An estimate request form
that answers with a real number.
If you price by size, frequency, or add-ons, the form can quote the job on the spot. If the job needs eyes on it first, the customer books the estimate visit the moment they submit. Either way, nobody waits for a callback.
Slow estimates lose to fast ones
Customers request estimates from more than one company. The first real answer usually wins the job, and "we will call you back" is not a real answer.
The callback comes too late
The request arrives after hours. You respond the next day. A competitor with instant pricing answered at 9pm and got the job.
Estimates missing half the details
A vague contact form means calling the customer to ask about size, access, and timing before you can even ballpark it. Two phone calls before a number.
Quoted, then forgotten
You send the number and the trail goes cold. No signed scope, no deposit, no follow-up. Quoted jobs quietly evaporate.
How the estimate flow works
The form does the qualifying, the math, and the follow-through.
The form asks the right questions
Square footage, number of rooms, frequency, add-ons, photos. Conditional logic keeps it short by only asking what applies to the job.
The price calculates live
Your price list drives the math. The customer watches the total update as they answer, and sees a real number before they hit submit.
Eyes-on jobs book a visit
Jobs that cannot be priced sight unseen route the customer to your Calendly or Cal.com to book the estimate visit right away. The booking matches back to their request.
The quote becomes a deal
Accepted quotes flow into a pre-filled agreement for e-signature, with a Stripe deposit right behind it. The estimate does not just sit in an email.
From estimate to signed and paid
The estimate is the front door to a pipeline. Every request becomes a card on your board, the agreement pre-fills from the answers, and the board updates when the customer signs and pays.
Estimate request templates, ready to go
Each one asks the questions that trade actually needs to price a job.
Frequently asked questions
- How does the form price the job without seeing it?
- You define the price list: base rates, per-unit pricing, tiers, and add-ons. The form multiplies it out live as the customer answers. It works best for services priced by size, frequency, or options.
- What about jobs that really need an in-person look?
- Route them to your estimate calendar. The customer books a visit through Calendly or Cal.com the moment they submit, and the booking is matched back to their request automatically.
- Can the customer accept the estimate on the spot?
- Yes. The flow can continue straight into a pre-filled agreement for e-signature and a Stripe deposit, so a 9pm estimate request can be a signed job by 9:15.
- Can I review estimates before anything goes out?
- Yes. Auto-send is off by default. Requests land on your board for review, and you send the agreement with one click when you are ready.
- Does it work on phones?
- Yes. The forms are built mobile first, and customers can answer, sign, and pay from their phone.
Be the first real answer.
Put an estimate form on your website that quotes the job while your competitors are still listening to voicemail.