Turn “What would this cost?”
Into signed and paid. Before the truck rolls.
Your price list lives in the form, so customers see a real price as they answer. Jobs that need a look first can go straight to your estimate calendar. Either way, the next steps are the same: a pre-filled agreement, a Stripe deposit, and one board that never loses a job.
Why home service businesses lose jobs
A homeowner asks “what would this cost?” and gets quotes from three companies. The one that answers with a real number first usually wins. Meanwhile requests come in by phone, details live on clipboards, and signatures get chased after the work is done. The result: lost jobs, disputed charges, and admin hours instead of billable ones.
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 the quote works
Keep your scheduling and dispatch wherever they live today. DocOtto owns the stretch between the question and the signed agreement, the part where jobs go to whoever answered first.
Priced from your price list
Pool openings, mowing plans, pressure washing, pest programs: if you price by size, frequency, or add-ons, the form calculates the total live as the customer answers. They see a real number at 9pm on a Saturday, not “we'll call you back.”
Needs a look first?
Jobs that need eyes-on land in your pipeline with photos and details attached, or route the customer straight to your Calendly or Cal.com to book the estimate visit the moment they submit. The booking is matched back to their request automatically.
Whole seasons in one send
Spring openings, fall closings, annual renewals: send the agreement to your entire customer list in one campaign. Each reply comes back signed with the deposit paid: a season of paperwork done in an afternoon.
From quoted to signed and paid
One system from service request to signed agreement. Four steps, connected end to end.
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, the service agreement is already drafted and pre-filled with their details and quoted price. Review and send it with one click, or enable auto-send. The deposit follows via Stripe, and a confirmation email goes out with next steps.
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.
The workflows home service businesses run on DocOtto
Six jobs, one system. A new request, a seasonal renewal, and a signed agreement all land on the same board.
Service request forms
Capture the job, the property, and the urgency the moment interest strikes.
See the HVAC templateSeasonal campaigns
Send spring openings, fall closings, and renewals to your whole list in one send.
See Document AutomationMaintenance plan sign-ups
Turn one-time jobs into recurring plans customers sign up for on their own.
See the templateQuotes and contracts
The form quotes the job, and the agreement goes out pre-filled for e-signature.
See contract workflowDeposit collection
Stripe collects the deposit right after signing, before the truck rolls.
See the pipelineCustomer status updates
Every customer gets a status page, so "did you get my request?" calls stop.
See Living LinksWorkflows by trade
Every trade sells a little differently. Some quote from a price list, some need eyes on the job first, some sign whole seasons at once. Find yours below.
HVAC
Collect service calls, tune-up requests, and maintenance plan sign-ups with the equipment details your techs need before they roll.
How it runs: Request comes in with photos, the agreement goes out pre-filled, and the deposit is paid before the visit.
Service request forms with paymentPool service
Collect pool opening requests, seasonal maintenance sign-ups, service agreements, and deposits.
How it runs: Send the spring opening campaign to your whole list and each reply comes back signed with the deposit paid.
Collect deposits onlinePlumbing
Sort emergency calls from routine work and capture the fixture, the symptom, and a photo before anyone picks up a phone.
How it runs: Urgent requests jump the line in your pipeline while quote requests route to an estimate.
Service request forms with paymentRoofing
Collect inspection requests with roof age, leak details, and photos so you can price the visit before you climb.
How it runs: Inspection request lands with photos, the estimate follows, and the signed agreement books the job.
Estimate request formsLandscaping
Take design consultations and recurring maintenance sign-ups with property size, scope, and budget up front.
How it runs: The form prices standard work from your price list and routes design jobs to a consultation.
Estimate request formsPest control
Sign customers up for one-time treatments or recurring plans with the pest, the property, and the schedule captured once.
How it runs: Plan sign-up comes back signed, the deposit is paid, and the customer watches their status page instead of calling.
Service request forms with paymentPainting
Collect estimate requests with rooms, surfaces, square footage, and photos so your quote is right the first time.
How it runs: Estimate request in, quote out, agreement signed, deposit paid. All on one board.
Estimate request formsRemodeling
Qualify kitchen, bath, and whole-home projects with scope, budget range, and timeline before the first meeting.
How it runs: Serious projects book a consultation, and the contract and deposit follow from the same record.
Forms with contracts and paymentsCleaning
Quote house cleaning, carpet, and windows straight from the form using rooms, frequency, and add-ons.
How it runs: The customer sees a real price as they answer, signs up, and lands on your schedule.
Estimate request formsTree service
Collect removal and trimming requests with tree count, access notes, and photos so you can bid without a drive-by.
How it runs: Photos come in with the request, the estimate goes out, and the signed approval books the crew.
Estimate request formsSnow removal
Sign up seasonal contracts before the first storm with property size, trigger depth, and per-season pricing.
How it runs: One fall campaign to your list and the winter book comes back signed with deposits collected.
Seasonal renewal formsSeptic
Take pumping, inspection, and repair requests with tank location, last service date, and access details.
How it runs: The request lands with everything the truck needs, and the agreement and payment follow on the same job.
Service request forms with paymentExample workflow
A pool opening request, end to end
A pool service company shares its opening request form by email and a QR code on the truck. A customer submits property details, preferred timing, and photos. The request lands on the pipeline board, the customer gets a Living Link status page, and the pre-filled service agreement goes out for signature. They sign, the deposit is collected through Stripe, and the job is booked. Nobody typed anything twice and nobody called to ask if the form went through.
Build your first service request workflow free. No credit card required.
Get Started Free40 home services templates, ready to go
Skip the blank page. Every template below has its own page showing the questions it asks and what happens after a customer submits. Pick your trade and take a look.
Home services questions, answered
- Can the form show a real price before we visit the property?
- Yes, if you price by size, frequency, or add-ons. Put your price list in the form and it calculates the total live while the customer answers. Jobs that need an in-person look can route to your estimate calendar instead.
- Can I collect a deposit before the truck rolls?
- Yes. After the customer signs the agreement, DocOtto collects the deposit through Stripe. The signature and the payment stay attached to the same job in your pipeline, so nothing gets lost between "they said yes" and "they paid."
- Does DocOtto replace my scheduling or dispatch software?
- No. Keep your scheduling and dispatch where they are today. DocOtto owns the stretch between "what would this cost?" and signed and paid. For estimate visits you can link out to Calendly or Cal.com, and the booking is matched back to the request.
- How do seasonal campaigns work?
- Build the agreement once, then send it to your whole customer list in one campaign. Spring openings, fall closings, and annual renewals come back signed with the deposit paid, and every reply lands on the same board.
- Do my customers need an account or an app?
- No. Customers get a link that opens in any browser. They answer the questions, sign, and pay without creating an account. Afterward they get a status page that shows where their job stands, so they do not have to call your office to ask.
- Which trades do the templates cover?
- There are 40 ready-made home services templates: HVAC, plumbing, electrical, roofing, pools, lawn and landscaping, pest control, cleaning, moving, remodels, and more. Each one is a starting point you can edit before you go live.
Ready to answer with a price and a signed agreement?
Stop losing jobs to slow quotes. Build a form that answers with a real number, connect it to your agreements and deposits, and let DocOtto carry the job from question to signed and paid.