12 Questions to Ask in a Quote Request Form
A good quote request form asks 8 to 12 questions: who the customer is, what the job is, how big it is, when and where it happens, and roughly what they want to spend. Those are the answers you need to send a price on the first reply instead of a list of questions.
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Why the right questions matter
When a quote form is too short, the first reply is not a price but a round of questions: how many rooms, which date, which area. Every round costs a day, and the customer often asks a competitor in the meantime. A form that collects the details that move the price lets you answer while the customer is still deciding.
When a quote form is too long, people leave before they send it. The answer is not to ask everything, but to ask what changes the price and to leave the rest for the call. The questions below are grouped the way most quote forms are built: contact details, the job itself, then time, place and budget. Each one says why it is there, how to word it and which field type to use.
The 12 questions, by section
Contact details
1Full name
Why ask it: You need to know who you are talking to, and a name makes the reply personal instead of a generic price list.
Example wording: What is your full name?
Field type: Short text · Required
2Phone number
Why ask it: Many customers decide after a short call. A phone number lets you clarify a detail in two minutes instead of two emails.
Example wording: What is the best phone number to reach you?
Field type: Phone · Required
3Email address
Why ask it: A written quote is easier to send, forward and accept by email. Ask for it if you send quotes as documents.
Example wording: Where should we send your quote?
Field type: Email · Optional
The job
4Type of service
Why ask it: This is the question that sorts every request. A deep clean and a weekly clean, or a buffet and a plated dinner, are priced in completely different ways.
Example wording: What kind of service do you need?
Field type: Dropdown · Required
5Size of the job
Why ask it: Size is the single biggest driver of price. Ask for it in the unit you price by: rooms, square metres, guests or hours.
Example wording: How many rooms are there? / How many guests are you expecting?
Field type: Number · Required
6Details that change the price
Why ask it: Every service has extras that add time or cost: windows and ovens for cleaning, waiters and rentals for catering. A checkbox list shows customers what you offer and prices it in one step.
Example wording: Would you like any of these extras?
Field type: Checkboxes · Optional
7How often
Why ask it: A one-time job and a regular client are priced differently. Many businesses give a lower price per visit for a weekly or monthly booking.
Example wording: Is this a one-time job or a regular service?
Field type: Single choice · Optional
Time and place
8Preferred date
Why ask it: The date tells you at once whether you are available. If you are not, you can say so politely before anyone spends time on a quote.
Example wording: When would you like the work to be done?
Field type: Date · Required
9Location
Why ask it: Location decides travel time, parking and whether the job is in your service area at all. A city or area is often enough at this stage.
Example wording: Where is the job? (city or area)
Field type: Short text · Required
10Access and special conditions
Why ask it: Stairs without a lift, pets, a kitchen without gas or a narrow street change how you plan the job. One open question catches them before the visit.
Example wording: Is there anything we should know about the place, such as stairs, pets or parking?
Field type: Long text · Optional
Budget
11Budget range
Why ask it: Customers hesitate to give a number, but most will choose a range. The range helps you offer the right package instead of a price that surprises them.
Example wording: What budget did you have in mind?
Field type: Single choice · Optional
12How they heard about you
Why ask it: This does not change the price, but it tells you which ads, posts or referrals bring real requests, so you know where to invest.
Example wording: How did you hear about us?
Field type: Dropdown · Optional
What not to ask
- Their full address at the first step. A city or area is enough to check your service area and travel time. Ask for the full address when the job is booked.
- An exact budget figure. An open number field makes people stop and think. Ranges are answered faster and still tell you what you need.
- Questions you will ask again on the phone anyway. If a detail always needs a conversation, leave it for the conversation. Every extra field lowers the number of people who finish the form.
The ready form
Most of these questions are already in this template. Open it in the chat and ask the AI to add the rest, or to change anything for your business.
Cleaning Service Quote FormOpens the ready template in the chat, so you can fit it to your business.
Frequently asked questions
How many questions should a quote request form have?
Between 8 and 12 for most services. Ask what changes the price and leave everything else for the call.
Should I ask for a budget in a quote form?
Yes, as an optional question with ranges. It helps you suggest the right package, and customers who do not want to answer can skip it.
Should the phone number be required?
Usually yes. A short call closes many quotes faster than email. If your customers prefer email, make email required instead.
Can customers send photos of the job?
File upload is not available in Pinkit yet. Ask customers to paste a link to their photos, or ask for them by message after the request arrives.
How fast should I reply to a quote request?
As fast as you can, ideally the same day. A complete form lets you reply with a price instead of more questions, which is the fastest reply there is.