Get every detail you need from a new client before the first visit — property info, gate codes, service preferences, and billing authorization. Free to download and print.
Showing up to a new property without the right info leads to wasted trips, missed details, and frustrated clients. A good intake form captures everything once — so your crew has what they need before they leave the shop, and you have a record if anything comes up later.
This form covers six areas: contact info, property details, service preferences, billing authorization, emergency contact, and referral source. Fill it out during the estimate walk or email it ahead of the first visit.
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At minimum: full name, phone, email, service address, and payment method. Beyond that, collect anything that affects the job — gate codes, dog in the yard, sprinkler heads, areas to avoid, preferred mowing day, and whether they want a text when the crew is done. Getting this upfront prevents back-and-forth calls and misunderstandings on the first visit.
You should get authorization to keep a card on file — but don't write the actual card number on paper. Use this form to get the client's signed consent to charge their card after each completed service, then collect the card details through a secure system like Mowzey, Square, or Stripe. That way you're covered legally and the client knows what to expect.
Print it and have new clients fill it out when you do the estimate walk, or convert it to a Google Form and text the link before the first visit. Either way works. Once you have 10+ active clients, software like Mowzey stores all this info in one place and auto-charges cards when jobs complete — so you're not hunting down paper forms or chasing payments.
Mowzey stores client details, property info, and gate codes in one place. When a job completes, the card on file gets charged automatically. No invoicing, no chasing payments, no paper forms to file. $39.99 once — no monthly fees.