Customer Intake and Consultation Checklist

A consistent set of questions at the start of every consultation helps you quote accurately, avoid surprises mid-job, and make the customer feel like their specific situation was actually considered.

For Automotive Jobs

• Vehicle year, make, and model — affects glass shape, curvature, and pre-cut pattern availability.
• Which windows are they interested in (full car, front two, windshield, etc.)?
• Do they have a shade preference, or do they need help choosing based on local tint laws?
• What's their main priority — heat, privacy, appearance, or budget? (This shapes which film you lead with — see our guide on selling with a good/better/best/premium framework.)
• Any existing tint that needs to be removed first?
• Any known issues with the vehicle's window mechanisms, aftermarket tint, or existing damage?

For Architectural Jobs

• Glass type and configuration, if known (single/dual pane, Low-E, laminated) — see our film-to-glass compatibility resources if this isn't already known.
• Primary goal: heat reduction, glare, privacy, appearance, or security.
• Approximate square footage and number of windows.
• Building type and whether it's residential or commercial.
• Any HOA, landlord, or building management restrictions on window film.

General Questions Worth Asking Every Customer

• How did they hear about you? (Useful for tracking which marketing and referral sources are working.)
• What's their timeline?
• Have they had film installed before, and if so, was the experience positive?

Why This Matters

A structured intake avoids the two most common causes of comebacks and disputes: quoting the wrong scope of work, and installing a film that doesn't match what the customer actually wanted.