A quote request form is the form a service business puts in front of a customer who wants a price: what they need, where, when, and how to reach them, so the quote that follows is for the job actually described. Its cousins are the same shape with a different first line: a service request form template for work to be done, an inquiry form template or an information request form for a question, a records request form for a copy of what the business holds, and calculation forms, where the form itself works a figure as the customer fills it in. This page walks the request forms a small business issues, works a calculation form's figure on an example, and points at the free service request form on this site. It publishes no price for any service and no rule about which records a request must be granted.
The quote request: the job described before it is priced
A quote request form asks for the service, the address or the item, the timing and the customer's contact, plus the details the trade needs to price it: square feet for a clean, the make for a repair, the head count for a caterer. The service request form on this site takes those blanks so every request arrives the same way and the quote is for the job described rather than the job remembered. The quote's figures are the business's own and this site publishes none.
Inquiry, information and records requests
An inquiry form template and an information request form take a question and a way to answer it; a records request form or record request form takes a request for a copy of what the business holds on the requester, which some businesses must answer within a period the rule sets. The form records the request with its date so the business can show when it was received and when it was answered; which records must be released, and when, is the adviser's question and this site does not answer it.
Calculation forms: the form that works a figure as the customer types
Calculation forms total as the customer fills them in: an order form that shows the total, an intake that shows the first month, a rental application that shows the rent-to-income figures. That is what every form on this site is. On the worked example a first month is four sessions at $120 plus a $60 intake fee, $540, with a 50% deposit of $270 shown on the form; the customer sees the figure before they submit and the business receives a submission whose arithmetic is already done.
Keeping the requests
A request that lives in an inbox is a request that gets answered twice or never. OrderPadLedger Pro keeps every quote, service, inquiry and records request against the customer with its status, received, quoted, answered or closed, and exports the list. The free forms take the request and work the figures with no account and no payment.
Questions people ask about quote request form
What should a quote request form ask for?
The service, the address or item, the timing, the customer's contact and the details the trade needs to price it. The free service request form takes those blanks; the quote's figures are the business's own.
What is a records request form for?
A customer asking for a copy of what the business holds on them. The form records the request and its date; which records must be released, and when, is the adviser's question.
What are calculation forms?
Forms that work a figure as they are filled in: totals, first months, rent-to-income. Every form on this site is one, from the business's own rates and figures.