Quote Form Grader
Score your current installation quote form out of 100. Tick the fields your form already collects and see exactly what you're missing — with recommendations for each gap.
Tick every field your current quote form includes:
Be honest — only tick what your form actually asks for today.
Why your quote form fields matter
Most installation businesses lose leads not because of their product or pricing — but because of slow, incomplete follow-up. When a customer submits a vague enquiry (“Can I get a quote for blinds?”), your team has to go back-and-forth collecting photos, measurements, location and budget before they can even begin to price the job.
A well-structured quote form eliminates most of this. Customers are willing to share more information upfront if the form asks for it clearly and explains why each piece of information is needed.
The fields that matter most are: photo upload (replaces a pre-quote site visit in many cases), location (confirms serviceability), phone number (enables fast callback), and timeline/urgency (helps prioritise your follow-up queue).
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Frequently asked questions
What fields should an installation quote form include?▼
An effective installation quote form should collect: customer name, email, phone, suburb/location, product type, photos, dimensions or space description, budget range, timeline, urgency, and any access notes. Photo upload is one of the most valuable fields — without photos your team cannot price the job without a site visit.
Why is photo upload so important in a quote form?▼
Photos allow your team to assess the job without a site visit. For installation businesses, a single photo of the space can answer most sizing and complexity questions and eliminate multiple back-and-forth messages.
How do I improve my quote form after grading it?▼
Start by noting which fields score highest (photos, location, phone) and add those first. Then use the Quote Intake Form Builder to get a recommended field structure for your trade. A free lead audit will give you personalised recommendations based on your actual setup.