Staff Service Intake

Staff Service Intake

Use this form for every service, storage, repair, restyle, pickup, or cleaning intake. No intake form = no service accepted. After submitting, copy the Intake ID into the Shopify POS order note before payment is collected.

Open Service Intake Form

POS Order Note Format

INTAKE ID: INTAKE-0428-001
FMS INVOICE: B26-XXXXX
SERVICE: Essential Storage / Signature / Premier / Concierge / Repair / Restyle
NOTES: [short note]

Every POS Service Order Must Include:

  • ✅ Customer attached to order
  • ✅ Correct service product selected
  • ✅ Intake ID in order note
  • ✅ Payment collected or invoice status noted

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