Give the estimate button its own form that asks what a price actually depends on, say plainly what happens next and when, and make estimate requests easy to tell apart from general messages.

The button and what it opens

Many trade and service websites have a button near the top that says free estimate. Often it opens the same form as the contact page.

Name, email, phone and a box for a message. Exactly what someone gets who wants to ask about opening hours or a missing invoice.

The visitor clicked because they wanted a price for a particular job. Nothing on the form shows that anyone noticed.

So they type something short, like how much for my windows, and send it. Or they go back to the search results.

What a message box leaves out

A blank box leaves the visitor to guess what matters, and most guess wrong through no fault of their own.

The last is the one nobody designs for. A visitor who cannot tell whether to expect a call, an email or a knock on the door tends to hold back.

The correspondence it starts

A one-line request starts a correspondence. The business replies asking how big the house is, how many storeys, whether the inside is included.

The answer arrives a day later, missing one detail, and the business asks again.

Meanwhile the visitor has sent the same line to two other companies, and the first usable price often wins the job.

Ask what an estimate needs

Start with the questions you ask when someone phones for a price. Written down, those questions are the form.

Most trades price from a handful of facts: size, location, the type of work, timing and access. Each becomes a field.

Where an answer has only a few possible values, offer them as choices rather than a typing box: one, two or three storeys; inside, outside or both; this month, next month or just comparing.

Keep a message box at the end for anything else. Some people will still write a paragraph, which is fine once the essentials sit above it.

Required and optional

Every extra field loses a few visitors, and every missing one costs the business a reply. The trade-off runs both ways.

Require only what you cannot quote without. For most service businesses that is the type of job and a postal code, which decides whether the job is in your area at all.

Make the rest optional and say so beside each field. Someone who has never counted their windows can still send the request.

A worked example

A window washing business with one van and a crew of three cleans houses and a few storefronts across three suburbs east of the city.

Its home page had a large free estimate button that opened the ordinary contact form.

Most requests said little more than a price for my windows, please, and each needed a reply asking about storeys, window count and whether the inside was included.

The owner answered in the evenings, after a day on ladders, and by then some of those people had booked whoever replied first.

The fix was a form of its own: storeys, a rough window count, inside or outside or both, screens and tracks, skylights or glass railings, postal code and a preferred week.

Beside it, three lines said what would happen: a price by email within one business day, a visit only for large or unusual buildings, and the price held for thirty days.

Most houses could now be priced in a single reply, and the few that needed a visit were obvious from the answers.

Say what happens next before they send

That second half of the fix sits beside the form, not in the email that follows it.

Someone deciding whether to send a request wants three answers: who will reply, how soon, and whether anyone has to come to the property.

Put them in plain sentences next to the form. A reply within one business day. Most jobs priced by email. Larger jobs need a short visit at a time you choose.

Those lines answer the doubt that stops people pressing send, which is not knowing what they are agreeing to.

What free includes

The word free does useful work on the button, and it raises a question the page should answer.

Usually it means the estimate costs nothing and carries no obligation. Say that, in those words.

If it is free only inside your service area, or a site visit is charged and later credited against the job, say so before anything is sent.

A condition discovered later costs more goodwill than the charge is worth.

Estimates in their own pile

Once the form exists, make its emails easy to pick out. A subject line that starts with estimate request, followed by the storeys and postal code, can be sorted at a glance.

And send yourself a test request once a month. A form that quietly stops sending email shows no sign of it on the website.

The counter-case

Some work cannot be priced from a form at all. A renovation or anything structural needs someone on site, and a long form asking for details the visitor cannot judge only gets in the way.

For those businesses the estimate form can be short: the kind of project, location, timing and a good time to talk. Its job is to book the visit.

A business with only a few requests a month may also manage with one form that opens with a choice between a question and an estimate.

Either way, a button that promises an estimate should lead to a form built for estimates.

Rebuilding the form

  1. Tap your own estimate button on a phone.
  2. List the questions you ask callers about price.
  3. Turn each into a field, with choices where possible.
  4. Write what happens next beside the form.
  5. Say what free includes and any conditions.
  6. Give estimate emails their own subject line.
  7. Send a test request once a month.

Step four is the one most estimate forms skip, and it decides whether the request is sent at all, since few people commit to a process they cannot picture.

Who will read the request matters as much as what it asks, which is covered in the owner's face next to the contact form.


Frequently asked questions

Why not use the contact form for estimates?

Because it asks for a message and nothing else. The visitor has to guess what matters, and the business has to reply with questions before it can give a price.

What should an estimate form ask?

The questions you ask callers about price: the size of the job, location, type of work, timing and anything that makes access harder. Offer choices rather than typing where you can.

How many fields should be required?

Only what you cannot quote without, usually the type of job and a postal code. Make everything else optional, since each required field costs some visitors.

What should the page say beside the form?

Who will reply, how soon, and whether anyone needs to visit. Those answers remove the main reason people hesitate, which is not knowing what they are agreeing to.

Does the word free need explaining?

Yes. Say that the estimate costs nothing and carries no obligation, and mention conditions such as a service area or a charged site visit before anything is sent.

What if every job needs a site visit?

Then keep the form short: the kind of project, location, timing and a good time to talk. Its job is to book the visit, and the page should say so.

West Coast Media Solutions Inc. provides web design, web development, hosting, digital marketing, and business consulting to organisations across Canada, drawing on more than twenty-five years in the field.

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