{"id":4875,"date":"2025-11-09T18:58:57","date_gmt":"2025-11-09T18:58:57","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?post_type=ufaq&#038;p=4875"},"modified":"2025-11-12T02:47:39","modified_gmt":"2025-11-12T02:47:39","slug":"what-is-the-client-intake-form","status":"publish","type":"ufaq","link":"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/","title":{"rendered":"Client Intake Form: What is the client intake form?"},"content":{"rendered":"<style>.ewd-ufaq-post-margin-symbol { color: #181c3f !important; }.ewd-ufaq-faq-title .ewd-ufaq-post-margin-symbol span { font-size: 20px !important; }.ewd-ufaq-faq-display-style-block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-display-style-border_block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-border_block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-header-title a { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-size: 20px !important; }div.ewd-ufaq-faq-title h3 { color: #181c3f !important; }div.ewd-ufaq-faq-post p { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-post p { color: #110e0e !important; }div.ewd-ufaq-author-date { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-category-title h2 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-size: 12px !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { padding: 10px !important; }.search-field {\r\n  width: 100% !important;\r\n  max-width: 900px !important;\r\n  margin-left: 0 !important;\r\n  margin-bottom: -20px !important;\r\n}\r\n.ewd-ufaq-faq-category-title {\r\n  display: none !important;\r\n}\r\n#ewd-ufaq-text-search {\r\n  width: 100% !important;\r\n  border-radius: 4px !important;\r\n  font-size: 18px !important;\r\n  box-sizing: border-box !important;\r\n  padding: 20px !important;\r\n}\r\n.ewd-ufaq-faqs {\r\n  margin-top: 0px !important;\r\n}\r\nul.ui-autocomplete {\r\n  display: none !important;\r\n}\r\n.ewd-ufaq-faq-div {\r\n  margin: 0 !important;\r\n  padding: 0 !important;\r\n}\r\n@media (max-width: 768px) {\r\n  h1.entry-title {\r\n    margin-top: 10px !important;\r\n    margin-bottom: 10px !important;\r\n    font-size: 30px !important;\r\n  }\r\n  \r\n  div.ewd-ufaq-faqs div h3 {\r\n    font-size: 18px !important;\r\n  }\r\n}<\/style><div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-distinct ewd-ufaq-category-tabs-\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/4875' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4875-nBOBcHH7A8' data-post_id='4875'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >B<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Intake Form: What is the client intake form?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p>The Client Intake Form is a unique URL you can share with your clients when they are interested in doing a project with you. The short form asks clients for details about their desired project, and asks them to provide any photos of the site if they have them. Completed forms instantly appear in the \u201cInbox\u201d in your app. The Inbox is in the upper righthand corner of the homescreen. When a client submits a form, their information will appear there, as well as an option to instantly \u201cCreate Estimate\u201d off of the information they provided. To send the form to a customer, tap the menu on the upper left, then Client Intake Forms. You will be able to preview the form before you send it. You can then send this URL directly to customers, and even add it to your website.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"344\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-1024x344.webp\" alt=\"\" class=\"wp-image-4895\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-1024x344.webp 1024w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-300x101.webp 300w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-768x258.webp 768w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-1536x515.webp 1536w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-2048x687.webp 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>B Client Intake Form: What is the client intake form? The Client Intake Form is a unique URL you can share with your clients when they are interested in doing a project with you. The short form asks clients for details about their desired project, and asks them to provide any photos of the site [&hellip;]<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[14,15],"ufaq-tag":[],"class_list":["post-4875","ufaq","type-ufaq","status-publish","hentry","ufaq-category-intake-forms","ufaq-category-cost-estimator"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client Intake Form: What is the client intake form? - SimplyWise Cost Estimator<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Intake Form: What is the client intake form? - SimplyWise Cost Estimator\" \/>\n<meta property=\"og:description\" content=\"B Client Intake Form: What is the client intake form? 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The short form asks clients for details about their desired project, and asks them to provide any photos of the site [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/\" \/>\n<meta property=\"og:site_name\" content=\"SimplyWise Cost Estimator\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-12T02:47:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-1024x344.webp\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/\",\"url\":\"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/\",\"name\":\"Client Intake Form: What is the client intake form? - SimplyWise Cost Estimator\",\"isPartOf\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/#website\"},\"datePublished\":\"2025-11-09T18:58:57+00:00\",\"dateModified\":\"2025-11-12T02:47:39+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.simplywise.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"FAQs\",\"item\":\"https:\/\/www.simplywise.com\/blog\/ufaq\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Client Intake Form: What is the client intake form?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#website\",\"url\":\"https:\/\/www.simplywise.com\/blog\/\",\"name\":\"SimplyWise Cost Estimator\",\"description\":\"Blog\",\"publisher\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.simplywise.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#organization\",\"name\":\"SimplyWise Cost Estimator\",\"url\":\"https:\/\/www.simplywise.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"\",\"contentUrl\":\"\",\"caption\":\"SimplyWise Cost Estimator\"},\"image\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Client Intake Form: What is the client intake form? - SimplyWise Cost Estimator","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.simplywise.com\/blog\/ufaq\/what-is-the-client-intake-form\/","og_locale":"en_US","og_type":"article","og_title":"Client Intake Form: What is the client intake form? - SimplyWise Cost Estimator","og_description":"B Client Intake Form: What is the client intake form? 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