Matt's Exterior Washing — Plan Intake Form

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Fill out every field below. This is how production and admin know everything about the plan. Vague intake = confused team = angry client. Save the PDF when done and attach it to the #schedule-dispatch thread.

Client & Plan Info

Client Name

Jobber Profile Link

Plan Type

Initial Service Date

First Service Season

Pricing

Initial Investment ($)

Monthly Price ($)

Treat Initial Visit As — $ Value in Jobber

Service Details

First Visit — Exact Services to Be Performed

What Seasons Does the First Visit Knock Out?

Customizations & Notes

Property Customizations / Deviations from Standard Plan

Ongoing Visit Structure (if non-standard)

Any Other Important Notes

Tap the Share button in your browser bar, then choose Save to Files or send to Slack.