Customer Information Forms

[Trad-Man]

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[Liam2302]

Thanks that’s been really helpful!


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[Liam2302]

I watched one of your videos on YouTube about a customer info form to take down their details, so made one up myself - do you think I’ve missed anything out..

Didn’t put address, number, website etc.. as it’s just for them to fill out and hand back when I sign them up, but will be making one of these forms you just put up to hand them to keep once I’ve signed them up.


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[Trad-Man]

looks good! I would add a section called "notes" this is for anything the customer wants to you do or not do. or for reminding you to text/ call them the night before.

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