Landscaping Design Consultation Form Template
A backyard project can be a mowing plan or a full outdoor renovation, and one generic contact form serves neither. This landscaping consultation form sorts design, hardscape, irrigation, and maintenance requests into their own question paths, collects photos and budget up front, and lands every request on your board ready for the site visit, the proposal, and the deposit.
Free plan, no credit card required. Built for HVAC companies, plumbers, electricians, landscapers, painters, and contractors.
Prefer a page-layout document to send or print? See the document template version
forms.docotto.com/f/your-business
LiveContact Information
Full Name
Email Address
Phone Number
Project Address
Preview of this template's first step. Every question is editable in the builder.
What this template collects
4 steps, 16 fields. Customers only see the questions that fit their answers, and every field is editable in the builder.
Step 1: Contact Information
- Full Name (required)
- Email Address (required)
- Phone Number (required)
- Project Address (required)
Step 2: Project Goals
- What Are You Looking For? (required)
- Estimated Budget
- When Do You Want to Start? (required)
- Describe Your Ideal Outdoor Space
Step 3: Site Information
- Upload Yard Photos
- Consent (required)
Step 4: Project specifics
- Approximate lot size
- Hardscape is part of this project (patio, walkway, retaining wall)
- Hardscape features
- Irrigation work is needed
- Design style
- I am interested in ongoing maintenance after the project
Built with home services details in mind
The starter fields are editable, but these examples show the industry logic, pricing, and follow-up this workflow can support.
Common fields to add
- Project type
- Property size
- Desired start date
- Budget range
- Photos
- Current problem
- Design style
- Irrigation status
- Hardscape interest
- Access notes
- Maintenance interest
Conditional logic examples
- If hardscape is selected, show patio, walkway, retaining wall, and drainage fields.
- If irrigation is selected, show system type, coverage, and problem fields.
- If recurring mowing is selected, show lot size and frequency fields.
- If design is selected, show style, budget, and consultation preference fields.
Calculation examples
- Design consultation fee
- Cleanup estimate by property size
- Recurring service estimate
- Project deposit range
What happens after submit
A basic form builder stops here. DocOtto keeps going: every submission becomes a deal you can track from intake to signed and paid.
Lands on your board
The submission becomes a card on your pipeline the moment it arrives. Assign it, note it, and move it forward.
Customer gets a status page
Every submission gets a Living Link with your branding, so customers always know what happens next.
Contract goes out pre-filled
Create the agreement from your template, filled in with their answers, and send it for e-signature.
Deposit collected via Stripe
Request a deposit or full payment. When it lands, the card on your board moves forward on its own.
Suggested pipeline for this template
Use these stages as a starting point, then rename or reorder them to match how your team works.
- 1Estimate requested
- 2Scope review
- 3Site visit
- 4Proposal sent
- 5Agreement pending
- 6Deposit paid
- 7Scheduled
Contract and payment triggers
- Send design or maintenance agreement after site review.
- Request project deposit before ordering materials or reserving crew time.
Customer status examples
Example workflow
patio and drainage project
A customer selects hardscape, and the form reveals patio, retaining wall, and drainage questions with a photo upload and budget range. The request lands in Scope Review, the site visit is booked, and the proposal follows. When the customer signs the design agreement, the project deposit is collected before materials are ordered, and the Living Link tracks the project from visit scheduled to deposit received.
Why use DocOtto instead of a basic form builder?
Form builders collect responses and stop. DocOtto runs the whole middle: the pipeline that tracks every deal, the contract that fills itself in, the Stripe deposit that follows the signature, and the Living Link that keeps your customer in the loop. From intake to signed and paid, in one place.
Run a home service business? See how the whole workflow fits together.
Related Home Services templates
Tree Service Request
Capture tree work needed, site conditions, urgency, and safety concerns for tree service requests.
View templateFence Installation Quote
Capture fence type, property scope, goals, and timing for installation estimates.
View templatePressure Washing Request
Capture surfaces, property type, project size, and timing for pressure washing estimates.
View templateSnow Removal Request
Capture property type, snow service needs, frequency, and site details for snow removal inquiries.
View templateGutter Service Request
Capture gutter issues, service type, property details, and urgency for gutter cleaning or repair.
View templateFrequently asked questions
- Is the landscaping design consultation form template free to use?
- Yes. Start on the free plan with no credit card, pick this template, and launch it in minutes. Upgrade only when you outgrow the free limits.
- Can I customize the questions?
- Yes. Every field, step, color, and logo is editable in the drag-and-drop builder. Add questions, remove them, or change the math, no code needed.
- What happens after someone submits?
- The submission lands on your pipeline board, the customer gets a Living Link status page, and from there the contract can go out pre-filled for e-signature and the deposit can be collected through Stripe.
- Can this form collect payments and signatures?
- Yes. Connect Stripe to collect deposits or full payments, and add e-signatures through an ESIGN-compliant process to the same workflow.
- How do customers find the form?
- Share it as a link, embed it on your website, print a QR code, post it on social media, or email it straight to your customer list.
- Can this landscaping form handle both one-time projects and recurring service?
- Yes. Logic can split design, cleanup, mowing, irrigation, hardscape, and maintenance plan requests into the right question path.
- Can the form collect photos and budget before a site visit?
- Yes. Ask for photos, property size, desired style, budget, access notes, and current problem before scheduling the visit.
Launch your landscaping design consultation in minutes
Pick this template, add your logo and pricing, and share the link. Every submission lands on your board, ready for the contract and the deposit.
Build your first workflow free. No credit card required.