Questions that qualify the lead
Good lead qualification starts with the form. For most service businesses that means a handful of questions: what service they need, where the job is, how urgent it is, when they want it done, and photos if they help. Big projects can add a budget range. Every question earns its place, because each extra field is one more reason for someone on a phone to give up.
Conditional logic: only the questions that apply
Conditional logic means if-then rules. If someone says it’s an emergency, the form asks for the service address and skips the budget questions. If it’s a remodel, it asks about project size and timeline instead. Customers see a short, relevant form, and you still get every detail you need, because each answer decides the next question.
Quote request and estimate forms
A request-a-quote form should leave you ready to quote, not ready to start asking questions. For a roofer, that might be roof type, the problem and photos. For an HVAC company, system age, the symptom and the address. For a landscaper, property size and services wanted. We design the questions around how you actually price the work, so estimates go out faster and more accurately.
Automatic lead routing
Once the form knows what the customer needs, it can decide who should handle it. Lead routing sends each submission to the right place: the branch nearest the customer’s city, the estimator for large projects, the on-call tech for emergencies, or the right stage in your sales pipeline. No one has to sort a shared inbox by hand, and no lead lands with the wrong person.
Instant follow-up the moment they submit
Speed matters. A study published in Harvard Business Review found only 37% of US companies answered a web inquiry within an hour, and 23% never answered at all. With a smart form, the customer gets a confirmation and you get an alert the second they hit submit. Pair it with Marketing Automation and a personal follow-up sequence starts right away too.
Contact form vs smart request form
A basic contact form collects a name, an email and a vague message, then leaves all the work to you. A smart request form collects structured answers, flags urgency, routes the lead and starts the follow-up on its own. It’s the difference between “please call me” and “burst pipe in the basement at this address, homeowner is waiting by the phone.”
Not another form builder to learn
Form builder tools can make a form, but you still have to design the questions, write the logic, connect the alerts and keep it all working. We do that part. We design the questions and logic around your business, wire up the routing and alerts, and every submission lands in the same dashboard as your leads, calls and reviews instead of a separate inbox.
What it costs
Smart Request Forms are $125 a month as an add-on to any plan, and they’re included in our Dominate plan. Automated confirmation texts and emails carry small usage fees. Forms work anywhere you collect leads, including your website, landing pages for ads, and links you send by text. See all plans on our pricing page.
Common questions about smart request forms
What is a smart form?
A smart form changes as people fill it out. Each answer decides which question comes next, so customers only see what applies to them. When they hit submit, the form sends the details to the right person, alerts you and replies to the customer automatically.
What questions should a quote request form ask?
Only what you need to quote or schedule: the service needed, the address or ZIP code, how urgent it is, the timeline, and photos if they help. Big projects can add a budget range. Everything else can wait for the first conversation.
What is conditional logic in a form?
Conditional logic is a set of if-then rules. If a customer says the job is an emergency, the form asks for the service address and flags it urgent. If it's a remodel, it asks about budget and timeline instead. Nobody has to wade through questions that don't apply.
Can a form send leads to different locations or people?
Yes. Routing rules use the answers to decide where each lead goes, like the branch closest to the customer's city, the estimator for large projects, or the on-call tech for emergencies, each with an instant alert.
How much do Smart Request Forms cost?
Smart Request Forms are $125 a month as an add-on to any plan, and they're included in our Dominate plan. Automated confirmation texts and emails carry small usage fees.