Free customer intake form

Ask the right questions before the detailing appointment.

Build a copyable customer intake form for vehicle details, condition notes, photos, access instructions, appointment preferences, and price expectations.

Use the free tool now. When you are ready, turn the same workflow into booking, reminders, payments, and follow-up inside Buffr.

Customize your intake form

Choose what to ask before the appointment.

Full intake form

Your Detailing Business customer intake form

1. Full name
2. Phone number
3. Email address
4. Vehicle year, make, and model
5. Service you are interested in
6. Current vehicle condition
7. Main problem areas or concerns
8. Any pet hair, smoke, stains, spills, or odors?
9. Where will the vehicle be located?
10. Preferred appointment days and times
11. Please send 3-5 current photos of the vehicle
12. Access instructions, gate codes, parking notes, or key handoff details
13. Are you interested in protection, odor treatment, pet hair removal, or a maintenance plan?
14. Please confirm water/electric access if needed and that personal items are removed before the appointment
15. I understand the final price may change if the vehicle condition is different than described

Short SMS intake

Hi, this is Your Detailing Business. Before your detail, please send: vehicle year/make/model, service wanted, condition, problem areas, pet hair/smoke/stains/odors, preferred appointment time, and a few photos.

Pre-appointment prep message

Appointment prep checklist:
- Remove personal items, car seats, and valuables
- Make sure we can access the vehicle at the scheduled time
- Send parking, gate, or key handoff instructions
- If the condition is heavier than described, we will confirm any price change before starting
- Reply with questions before appointment day

Internal red-flag checklist

Red flags to check before confirming:
- Biohazard, mold, vomit, or heavy smoke
- Excessive pet hair or sand
- Tight parking, no access, or no safe work area
- Customer expecting stain removal guarantees
- Vehicle larger or dirtier than quoted

Website form fields

- Full name
- Phone number
- Email address
- Vehicle year, make, and model
- Service you are interested in
- Current vehicle condition
- Main problem areas or concerns
- Any pet hair, smoke, stains, spills, or odors?
- Where will the vehicle be located?
- Preferred appointment days and times
- Please send 3-5 current photos of the vehicle
- Access instructions, gate codes, parking notes, or key handoff details
- Are you interested in protection, odor treatment, pet hair removal, or a maintenance plan?
- Please confirm water/electric access if needed and that personal items are removed before the appointment
- I understand the final price may change if the vehicle condition is different than described

Why detailers need an intake form

A customer intake form helps prevent surprises. You can spot pet hair, smoke, heavy staining, access issues, oversized vehicles, and unrealistic expectations before the customer is on your schedule.

The best intake forms are short enough for customers to complete but detailed enough to protect your time. Ask what you need to quote accurately, show up prepared, and avoid awkward price conversations later.

Use intake details to create a better customer experience

Buffr stores customer notes, vehicle details, booking history, and appointment information so you do not have to hunt through text threads before every job. That makes follow-up, rebooking, and repeat service easier.

Related: send a cleaner quote after the intake form.

Operations workflow

Connect intake, recurring customers, and fleet work.

Better operations make growth easier to handle. Gather the right details before the job, turn good customers into maintenance plans, and quote fleet accounts with a repeatable process.

Next step

Do not leave this as a one-time calculator result.

The tool gives you the system. Buffr helps you run it inside your actual detailing business with online booking, service menus, deposits, reminders, customers, reviews, referrals, and follow-up.

Use the free tool

Price the job, write the quote, build the package, or create the follow-up system.

Turn it into a real process

Move the output into your booking page, customer messages, services, reminders, and payments.

Let Buffr run it

Keep the same system working every week without rebuilding it in notes, texts, or spreadsheets.