Take quote requests for jobs

If you price work before you do it - plumbing, electrics, cleaning, landscaping, building, repairs - most of your website's job is getting one question answered: what would this cost me? A contact form technically asks it, but it arrives as three unstructured lines you have to ring back about before you can even think about a price.

The quote-request form asks the questions you would ask on the phone: what needs doing, where, when, and roughly what budget. Each request lands in a pipeline you can work through - new, contacted, quoted, won or lost - with a record of what you quoted and when.

Put the form on your site

1. Open your site in the builder.
2. Click an insert point and choose a quote form. There are two, and both feed the same pipeline: Quote Request Form (under Services) asks the full set of job questions, and Get a Quote (under CTA) is a compact call-to-action band with a shorter form. Several of the trade templates ship with the second one already on the page.
3. Publish.

The section ships with a sensible default: name, email, phone, what the job is, where it is, when they need it, an optional budget, and a description box. Everything on it is editable like any other section - change the headline, reword the labels, and edit the job-type dropdown to list your actual trades ("Boiler service", "Rewiring", "End of tenancy clean") instead of the generic Repair / Installation / Renovation set.

Only the email address is required of the visitor. The more of the rest they fill in, the faster you can quote - which is exactly what the surrounding copy tells them.

Where requests arrive

Every new request reaches you three ways:

• Email, with the job in the subject ("Quote request: Boiler service") and the details laid out. Press Reply and your answer goes straight to the person who asked - not to a noreply address.
• The notification bell in your dashboard.
• Quotes, in your project sidebar. It appears under Add a feature until you switch it on - and it switches itself on with the first request, so an arriving job is never hidden. The page is the full pipeline, and you can also reach it any time with search (Ctrl+K or Cmd+K) or at /quotes.

Work the pipeline

The Quotes page is an inbox with a memory. Each request moves through five stages:

• New - nobody has touched it yet (these carry a dot, so the unpriced jobs stand out).
• Contacted - you have spoken to them, no price given yet. One click on the row.
• Quoted - you gave a price. Open the request, enter the amount and an optional note under Record your quote, and save. The date is stamped automatically, so "when did I send that?" always has an answer.
• Won / Lost - how it ended. Over time this tells you your hit rate, which job types convert, and whether your pricing is landing.

Replying happens in your own email - the Reply button opens a message addressed to the customer with the job in the subject line. There is nothing new to learn and no second inbox to keep in sync.

Spam is filtered before it reaches you: obvious junk is caught silently, and anything the automatic moderation flags is filed under Spam rather than deleted, so a false positive is one click from recovery.

What the visitor sees

They fill in the form and get an on-page confirmation that the request was sent. They do not receive a confirmation email - your reply is the first email they get, which keeps the thread in one place: between you and them.

Plans and limits

Quote requests follow the same rule as online bookings: publishing the page is part of your website, and taking structured requests through it is the paid line.

• Free - the form still works and you still get the enquiry: it arrives in Contact messages with the job details, rather than in the tracked pipeline. Nothing is turned away. What a paid plan adds is the pipeline itself - statuses, the quoted amount, and the history.
• Starter - up to 100 quote requests a month.
• Growth Business - up to 500 a month.
• Agency - up to 5,000 a month.

The monthly count covers all the sites in your account together, not each site separately. Once you pass it, requests keep arriving as contact messages, so a busy month costs you the tracking rather than the lead. See pricing for the full plan comparison.

A few details worth knowing

• Everyone who asks for a quote becomes a contact. Requests link into your CRM automatically, so a person who enquired twice shows as one contact with a history.
• Team access is its own permission. Grant a member the Quotes area and they can work the pipeline without seeing your orders or settings.
• Search finds requests by job. Ctrl+K and typing "boiler" surfaces matching quote requests along with everything else.

If you are building a site for a trade from scratch, start from the trades and local services guide - the templates there pair naturally with this form.