Blog Client Intake Form

Client Intake Form
Send a link. The client fills it in. Maestro does the data entry.

Every prospect starts the same way — a few emails, a phone call, half-answers, a follow-up email asking for the stuff they forgot. Days go by before you have enough to actually do anything with the job.

The Client Intake Form skips that phase.

Send a link, get the details back

Open any prospect-stage job and click Send intake link. Type the client's email, pick who on your team gets notified when they reply, and hit send. The client gets a clean email with a link to a short mobile-friendly form: name, contact info, mailing and project addresses, timeline, budget, the rooms they want done with notes on each, and a catch-all field for anything else. Takes them about three minutes from the couch. If they hit reply on the email, it goes to whoever sent the link — not into a Maestro inbox you'd have to check.

Maestro does the data entry

When the client submits, the contact fields fill in. The job address fills in. Each room they listed shows up on the job's room list with their notes already in the description. You get an email and a bell alert the moment it lands — shown as a clean system event on the workflow boards and bell tab, not buried in a discussion thread. The full response is also kept in a Client Intake Form section on the job page so you can pull up exactly what they said whenever you need it.

It plays nice with what you've already done

If you've already added rooms to the job before sending the link, the form pre-fills them for the client so they're not re-listing what you already know. When their answers come back, descriptions are only written where you left things blank — nothing you've already typed gets overwritten. Budget answers stay restricted to CEOs and estimators; the rest of the response is visible to your whole team.

One button. Three minutes of their time. A real job to work with.

The back-and-forth phase was the friction. Now it isn't.

Already a customer? Open a prospect-stage job and look for Send intake link at the top. New here? Start a free full-featured trial and try it on your next lead.

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