Tree Service Request Form Template
This tree service request form captures the job, the access constraints, and photos of the tree before you roll a truck. Urgent hazards can be flagged for priority callback. Every request lands on your board, ready for the estimate, the agreement, 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
Service Address
Preview of this template's first step. Every question is editable in the builder.
What this template collects
4 steps, 15 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)
- Service Address (required)
Step 2: Tree Work Needed
- Services Needed (required)
- Urgency
- The tree is near a structure or power lines
- Describe the Tree and Concern
Step 3: Consent
- Consent (required)
Step 4: Job scope details
- How many trees?
- Tallest tree height
- Include stump grinding
- How many stumps?
- Debris preference
- Photos of the tree and access path
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
- Service type
- Tree count
- Tree height estimate
- Nearby structures
- Power line proximity
- Access conditions
- Photos
- Debris removal preference
- Urgency
- Stump grinding need
- Permit concern
Conditional logic examples
- If power lines are nearby, show safety and utility company warning fields.
- If storm damage is selected, show emergency response questions.
- If stump grinding is selected, show stump count and diameter fields.
- If tree removal is selected, show access and equipment questions.
Calculation examples
- Estimate range by tree height and count
- Emergency surcharge
- Stump grinding add-on
- Debris removal add-on
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.
- 1Request received
- 2Safety review
- 3Site inspection
- 4Estimate sent
- 5Contract pending
- 6Deposit paid
- 7Crew scheduled
Contract and payment triggers
- Send removal or trimming agreement after safety review.
- Collect deposit before scheduling crew and equipment.
Customer status examples
Example workflow
removal near power lines
A homeowner requests a removal and marks power lines nearby. The form shows the utility safety questions and asks for photos of the tree and access path. The request routes to Safety Review before anyone quotes it. After the inspection, the estimate covers the removal, stump grinding, and debris haul-off. The signed agreement and deposit reserve the crew, and the Living Link shows each step through crew scheduled.
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.
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View templateFrequently asked questions
- Is the tree service request 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 tree service form flag dangerous jobs?
- Yes. Ask about power lines, nearby structures, storm damage, access, and urgency so risky jobs get reviewed before scheduling.
- Can the form estimate stump grinding or debris removal?
- Yes. Use tree count, height, stump diameter, and debris preference to calculate add-ons or estimate ranges.
Launch your tree service request 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.