Customer
Identify the requester and decision-maker.
Capture the requester, organization, and best contact route. Ask whether someone else approves the work.
- Name, company, email, and phone.
- Preferred contact method.
- Owner, tenant, manager, or buyer.
Describe the work you estimate. Makeform turns your instructions into a service estimate form for customer details, job scope, access, measurements, photos, materials, and timing.
Send estimate requests to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the Makeform builder.
Audience
Homeowners requesting repairs
Format
Job intake with photos and access details
Prompt size
288 chars
Example form structure
Job intake with photos and access details
Customer and service address
What needs repair?
Describe the problem
Upload useful photos
Preferred visit windows
Suggested routing tags
New request
Needs site visit
Ready to estimate
Ask for the address and photos early; they can reveal travel, access, equipment, and material needs.
Step 1
Request
customer explains the job
Step 2
Qualify
scope and access are checked
Step 3
Inspect
site visit is booked if needed
Step 4
Estimate
labor and materials are priced
Better estimate requests
Turn a vague inquiry into a brief your team can assess remotely or route to a site visit.
Show repair customers fault fields and installation customers product, measurement, and removal questions.
Keep scope, dimensions, timing, location, and contact details in one submission.
Notify the estimator, send structured rows to a spreadsheet, and tag requests that need a site visit or missing information.
Made for service businesses
Replace the sample options with your services, coverage area, schedule, and estimating rules.
Capture the affected area, symptoms, urgency, equipment details, access restrictions, and photos before assigning a technician.
Ask for property type, size, frequency, condition, add-ons, pets, parking, and entry instructions.
Collect dimensions, conditions, materials, demolition needs, plans, utilities, and target dates.
Define objectives, deliverables, quantities, stakeholders, source files, review rounds, usage, deadlines, and budget range.
Build your intake
Tailor the generated questions, publish, and route submissions to the right estimator.
Name your services, pricing inputs, coverage area, and the details that determine whether you can estimate remotely.
Add your service menu, required measurements, budget bands, file uploads, and conditional follow-up questions.
Share the link from your website, local listing, email, or booking flow.
Send requests to the estimator, separate site visits from remote estimates, and follow up when a critical answer is missing.
Form vs email vs phone
A structured form gives estimators consistent scope information to review and transfer into quoting.
Field guide
Match fields to the variables used to assess travel, labor, materials, equipment, access, and timing.
Customer
Capture the requester, organization, and best contact route. Ask whether someone else approves the work.
Scope
Show focused follow-ups after customers select a service. Ask for variables that change the work.
Site
Collect the address, work location, parking, loading access, occupied hours, and restrictions that affect travel or setup.
Evidence
Photos, plans, model numbers, and reference files clarify the starting point. Label the view or document needed.
Timing
Ask when the work is needed, why the date matters, and when the site is available.
Qualification
Budget range, purchasing stage, and visit preference help the team choose the next response.
Related tools
Build a narrower estimate flow, quote request, or internal work handoff.
Collect property size, frequency, condition, and add-ons for cleaning estimates.
Open toolBuild a general request flow for customers seeking price and scope information.
Open toolGather project requirements when inviting contractors to prepare bids.
Open toolCollect broader client background before a service relationship begins.
Open toolTurn approved work into an internal record for assignment and completion.
Open toolAsk vendors or service providers for comparable pricing details.
Open toolFAQ
Practical answers for contractors and service providers organizing estimate requests.
It is an intake form customers complete before a provider prepares an estimate. It collects contact details, location, scope, quantities, conditions, photos, access, and timing for review.
Include contact details, service, scope, location, quantities or measurements, condition, timing, access, and uploads. Add service-specific fields such as bedrooms, equipment models, or deliverable sizes.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and receive estimate requests without a response cap. The paid tier removes the Makeform badge.
Yes. Start with a service choice, then show relevant follow-ups. Landscaping can ask about area and terrain; repair can ask about symptoms, equipment, and urgency.
Yes. Request useful files such as site photos, plans, equipment labels, measurements, brand assets, or inspiration. Place uploads beside the related scope question.
Its main role is collecting inputs. Review scope, conditions, materials, labor, travel, and exclusions before pricing. Route submissions to email, Slack, Google Sheets, or connected apps.
Collect time windows, address, and access details. Tag the request as needs site visit, confirm coverage, and schedule separately. Do not treat preliminary intake as final pricing when inspection could change scope.
Yes. Place it on your services page or share its link from email, ads, listings, and social profiles. Tell customers which details and photos to prepare.
Replace vague inquiries with usable job briefs.