Estimate request form examples by trade.

What an estimate form is for

A general contact form asks “how can we help?” An estimate form asks about the project itself, so the person who calls back already knows the job. That saves a phone round and makes the visit sharper.

The four forms below are examples we wrote. Change the options to match the jobs you actually do and the price bands you actually see.

Example: roof replacement

Asking about insurance up front tells you which kind of conversation to have. It doesn’t mean promising coverage.

• Step 1: What’s going on? (leak, missing shingles, old roof, buying or selling, other)
• Step 2: How many stories is the home? (1, 2, 3+)
• Step 3: What’s on the roof now? (asphalt shingle, tile, metal, flat, not sure)
• Step 4: Roughly how old is the roof? (under 10, 10–20, 20+, not sure)
• Step 5: Is an insurance claim involved? (yes, no, not sure)
• Step 6: When do you want it done? (ASAP, next 3 months, just planning)
• Step 7: ZIP code, name, mobile, email, consent to text
• Result: a price range for a home that size, then the inspection calendar

Example: kitchen remodel

Photos of each finish level do more than labels. Homeowners rarely agree on what “mid-range” means until they see it.

• Step 1: What kind of kitchen project? (full remodel, cabinets and counters, layout change, not sure)
• Step 2: How big is the kitchen? (small, medium, large, with a short description of each)
• Step 3: Are you moving walls, plumbing, or appliances? (yes, maybe, no)
• Step 4: Which finish level fits? (practical, mid-range, high-end, with a photo of each)
• Step 5: When are you hoping to start? (within 3 months, 3–6 months, 6+ months)
• Step 6: Which range are you planning around? (bands from your recent kitchens)
• Step 7: Who else is part of the decision? (just me, spouse or partner, other)
• Step 8: ZIP code, name, mobile, email, consent to text

Example: HVAC system replacement

The “not working” branch matters. A homeowner without cooling shouldn’t be waiting on a calendar slot next week.

• Step 1: What do you need? (replace the whole system, AC only, furnace or heat pump only, not sure)
• Step 2: What’s happening now? (not working, working but old, uneven temperatures, high bills)
• Step 3: Roughly how old is the current system? (under 10, 10–15, 15+, not sure)
• Step 4: About how big is the home? (square footage bands)
• Step 5: Do you own the home? (yes, no)
• Step 6: ZIP code, name, mobile, email, consent to text
• Result: if not working, a prompt to call now; otherwise, the estimate calendar

Example: patio or hardscape

Square footage bands work better than an exact number. Most homeowners guess, and a band admits that.

• Step 1: What are you building? (patio, walkway, retaining wall, driveway, outdoor kitchen)
• Step 2: About how big? (square footage bands, or “help me figure it out”)
• Step 3: Which material? (concrete, pavers, stone, not sure, with photos)
• Step 4: Is there anything to remove first? (old concrete, grass, nothing)
• Step 5: When do you want to enjoy it? (this season, next season, just planning)
• Step 6: ZIP code, name, mobile, email, consent to text
• Result: a price range based on size and material, then booking

Building it so people finish

Put one question on each screen, show progress, and let people go back without losing answers. Use the same answers to fill the booking confirmation and the notes your team sees.

Watch where people drop off. If a step loses a lot of homeowners, reword it, make it optional, or move it later. Then check whether booked estimates went up.