Every question should change an action
Collect information your team will use: requested service, location, project type, approximate scope and contact preference. Remove questions that do not change qualification or preparation. Explain why a sensitive or unexpected detail is needed.
Useful branching
A window replacement form can separate replacement from repair and single-opening work from a larger project. HVAC intake should distinguish a routine estimate from a request needing an urgent direct call. Renovation intake can separate whole-home work from a single room.
Scope and delivery
Complexity is scoped around real decision rules.
- Conditional steps and clear progress
- Accessible errors and keyboard navigation
- Service-area checks with a manual exception route
- Duplicate handling and spam controls
- Verified destination mapping and delivery failure states
A quote form is not a binding estimate
Approximate quantities and preferences help prepare a conversation. They do not replace a measurement, site inspection, technical assessment or signed scope. Price calculators remain Coming soon until their assumptions and limits can be validated.
Test the complete path
Check mobile completion, back navigation, invalid input, outside-area enquiries and failed submissions. The thank-you message must depend on a confirmed response from the receiving system. This preview form only creates a local brief for review.
