Whole-Home Renovation Pre-Construction Intake
At whole-home scale nobody honest quotes from a form — so this intake books what design-build firms sell first: pre-construction. A three-column scope board, the qualification strip a GC actually reads (budget band, financing, plans status), the live-in vs move-out fork, and paid feasibility or full-design packages credited to the build.
- Three-column scope board: living spaces, wet rooms & systems, outside & structure
- Budget band, financing readiness, and plans status — the real qualification strip
- Living through the work makes the dust-and-shutdowns clause required
- Paid pre-construction packages, credited to the build — the honest first dollar
- Budget-honesty clause initialed: design to the number you actually hold
Free plan, no credit card required. Clones into your account as an editable draft.
Prefer a multi-step web form for this job? See the web form version
Preview of this template's first page, drawn from the real layout. Your logo, company details, prices, and every field are editable in the Doc Builder.
What's on the document
Sections
- 1THE SCOPE BOARD — check everything in play
- 2THE HONEST NUMBERS
- 3PRE-CONSTRUCTION — what this intake books
Built-in pricing
- Feasibility study — $1850
- Full design package — $4500
- Measured as-built drawings — $950
- Permit packaging and expediting — $650
Sample prices — edit every amount in the builder. Selections feed a live total.
Smart behavior
- Additions surface the feasibility note
- Living through the work makes its clause required
- Need-design projects book the site walk now
- Still-arranging financing requires the budget clause
More than a fillable PDF
Send this document to one customer or your whole list with Document Automation. Every response lands structured on your pipeline, signatures are ESIGN-compliant, payments run through Stripe, and customers track their status on a Living Link.
More document templates
Pool Opening Service Agreement
Professional seasonal opening agreement: your logo and company block up top, customer info, requested week, packages priced by pool size, priced add-ons with a live total, a payment section, and signed authorization.
Template pageHVAC Equipment Service Ticket
A tech-style equipment ticket, not a contact form: the unit gets an equipment-tag grid up top (system, age, filter size, thermostat), symptoms run in two checklist columns, the Comfort Club strip waives the diagnostic for members, and the homeowner signs beside a technician time-in/time-out countersign line.
Template pageCleaning Estimate & Booking Agreement
A quote that builds itself: bed/bath and square-footage details, standard/deep/move-out packages, counted extras priced per window and per load, and card-on-file booking the way real cleaning companies bill.
Template pageStart with this template today
Clone it into your account, put your logo and prices on it, and send it out — all on the free plan.
Get Started Free