T&TTool & TallyRequest form checklist

Template

Quote request form checklist for local service websites.

Use this checklist to keep the form useful without making it feel like paperwork before the customer has talked to anyone.

Checklist

Suggested form decisions.

Contact basics: name, phone, email, and preferred contact method.
Service fit: service needed, project location or ZIP code, and whether the request is urgent or planned.
Project context: a short description, optional photo upload if the site already supports it, and a simple timeline question.
Response expectation: what happens after submit, typical reply window, and whether phone is faster for urgent requests.
Trust support: nearby reviews, licensing/insurance language if accurate, service area notes, and examples of similar work.
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