Landscaping Project Brief Form
Scope a design or install job: budget, drainage, plants and timeline.
A ready-to-use home services & trades form for builders, electricians, plumbers and contractors: 17 questions, 3 pages, 3 conditional rules.
- Questions
- 17
- Pages
- 3
- Layouts
- classic · card
- Conditional rules
- 3
- Typical time
- 6 min
Searches this template answers
- landscaping project brief form
- landscape design intake form
- hardscape estimate form
- patio installation request form
- garden design questionnaire template
- landscape install scope form
Also filed under
Live preview and test console
This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.
Page 1 of 3 — The project
2 questions are hidden by conditional logic right now — change an answer above to reveal them.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
Landscaping Project Brief Form is built for builders, electricians, plumbers and contractors who need to scope a job and price it without a site visit for every enquiry.
- Builders, electricians, plumbers and contractors working in home services & trades.
- Teams who need to scope a job and price it without a site visit for every enquiry without writing code or paying for a custom build.
- Anyone replacing quoting blind and travelling out for work that never lands with one structured record per enquiry.
- Respondents are homeowners and site managers — the form asks them 17 questions across 3 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of quoting blind and travelling out for work that never lands and turns each submission into a record your team can act on immediately.
- 10 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It accepts a document or photo upload as evidence.
- It captures a full postal address.
- It allows multiple selections without free text.
- Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Landscaping Project Brief Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 3 conditional rules ship with it.
- Features advanced show logic: if “Does water pool anywhere after heavy rain?” is Yes, the form dynamically exposes “Where does the water collect?”. Otherwise that question never appears.
- Features advanced show logic: if “Is the property subject to an HOA or design approval?” is Yes, the form dynamically exposes “Has the HOA approved the work?”. Otherwise that question never appears.
- Features advanced show logic: if “Which elements are in scope?” includes Irrigation, the form dynamically exposes “Is there an existing irrigation system?”. Otherwise that question never appears.
- All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
About this template
Install work is a different business from mowing, and the intake has to reflect that. This brief asks the questions that decide whether a project is worth designing: which elements the homeowner wants — patio, retaining wall, sod, planting beds, irrigation, lighting, drainage correction, fencing — what problem they are actually solving, whether water pools anywhere after rain, how equipment can reach the back yard, and whether an HOA or permit approval is in play. A budget band is asked as a range rather than an open box, because a range gets answered honestly and immediately separates a $4,000 planting refresh from a $40,000 outdoor living build. Timeline expectations, inspiration photos and a site sketch upload complete the picture, so your first conversation is about design decisions instead of basic facts. The result is a scoping document you can attach to a proposal and reuse when the crew arrives on site.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — The project
- Which elements are in scope?required
- What problem are you trying to solve?required
- Does water pool anywhere after heavy rain?required
- Where does the water collect?
- Is there an existing irrigation system?
Page 2 — Site and access
- Property address
- Approximate area to be worked onrequired
- Can a mini excavator reach the work area?required
- Is the property subject to an HOA or design approval?required
- Has the HOA approved the work?
- Site photos or a sketch
Page 3 — Budget and timing
- Budget rangerequired
- When would you like work to start?required
- Inspiration or must-haves
- Your namerequired
- Email addressrequired
- Best phone number
17 questions in total.
How the form changes as it's filled in
This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Does water pool anywhere after heavy rain?”
- Reveals questions
If “Does water pool anywhere after heavy rain?” is Yes, the form reveals “Where does the water collect?”.
Driven by “Is the property subject to an HOA or design approval?”
- Reveals questions
If “Is the property subject to an HOA or design approval?” is Yes, the form reveals “Has the HOA approved the work?”.
Driven by “Which elements are in scope?”
- Reveals questions
If “Which elements are in scope?” includes Irrigation, the form reveals “Is there an existing irrigation system?”.
Set it up step by step
- 1
Set your real budget bands
Change the ranges so the lowest band sits at your minimum viable project — it filters enquiries you would decline anyway.
- 2
Send it before the site visit
Ask every design enquiry to complete the brief first; the site visit then costs you 30 minutes instead of two hours.
- 3
Reuse the brief in the proposal
Paste the answers into the scope section so the customer sees their own words in the contract.
Mistakes to avoid
- Leaving budget as an open text box, which most people skip.
- Not asking about machine access, then discovering a 32-inch side gate on install day.
- Skipping the drainage question on a job that is really a drainage job.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
Turn accepted briefs into a written scope with a change-order clause — landscape installs grow on site more than any other trade.
Works in both layouts
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Frequently asked questions
Should design consultations be free?
Many crews charge a design fee and credit it against the install. The brief makes that easier to justify because the customer can see how much thinking happens before anyone arrives.
How detailed should the site photos be?
Four photos from the corners of the work area plus one of the access route is enough for a first pass at scope and equipment.
Can I use this for commercial grounds work?
Yes — swap the HOA question for a property manager and site contact question, and add a question about after-hours access.
Does it replace a measured survey?
No. It is a scoping brief; measurements still happen on site or from a survey before you commit to materials quantities.
Is the Landscaping Project Brief Form template free to use?
Yes. You can preview and test Landscaping Project Brief Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Landscaping Project Brief Form template ask for?
It asks 17 questions across 3 pages, 10 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Landscaping Project Brief Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this home services & trades form work?
3 conditional rules ship with the template: Features advanced show logic: if “Does water pool anywhere after heavy rain?” is Yes, the form dynamically exposes “Where does the water collect?”. Otherwise that question never appears. Features advanced show logic: if “Is the property subject to an HOA or design approval?” is Yes, the form dynamically exposes “Has the HOA approved the work?”. Otherwise that question never appears. Features advanced show logic: if “Which elements are in scope?” includes Irrigation, the form dynamically exposes “Is there an existing irrigation system?”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Landscaping Project Brief Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Landscaping Project Brief Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
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