Form templates for home services

Form templates for home services businesses — movers, landscapers, cleaners, pest control crews and the property managers who hire them. Every form here is free to copy, edit and publish in formformform, from the first quote request to the work order the crew reads on the driveway.

33 use cases9 templates6 categories

Most of this work gets priced sight unseen. A moving lead is worthless without floor level, elevator access and whether a baby grand is involved; a landscaping quote needs property size and gate access before anyone loads a mower.

Conditional logic asks those questions only when they apply, so a one-bedroom apartment move and a military PCS relocation can share a single form. The same account covers the paperwork pointed the other way — bids you submit to a general contractor, the equipment and crew count an insurer wants before quoting.

28 forms home services actually build

Each one starts from a template you can open and edit. Grouped by the kind of form it is.

Construction form templates

Transportation & Logistics form templates

What home services usually collect

Access and site conditions

Floor level, elevator or stairs, gate codes, driveway width and where the crew parks. These decide crew size and hours, so they belong on the request form rather than in a phone call the day before.

Scope in the customer's units

Square footage and cleaning frequency for a janitorial bid, property size and service type for lawn care, piano type and workstation counts for a move. Ask in the measure the customer already has to hand.

Dates and seasonal windows

Snowbird departure and return dates, a college move-out week, the orders-based date on a PCS move, a first-service date for a lawn contract. Peak weeks fill fast, so collect the date and the flexibility around it.

Pets, hazards and fragile items

Pets and children in the house before a pest treatment, approximate value and insurance needs on fine art, whether an estate cleanout is keeping, donating or disposing. The crew reads these before they knock.

9 templates to start from

How to set one up

  1. 1

    Start from the Quote Request Form if you price jobs before visiting, or the Work Order Form if the crew needs an address, a service and gate access on the day.

  2. 2

    Cut the fields you never quote on and rename the rest in your own words — mow, prune, mulch beats a generic services dropdown that a homeowner has to guess at.

  3. 3

    Add logic so the stairs, elevator and packing questions appear only for moves, and the pet or child sensitivity note only when someone picks a pest treatment.

  4. 4

    Put it where the job starts: embedded on your services page, as a slide-in on pricing, and behind a QR code on van decals, yard signs and door hangers.

  5. 5

    Send each submission on to whatever you dispatch from, by webhook or Zapier, then filter responses by service and date when you plan next week's routes.

Frequently asked questions

Can customers send photos of the job with the form?

Yes. Add a File Upload field and the homeowner attaches straight from their phone — the overgrown bed, the wasp nest, the staircase the baby grand has to come down. The photos sit on the submission next to the address, so whoever prices the job sees it before quoting. Ask for measurements in the same form, so the estimate does not rest on one photo.

How do I quote a move without visiting the house?

Ask what a crew chief would ask on the phone, in order: apartment or house, floor level, elevator or stairs, packing service, then the specialty items — a baby grand, framed art, a storage unit that needs sorting first. Logic hides the branches that do not apply, so the form stays short for a studio move.

Can I take a deposit when someone books a job?

Yes. Add products and priced options to the form, then collect payment through secure hosted checkout with Stripe, PayPal, or Square. Payment status is tracked alongside the response.

Can one form cover residential and commercial work?

Yes. Branch on who is asking at the top. A homeowner then sees property size, service and frequency; a facility manager sees facility type, square footage and how many nights a week the cleaners come; a relocation coordinator sees employee counts and reimbursement policy. One link on the site, three sets of questions.

How do residents report a problem without an account?

They just open the link. A pest sighting form asks where in the unit, which pest and whether it has been seen more than once — enough for the tech to load the right bait before driving out. Same for HOA landscaping modifications: front yard plants, hardscaping, irrigation, straight to the committee. No login, no app.

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