A service request form
that collects payment.
Put your price list in the form so customers see a real number as they answer. Then the agreement goes out pre-filled, they sign, and the deposit lands in Stripe. All before you schedule the job.
The gap between "how much?" and "paid" is where jobs die
A homeowner asks what it would cost and gets quotes from three companies. The one that answers with a real number and takes a deposit first usually wins.
Quotes take days
The request comes in at 9pm. You call back the next afternoon. By then two competitors already answered with a number.
Deposits get chased later
The customer agrees on the phone, but the deposit request goes out days later in a separate email. Some never pay, and some were never serious.
Nothing is in writing
Word-only agreements turn into payment disputes. Without a signed scope and price, the customer remembers a different deal than you do.
From request to deposit in one flow
The customer does everything in one sitting, from their phone if they want.
They describe the job
The form asks the right questions for the service: size, frequency, add-ons, photos. Conditional logic keeps it short.
The form shows the price
Your price list lives in the form, so the total calculates live as they answer. Jobs that need an in-person look route to your estimate calendar instead.
They sign the agreement
The service agreement is pre-filled with their details and the quoted price. They review and sign right there. Fully ESIGN compliant.
They pay the deposit
Stripe collects the deposit right after the signature. The job lands on your board as signed and paid before you ever roll a truck.
Every request lands on one board
New requests, signed agreements, and paid deposits all show up as cards on the same pipeline. The card updates when they sign and when they pay, and the customer gets a Living Link status page so they never have to call and ask.
Service request templates, ready to go
Each one asks the right questions for the trade and comes wired for pricing, signing, and deposits.
Frequently asked questions
- How does the form calculate a price?
- You put your price list in the form: base rates, size tiers, frequency, and add-ons. The total updates live as the customer answers. If a job needs an in-person look first, it can route to your estimate calendar instead of showing a price.
- When is the customer charged?
- After they sign the agreement. The deposit request follows the signature, so the payment is always tied to a signed scope and price. Stripe handles the charge.
- What if I only want a deposit, not full payment?
- You choose the amount: a flat deposit, a percentage, or the full price. The rest is collected however you bill today.
- Do customers need an account?
- No. The form opens in any browser. They answer, sign, and pay without creating an account, and afterward they get a status page for their job.
- Does this replace my scheduling software?
- No. Keep scheduling and dispatch where they are. DocOtto owns the stretch between the request and signed and paid, and it can link out to Calendly or Cal.com for estimate visits.
Answer with a price, not a callback.
Build a service request form that quotes the job, gets the signature, and collects the deposit while your competitors are still checking voicemail.