Describe the work you quote. Makeform creates a project estimate form with scope questions, measurements, uploads, cost inputs, assumptions, and next steps.
Route estimate requests to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it into the builder. The example structure is not a calculated quote.
Audience
Remodeling contractors qualifying homeowner projects
Format
Intake form with rooms, budget, photos, and visit request
Prompt size
259 chars
Example form structure
Intake form with rooms, budget, photos, and visit request
Contact and project address
Which rooms and trades are involved?
Budget range and desired start
Plans and current-condition photos
Preferred site-visit times
Suggested routing tags
Needs site visit
Ready to estimate
Awaiting selections
Separate known quantities from allowances and exclusions so reviewers can see what may change.
Step 1
Qualify
client, location, timing, and budget
Step 2
Scope
deliverables, quantities, access, and files
Step 3
Estimate
labor, materials, allowances, and exclusions
Step 4
Follow up
visit, revise, or prepare the formal quote
Better estimate inputs
Structured intake exposes missing quantities, access constraints, client-supplied items, and deadline pressure before pricing starts.
Show trade, room, deliverable, or service questions only when they apply instead of forcing every lead through one text box.
Collect dimensions, counts, drawings, references, and condition photos beside the scope they support.
Record exclusions, allowances, dependencies, and unknowns beside costs so reviewers see what needs confirmation.
Two estimating moments
Use the form for prospect intake, internal estimating, or a detailed assessment after a walkthrough.
Ask about goals, location, timing, budget, choices, and attachments without exposing internal rates.
Record measured quantities, conditions, access, dependencies, and unresolved questions.
Break scope into labor, materials, rentals, outside costs, contingency, tax, and alternates.
Route the record to estimating or scheduling, then use reviewed scope for a quote or proposal.
Estimate workflow
Ask about cost-changing decisions and keep intake, attachments, and estimate notes together.
Name the service, respondent, conditional project types, and whether you need intake or an internal worksheet.
Add your units, service area, job details, options, lead times, access requirements, and required files.
Separate client facts and measured quantities from allowances, contingency, exclusions, and alternates.
Send complete requests to estimating, gaps to follow-up, and site-dependent work to scheduling.
Intake vs estimate vs quote
The form organizes inputs; your team reviews pricing and decides what to send the client.
Field guide
Start with these six sections, then use the units and terms your estimators know.
Client and location
Record who requested the work, where it happens, who answers site questions, and who reviews the quote.
Scope and deliverables
Break the requested outcome into rooms, trades, tasks, pages, assets, or service phases.
Conditions and access
Ask about existing conditions, occupied spaces, hours, stairs, parking, shutdowns, constraints, and dependencies.
Evidence and references
Collect clearly labeled plans, photos, specifications, briefs, inventories, or current assets.
Cost components
Break costs into roles, hours, crew days, unit quantities, vendors, rentals, travel, contingency, tax, and alternates.
Assumptions and next step
Place assumptions and exclusions beside the number, then record open selections and the next action.
Related tools
Build the records that come before and after a project estimate.
FAQ
Practical answers for contractors, service businesses, and agencies building a consistent estimating intake.
A project estimate form gathers scope and cost inputs for planning a job. Use it as prospect intake or an internal worksheet covering the client, location, work, quantities, conditions, files, costs, assumptions, and next action.
An estimate is a planning figure based on current information and assumptions. A quote is a client-facing offer prepared after scope, pricing, and terms are reviewed.
Require contact, site or environment, work type, timing, and a useful description. Require photos, plans, dimensions, budget, or selections only when essential for triage.
Yes. Conditional paths can ask remodel leads about rooms and utilities while website leads see page, content, and integration questions. Show specialized fields after project-type selection.
Use a labeled allowance for undecided items. Separate exclusions and client responsibilities, state which extra costs are included, and route open questions to follow-up instead of hiding them in the total.
Request number fields and a structured cost breakdown. For formulas, unit prices, option totals, markup, or tax, define the rules and verify the calculation before client-facing use.
Yes. Makeform provides unlimited free forms and responses. Generate, edit, publish, and collect submissions without a response cap; the paid tier removes the Makeform badge.
Usually it should collect information or record a planning figure, then direct the prospect onward. Use a separately reviewed workflow for acceptance, deposits, or contract terms; do not treat intake as automatic authorization.
Scope the work before pricing the work.
