Customer Intake & Work Authorization Pack
Organize the start of every job: who the customer is, what they asked for, what you agreed to do, and a simple record that they approved it.
Sample preview — blank template on the left, filled-in example on the right
Download preview PDF
Exactly what's included
- Customer intake worksheet
- Service request form
- Job information worksheet
- Scope confirmation worksheet
- Customer approval record
- Quick-start guide
Good for
- Taking calls and booking jobs
- Confirming scope before starting work
- Keeping a written record of customer approval
What this does not include
- A legal contract or work agreement
- Legal advice
- State-specific required notices
File formats & compatibility
Formats: DOCX, PDF, Google Docs-compatible DOCX
Works with: Microsoft Word 2016+, Google Docs, LibreOffice, any PDF reader.
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