Describe the work you quote. Makeform turns your brief into a job estimate form for site conditions, scope, measurements, materials, labor, options, and exclusions.
Send estimate requests to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it to your estimating process, or send it to the Makeform builder.
Audience
Homeowners requesting renovation estimates
Format
Detailed intake with site visit routing
Prompt size
324 chars
Example form structure
Detailed intake with site visit routing
Customer and project address
Describe the requested work
Measurements and finish choices
Upload photos or plans
Is a site visit available?
Suggested routing tags
Needs site visit
Ready to price
Estimate sent
Ask customers for photos, dimensions, access constraints, and their preferred options before you calculate labor and materials.
Step 1
Request
customer explains the job and site
Step 2
Qualify
office checks fit and missing details
Step 3
Price
estimator adds labor and materials
Step 4
Send
customer receives a written estimate
Estimate from better inputs
Collect consistent customer, site, scope, and evidence before pricing or scheduling a visit.
Required scope, measurement, finish, and access questions reveal expectations and crew needs.
Customers upload site photos, plans, or model plates before a visit.
Separate incomplete leads, remote estimates, urgent calls, and site visits.
Adapt the intake
Keep the customer-facing request simple, then use conditional questions to collect the technical details each service needs.
Rooms, dimensions, finish level, drawings, site access, schedule, allowances, and subcontracted work.
Property size, frequency, current condition, add-ons, supplies, entry instructions, and recurring options.
Area measurements, plant or material choices, slope, gates, irrigation, hauling, equipment, and site photos.
Asset details, symptoms, diagnostics, safety flags, parts, travel, labor, access windows, and alternative repairs.
Estimating workflow
Generate the intake, collect job evidence, and use each submission as a pricing brief.
List your services and the facts needed for labor, materials, travel, or equipment.
Require essentials and show trade-specific follow-ups only when relevant.
Review photos, measurements, access, and timing; clarify or schedule a visit when needed.
Calculate costs and state line items, options, assumptions, exclusions, tax, total, and expiration.
Intake options
A structured form gives every estimator the same starting information while leaving room for follow-up.
Field guide
Separate facts supplied by the customer from pricing completed by your team. These six groups create a usable intake and a clear basis for the written estimate.
Customer and site
Capture the contact, job address, property type, and communication preference. Screen the service area before estimating.
Scope and outcome
Ask for the problem, outcome, affected areas, quantities, finish expectations, and explicit exclusions.
Site evidence
Request wide photos for context, close-ups for condition, equipment labels, and available drawings or specifications.
Materials and choices
Gather brands, colors, grades, sizes, customer-supplied items, disposal needs, and acceptable alternatives.
Schedule and qualification
Collect timing, urgency, budget range, decision process, and site-visit availability. Calculate costs independently.
Estimate details
Itemize labor, materials, equipment, travel, subcontractors, allowances, discounts, and tax. State assumptions, exclusions, options, and expiration.
Related tools
Use live Makeform tools for bid requests, work orders, service intake, and specialized quote collection.
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Open toolCapture property conditions, service choices, scheduling, and outdoor project details.
Open toolFAQ
Practical answers for contractors, trades, and service teams building a consistent estimating intake.
It gathers facts needed to price requested work: contact, location, scope, measurements, materials, access, schedule, and uploads. The estimator uses them for line items, assumptions, exclusions, options, tax, and total.
Include contact, address, service, scope, dimensions, quantities, materials, site conditions, dates, budget, and uploads. Add trade-specific conditional questions and keep internal calculations separate.
Yes. Request site photos, close-ups, plans, specifications, or equipment labels and explain useful angles. Use them to decide between remote estimating and site inspection.
It can collect quantities, selections, and pricing inputs. Review scope, measurements, labor, material prices, taxes, and exclusions before sending a number, especially for variable work.
Collect access windows. Route large, hidden, safety-sensitive, or poorly measured work to a visit, then update the estimate with verified dimensions and conditions.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect job estimate requests without a response cap. The paid tier removes the Makeform badge.
State scope, quantities, labor, materials, equipment, travel, subcontractors, allowances, tax, options, assumptions, and exclusions. Include date, expiration, estimator contact, and next steps.
Yes. Start with a service selector and show conditional trade questions. Keep contact, address, schedule, access, and upload fields shared.
Price from a complete job brief.
