Quote request forms that actually get filled out

A form is for the person who isn't ready to call. Keep it short, make it easy on a phone, and make sure it reaches you.

What the form is for

Some people would rather not call. They're at work, it's late at night, or they just don't like the phone. A form gives them a way to reach you anyway. Its job is to get you enough to call back prepared, not to collect everything you'd need to write the estimate.

Fields worth keeping

  • Name
  • Phone
  • Address, or at least the town, so you know if it's in your area
  • What do you need? One open box.
  • One or two trade questions as tap-to-choose options: job type, rough size or timing

That's five or six things. Each one you add is another chance for someone to quit halfway, so add a field only if it changes what you do next.

Fields to drop

  • "How did you hear about us?" as a required question. Ask on the call.
  • Budget as a required field
  • Separate boxes for first name, last name, street, city, state and zip when one or two would do
  • Fax, company name or job title on a homeowner form
  • Anything sensitive. Never ask for Social Security numbers, bank details or card numbers on a contact form.

Make it easy on a phone

  • Big boxes and a big button, with labels above the boxes, not inside them
  • Set the phone field so the number pad opens, and the email field so the email keyboard opens
  • Let the phone's autofill work for name, phone and address
  • Use buttons or a short dropdown for choices instead of typing
  • Mark what's optional, and keep required fields to the minimum
  • Let people attach a photo if it helps you, but never require it

Clear labels and readable error messages also help people who use screen readers; see accessibility basics.

Say what happens next

Beside the button, add one line: "We call back within one business day", or whatever you can truly keep. Label the button with what it does, like "Request my quote", not "Submit". After they send it, show a clear thank-you message that repeats when they'll hear from you and gives your number in case it's urgent.

Make sure it reaches you

A form that sends to an inbox nobody reads is worse than no form. Send requests to an email you check daily, and consider a text alert as well. Fill out your own form once a month to confirm it still arrives and isn't landing in spam. Then call back fast; following up on quote requests covers that part.

Spam and privacy

Forms attract junk. A hidden "honeypot" field or a simple spam filter can block a lot of it without making real people solve puzzles. Tell people what you do with their details in a short privacy note near the form, and only send marketing texts or emails to people who agreed to them. Rules on this vary, so check what applies to your business.

Keep the phone number next to it

Put a tap-to-call number beside the form. Some people start a form, then decide calling is quicker. Let them.

Quick test

  1. Open your site on your phone.
  2. Time yourself filling out the form with one thumb.
  3. If it takes more than about a minute, cut a field.
  4. Check that the request arrived, and how long it took.

See what your site could look like

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