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Customer Consultation Intake

First-Meeting Checklist & Feature Selection

📷 Design & Inspiration Gallery

Customer Information

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First Name

Last Name

Phone

Address

City

State

ZIP

Referral Source

Consultation Date

Project Basics

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Project Type

Approximate Budget Range

Desired Timeline

HOA Restrictions?

Lot / Yard Notes

Pool Shape & Features

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Pool Shape Preference

Freeform / Lagoon Geometric / Rectangle Kidney L-Shape Roman / Grecian Custom Design

Pool Size

Approx. Length (ft)

Approx. Width (ft)

Desired Depth Range

Water Features

Vanishing / Infinity Edge Waterfall / Grotto Scuppers / Sheer Descents Bubblers / Deck Jets Rain Curtain Laminar Jets Spillover Spa Fountain

Entry Features

Beach Entry / Zero Entry Tanning Ledge / Baja Shelf Swim-Up Bar Seating Walk-In Steps Built-In Bench Seating

Spa / Hot Tub

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Include Spa?

Spa Type

Therapy Jets Air Blower LED Lighting Dedicated Heater Auto Cover

Finish & Materials

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Interior Finish

Waterline Tile

Coping Style

Decking Material

Equipment & Systems

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Variable Speed Pump Salt Chlorine Generator Ozone System UV Sanitizer Heat Pump Gas Heater Solar Heating Automation (Pentair/Jandy) In-Floor Cleaning System LED Color Lighting Automatic Pool Cover Safety Cover

Outdoor Living Add-Ons

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BBQ / Outdoor Kitchen Fire Pit / Fire Bowls Fireplace Pergola / Shade Structure Pavilion / Cabana Landscape / Hardscape Pool Fencing Pool Slide Diving Board Sport / Volleyball Net

Additional Notes

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Customer Notes / Vision

Salesperson Notes (Internal)

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Summary & Export

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JSON export uses data-jt field mapping for JobTread API compatibility. Customer fields map to the Customer entity; all other fields map to Job custom fields.