Collect contact details, project scope, budget range, timeline and preferences in one client intake form, and download it as a PDF.
A client intake form gathers everything you need before quoting or starting work, so you do not have to chase details later. Fill in this one with a client on a call, or use it to design your own questionnaire, then save it as a PDF for the job file.
What to ask
Contact details and the best way to reach them; what they want done and why; budget range; timeline and any fixed deadlines; decision-makers; access or site constraints; and how they heard about you. Ask only for what you need, and keep personal data secure.
Frequently asked questions
Should I ask clients for their budget?
Yes — a range helps you propose the right scope rather than a price they cannot accept. Offering ranges to choose from makes it easier for clients to answer.
Want a reusable file instead?
These templates do the same job as an editable document you can fill in again and again.
Markup & Margin Calculator — Enter a cost and a markup, a margin or a selling price to get the other two, plus profit per unit and a quick price table.
Timesheet Calculator with Breaks — Add up a week of shifts with unpaid breaks and overnight shifts. Shows decimal hours, overtime over 40 hours and gross pay, then prints or exports.
Punch List Generator — Build a construction punch list with location, trade, priority and status for each item, then print it, save a PDF or export a spreadsheet.
Freelance Hourly Rate Calculator — Work out the hourly and day rate you need from your target income, business costs, tax set-aside, time off and realistic billable hours.