Templates · Service businesses
Request a quote
For trades, installers, and local service firms quoting fixed-scope work.
Success goal
Quotes sent to inquiries the business can actually serve
What it asks
Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.
What needs doing?
Branch: repair · install · replace · not sure
Where is it, and can we access it?
Roughly how big, or how many?
When do you need it done?
Photos (optional)
Name, phone or email
Qualification criteria
These are the fit checks. Everything else is for the brief, and unknown answers stay unknown.
- Job type offered
- Location served
- Timing available
What happens next
Email or text to the owner; respondent gets “we’ll quote within two days.”
What could be learned
Which job descriptions turn into accepted quotes, and whether asking for photos changes completion.
Could be — not will be. Learning needs your reviews and recorded outcomes.
Put this form to work
Where the completed form goes. Method, direction and availability are stated separately on every connector.