Local Service Quote Request
Turn map and search traffic into quotable, callable enquiries.
A ready-to-use lead generation & sales form for sales teams, agencies and independent consultants: 13 questions, 2 pages, 3 conditional rules.
- Questions
- 13
- Pages
- 2
- Layouts
- classic · card
- Conditional rules
- 3
- Typical time
- 3 min
Searches this template answers
- quote request form
- local service estimate form
- request an estimate form template
- free quote form for small business
- service enquiry form
- callback request 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 2 — What you need
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
Local Service Quote Request is built for sales teams, agencies and independent consultants who need to qualify inbound demand before anyone spends time on a call.
- Sales teams, agencies and independent consultants working in lead generation & sales.
- Teams who need to qualify inbound demand before anyone spends time on a call without writing code or paying for a custom build.
- Anyone replacing unqualified enquiries clogging the pipeline with one structured record per enquiry.
- Respondents are prospects arriving from ads, search and referrals — the form asks them 13 questions across 2 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of unqualified enquiries clogging the pipeline and turns each submission into a record your team can act on immediately.
- 8 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 captures a full postal address.
- Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
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 Local Service Quote Request 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.
- 4Publish 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.
- 5Watch 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 “Timeline” is ASAP, the form dynamically exposes “Is this an emergency?”. Otherwise that question never appears.
- Features advanced show logic: if “Budget” is Not sure, the form dynamically exposes “Have you had this quoted before?”. Otherwise that question never appears.
- Features advanced show logic: if “How did you hear about us?” is Referral, the form dynamically exposes “Who referred you?”. 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
Someone who found you on a map listing is comparing three businesses and will hire whichever one replies first. This form is built for that moment: short enough to finish on a phone at a traffic light, structured enough that you can quote or call without a discovery conversation. The service description prompt asks for the problem rather than the solution, which prevents an enquiry that just says fence. Budget and timeline are ranges, so the enquiries that are genuinely ready sort themselves to the top of the list. The location field lets you decide whether the job is inside your radius before spending a minute on it. A how-did-you-hear question quietly tells you which channel pays, so next quarter's marketing spend is a decision rather than a guess. Best time to call is optional but valuable: a callback that arrives when the customer is free converts far better than three missed attempts and a voicemail.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — What you need
- Service neededrequired
- Describe the jobrequired
- Timelinerequired
- Is this an emergency?
- Budgetrequired
- Have you had this quoted before?
Page 2 — How to reach you
- Full namerequired
- Email addressrequired
- Phone numberrequired
- Job location or address
- How did you hear about us?required
- Who referred you?
- Best time to call
13 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 “Timeline”
- Reveals questions
If “Timeline” is ASAP, the form reveals “Is this an emergency?”.
Driven by “Budget”
- Reveals questions
If “Budget” is Not sure, the form reveals “Have you had this quoted before?”.
Driven by “How did you hear about us?”
- Reveals questions
If “How did you hear about us?” is Referral, the form reveals “Who referred you?”.
Set it up step by step
- 1
Link it everywhere a search lands
Map listing, homepage button, ad extensions and email signature all point at the same form.
- 2
Set the confirmation message
Use: "Quote request received. We'll call within 24 hours." and mean the twenty-four hours.
- 3
Track the source answer
Review it monthly and move budget toward whichever channel actually produces booked work.
Mistakes to avoid
- Asking twelve questions on a form meant for a first enquiry.
- Promising a response time you cannot hold during a busy week.
- Ignoring the source question, which is the only free attribution data you will get.
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
Call within the hour if you can. Speed of first reply beats price on most local enquiries — and log the outcome against the source answer.
Works in both layouts
Forms that overlap this one
These pages cover the same subject ground as the local service quote request, matched on the words people actually search for.
Service Area Enquiry Form
capturecontactenquirieenquirygeneration
Request a Quote (RFQ) Form
capturecontactenquiryestimategeneration
Google Business Profile Setup Form
businescapturecontactenquirygeneration
Instant Quote Request
capturecontactenquirygenerationinquiry
Contact Us Form
businescapturecontactenquirygeneration
Newsletter Signup Form
businescapturecontactenquirygeneration
Frequently asked questions
Why ask for budget at enquiry stage?
As bands, it costs nothing to answer and immediately separates a fifty-thousand-dollar job from a repair call.
Should the phone number be required?
For local service work, yes. Most of these jobs are booked on a call, not by email.
Will a form lose me phone calls?
No — it captures the people who will not call, particularly outside business hours, which is when much of this traffic arrives.
How fast must I respond?
Within an hour during the day. Enquiries are usually sent to several businesses at once.
Is the Local Service Quote Request template free to use?
Yes. You can preview and test Local Service Quote Request 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 Local Service Quote Request template ask for?
It asks 13 questions across 2 pages, 8 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 Local Service Quote Request 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 lead generation & sales form work?
3 conditional rules ship with the template: Features advanced show logic: if “Timeline” is ASAP, the form dynamically exposes “Is this an emergency?”. Otherwise that question never appears. Features advanced show logic: if “Budget” is Not sure, the form dynamically exposes “Have you had this quoted before?”. Otherwise that question never appears. Features advanced show logic: if “How did you hear about us?” is Referral, the form dynamically exposes “Who referred you?”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Local Service Quote Request 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 Local Service Quote Request 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.
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