reviews on etsy.com (downloads don't work in the Etsy app – use a browser). The download is a ZIP: extract it first (Windows: right-click → Extract All; Mac: double-click), then open the files in Excel or Google Sheets and Word or Google Docs. Set it up once on a laptop, then use it anywhere. Because it's a digital file, returns aren't possible – but if something doesn't open or you're stuck, message us and we'll sort it out.

GET THE WHOLE SET
This pack is part of the Everything Bundle – all 42 Trade Templates Co. packs for $199 – and the Flooring Business Bundle ($99). Search our shop for "bundle".

Questions before you buy? Message us – we answer within a day.

AI disclosure: these templates were built with the assistance of AI tools and reviewed, tested and edited by the seller.