Free printable library
Pick the worksheet that matches the call in front of you. Each one tells your team what to capture, what to leave to a qualified professional, and what the owner needs for a useful callback.
A call intake checklist is a handoff tool, not a script for diagnosing the job. Record the caller's words, confirm the property or service location, capture the next step they want, and make ownership visible. Then let the qualified person decide safety, scope, price, availability, and dispatch.
Trade worksheets
Every worksheet is printable and built around a distinct handoff. No trade-name swapping, no generic form with a different heading.
A plumbing call intake checklist that helps you capture the issue, location, urgency, access, customer details, and next step without diagnosing the problem.
Open the printable checklistAn HVAC call intake checklist that helps you capture the system, symptom, property, timing, urgency cues, access, and callback details without diagnosing equipment.
Open the printable checklistA cleaning service call intake checklist that helps you capture the service type, property, scope, frequency, access, timing, and contact details needed to review an inquiry.
Open the printable checklistA landscaping call intake checklist that helps you capture the property, service, size, condition, access, timing, photos, and contact details needed to review an inquiry.
Open the printable checklistA roofing call intake checklist that helps you capture leak or storm context, safe observations, property, access, insurance context, timing, and handoff details.
Open the printable checklistAn auto repair call intake checklist that helps you capture the customer, vehicle, reported symptoms, location, drivability, timing, and shop handoff without diagnosing the problem.
Open the printable checklistA general contractor call intake checklist that helps you capture project, property, scope, plans, budget context, timing, access, and handoff details.
Open the printable checklistAn electrical call intake checklist that helps you capture the affected area, reported warning signs, property, timing, access, and callback details without troubleshooting.
Open the printable checklistThe common handoff
The common boundary
Coverage and escalation
The trade checklist captures the call. These two worksheets define who answers after hours and what happens when a caller reports an urgent situation.
Use this free emergency call escalation plan to define caller-reported cues, approved routes, owners, backups, acknowledgment, fallbacks, and safe call-handling boundaries.
Open the printable worksheetUse this free after-hours call handling checklist to define coverage, intake fields, escalation rules, caller expectations, owner handoff, and test calls.
Open the printable worksheetMethodology and review
Version 1 brings together 10 worksheets reviewed by Clara's Growth team and Found on August 28, 2026. Each trade page names its research sources and limits. We do not claim professional trade, legal, safety, or compliance review. Your qualified reviewers must approve the version your business uses.
Inclusion rule: a worksheet must capture a trade-specific request, property or asset context, timing and access, a named handoff, and explicit decisions it must not make.
Put your intake rules to work
Configure your business details, questions, and boundaries in Clara, then run a test call before connecting customer calls.
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