Get Customer Roofing Intake Sheet

The Customer Roofing Intake Sheet is an essential document that collects pertinent information from clients prior to a roofing consultation. This guide will provide you with clear, step-by-step instructions to help you complete the form efficiently and accurately.

Follow the steps to effectively fill out the Customer Roofing Intake Sheet online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Start by entering the contact date in the designated field to indicate when you are completing the form.
3. Fill in the listing appointment date and time, which is important for scheduling purposes.
4. In the seller information section, provide your name and address, ensuring that all contact information is accurate.
5. Indicate your phone number, cell number, and email address for communication.
6. Choose the lead type from the options provided, which may include FSBO, Exp, NOD, PC, CC, or Referral.
7. Respond to the initial questions, providing insight on your motivation for selling and your expectations for the sale.
8. Complete any additional related queries regarding your home, such as details on special features and condition ratings.
9. Review your responses to ensure all necessary sections are filled out correctly.
10. Once satisfied with the information provided, you can save your changes, download a copy, or share the form as needed.

Complete your Customer Roofing Intake Sheet online to ensure a smooth consultation process.