From service request to signed contract. Before the truck rolls.
Pool service, HVAC, landscaping, plumbing, pest control. Capture service requests from your website or a QR code on the truck. Guide customers through intake. Trigger a contract and collect a deposit automatically. Track every job in one pipeline.
The intake problem in home services
Most home service businesses still take requests by phone, scribble details on a clipboard, and chase signatures after the work is done. The result is lost leads, disputed charges, and hours wasted on admin instead of billable work.
Paper forms and phone tag
Service requests come in by phone, text, email, and voicemail. Details get lost between the call and the truck. Technicians show up without the right information.
Disconnected payments
You finish the job, then send an invoice, then wait. Deposits are collected separately from agreements. Payment disputes happen because nothing was signed upfront.
No tracking, no trail
There is no single place to see which requests are pending, which contracts are out, or which jobs are confirmed. You check your email, your texts, and a spreadsheet to piece it together.
How DocOtto solves it
One system from service request to signed contract. Four steps, fully automated.
Capture
Put your service request form everywhere. Embed it on your website, print a QR code on your trucks and door hangers, or send a link in an email campaign. Every request lands in the same place.
Guide
Customers fill out a guided form that asks the right questions for their service type. Conditional logic shows HVAC fields for HVAC requests, plumbing fields for plumbing. No irrelevant questions, no confusion.
Act
When a customer submits, DocOtto triggers the next step automatically. Generate a service agreement pre-filled with their details. Collect a deposit via Stripe. Send a confirmation email. No manual handoff.
Track
Every request, contract, and payment shows up in your pipeline. See which jobs are pending, which contracts are out for signature, and which are confirmed. Living links let customers check their own status without calling your office.
Start with a home services template
Skip the blank page. Pick a template built for your trade, customize it, and go live in minutes.
Ready to turn service requests into signed contracts?
Stop chasing paperwork. Build a guided intake form, connect it to your contracts and payments, and let DocOtto handle the rest.