Lead Generation & Quote Request Forms

You can effortlessly generate custom quote request forms with unique links perfect for sharing on social media, your website, or directly with customers. You'll get instant notifications on every submission and all customer details are automatically saved, streamlining your workflow and preventing duplicate entries. Plus, with activity counters, you can track the performance of your links to see what's working best.

Customizable Quote Request Forms

Create custom quote request forms that are easy for your customers to fill out. You can adjust multiple design aspects and select the exact fields you need to suit your business. This feature allows you to create a form that is simple, modern, and responsive, making it easy for your customers to submit their requests and for you to respond efficiently.

Easy, modern, responsive forms
Instant request notifications
Custom service dropdown options
Test multiple form variations

Fully Branded Lead Forms

Build customer confidence by presenting a request form that matches your company's style and brand. Multiple design options are available to help you create a form that looks professional and gets results. Easily create a seamless customer experience across your request forms, estimates, and invoices.

Match your company colors
Toggle design details
Seamless customer experience
Show your estimator info

Custom Field Data Collection

Easily toggle form fields on or off to collect the exact information your business requires. This flexibility enables you to create a custom request form that is straightforward and user-friendly. You can also specify which form data is required to provide an accurate quote. Automatic data validation ensures the data you receive is accurate and usable.

Hide fields you don't need
Require key information
Address autocomplete for accuracy
Usable data validation checks

Add Sales & Incentives With A Custom Header Page

Promote Sales & Lead Incentives

Promote your business and provide more info to customers before they fill out the form. Advertise sales and incentives, or provide more company info above your quote request form. You can create a custom header page with a header image, custom title text, and meta-friendly link details. This is a great way to boost conversions.

Add a page header image
Advertise sales & incentives
Add custom title text details
Meta-friendly page details

Instant Client Follow-Up Tools

When a request is submitted, you will receive an instant notification, and customer details can be automatically saved for you. This allows you to quickly contact potential customers and follow up on their requests. All request details are presented in a single view, making it easy to manage and convert requests into actionable steps.

Quickly contact potential customers
All request details in one view
Automatically save client details
Quickly convert request to an action

Duplicate Lead Prevention

WorkQuote automatically checks for conflicts when a request is submitted and lets you easily choose what to do. If similar client data already exists, it could be a spelling error, a spouse, or a completely new homeowner. This process helps ensure that you do not create duplicate client records and that your database remains clean.

Automatic existing client check
Checks for conflicting data
One-click data corrections
Prevents duplicate clients

Centralized Request Dashboard

All of your requests are displayed in a single, organized location, making them easier to manage and track. You can quickly identify which requests are new, which are still pending, and which come from existing clients. This organization helps ensure that you never overlook a request and provides a clear workflow.

Instant new request notifications
All requests ordered in one list
Icon for previous clients
Quick swipe to delete requests

Lead Source Tracking & Analytics

Track the performance of your request links with activity counters. You can see how many times a link has been viewed, how many requests have been submitted, and which links are performing best. This helps you understand which marketing channels are driving the most requests and allows you to optimize your efforts.

Create unlimited request links
Test various ad platforms
Compare views to request submits
Search & sort link activity

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Lead Generation & Request FAQs

Find answers to common questions about our field service software.

WorkQuote helps streamline lead generation by providing a dedicated system to capture and manage incoming service requests directly. Instead of managing emails and voicemails, all quote inquiries are instantly centralized in the app, ensuring no potential job falls through the cracks.

Yes. WorkQuote provides links that can be integrated into your website or social media platforms. This allows clients to easily submit detailed service requests, which instantly populate as new leads within your WorkQuote app.

New quote requests are typically visible and accessible within the WorkQuote app in real-time. As soon as a client submits a request, it appears in your dashboard, allowing you to quickly review the details and respond to the lead faster than your competition.

Yes. The quote request feature includes tracking capabilities that allow you to log how the client found your business. This data is essential for understanding which marketing channels (website, referrals, social media) are providing the highest return on investment.

WorkQuote centralizes client communication. You can instantly access the client's information from the quote request, allowing you to follow up quickly via email, phone, or text. Furthermore, the system makes it seamless to convert the request into a client profile and formal, professional estimate.

Digital management ensures rapid response times and excellent organization. By handling requests efficiently and sending a professional estimate immediately, you provide a high level of service from the first contact, which is proven to increase client trust and the likelihood of converting the lead into a booked job.