Describe your solar workflow. Makeform creates a scheduling form for appointment windows, project details, site access, and an installation-day contact.
Send requests to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a complete prompt, tailor it, or send it to the Makeform builder. Every example is editable.
Audience
Homeowners whose rooftop solar project is ready for installation
Format
Scheduling request with ranked date windows and roof access
Prompt size
342 chars
Example form structure
Scheduling request with ranked date windows and roof access
Customer and project details
Installation address
Rank three preferred installation windows
Roof, driveway, gate, and pet access notes
I understand the office will confirm the appointment
Suggested routing tags
Ready to schedule
Access follow-up
Permit pending
Ask for three appointment windows so dispatch has practical alternatives.
Step 1
Request
customer, project, address, and date choices
Step 2
Check
permits, equipment, access, and crew readiness
Step 3
Confirm
dispatch assigns the final installation window
Step 4
Prepare
customer receives site and access instructions
Why structured scheduling matters
Collect the project readiness, access constraints, and customer availability behind every requested date.
Required project numbers, addresses, and contacts keep every request tied to the right job.
Collect ranked windows and let dispatch confirm one after checking availability.
Capture gates, parking, roof access, panel location, pets, and restricted hours before arrival.
Built around real installations
Choose the closest workflow, then adjust its fields and routing.
Ranked date choices, adult-presence confirmation, property access notes, pets, and a day-of contact for occupied homes.
Conditional questions for battery location, panel access, photos, and Wi-Fi.
Operating hours, blackout dates, loading, roof access, and facility contacts.
Capture the current booking, replacement windows, changed site notes, and the customer's preferred confirmation channel.
Scheduling workflow
Move from customer preferences to an internally reviewed appointment.
List your project types, date choices, readiness checks, and access questions.
Require project details and reveal battery, commercial, or rescheduling fields when relevant.
Notify scheduling by email or Slack, or send submissions to Google Sheets.
Check crews, equipment, permits, utility milestones, and access before confirming.
Form vs phone tag vs open calendar
Give dispatch enough project, equipment, travel, and access context to assign a crew.
Field guide
These six field groups connect customer preferences with project and access details.
Customer and project
Connect every submission to the correct record, even when a household has several contacts or a contractor manages multiple sites.
System scope
Project scope affects crew size and equipment. Ask what customers can verify, then connect the response to internal plans by project number.
Appointment preferences
Offer a defined date range and request ranked windows. Distinguish those preferences from the appointment your team confirms.
Site readiness
Concrete readiness questions reveal follow-ups the project team should resolve before assigning a date.
Access and constraints
Keep access notes with the request. Use conditional fields for residential pets or commercial loading zones and hours.
Confirmation and changes
State that requested windows need confirmation and provide a route for changed contacts, access, or availability.
Related tools
Build companion forms for project intake, inspections, maintenance, and follow-up.
Create appointment intake for consultations, surveys, and service visits.
Open toolStandardize the internal handoff when a sold solar project enters operations.
Open toolCapture structured electrical inspection observations and follow-up items.
Open toolRoute post-installation equipment or property concerns to the right team.
Open toolAsk customers about communication, crew arrival, site care, and the installation experience.
Open toolFAQ
Answers for solar operations teams replacing phone tag.
It collects preferred installation windows, project details, site readiness, and access notes. Scheduling reviews the request before confirming an appointment.
Require contact, project number, address, ranked windows, a day-of contact, and confirmation preference. Add project-specific access fields.
Ask for exact preferred dates, but label them as requests until staff check crew, equipment, travel, project status, and access. Three ranked windows provide alternatives.
Yes. Conditional logic can show pets, adult presence, and driveway access for homes, or loading, operating hours, restricted areas, and facility contacts for commercial sites.
Yes. Add uploads for the panel, equipment location, roof-access route, parking, or a site map. Label each upload with what the image should show.
Collect the project number, current appointment, reason, replacement windows, and updated access. Keep the existing appointment until scheduling confirms a replacement.
Yes. Makeform provides unlimited free forms and responses. Generate, edit, publish, and collect requests without a form or response cap; the paid tier removes the Makeform badge.
Responses reach your Makeform inbox. You can also send them to Google Sheets, notify Slack, or connect workflows through Zapier.
Replace installation phone tag.
