Websites
Quote request forms that bring you better leads
How to design a website quote form for a trades business: step-by-step questions, what to ask for each trade, where contact details go, and what should happen after Submit.
Core componentIncluded in Velocity
Dynamic Quote Forms
Replace the “Contact Us” email link with a quote engine.
Static contact forms send a few lines to an email inbox nobody checks from a job site. Dynamic Quote Forms guide the prospect step by step, collecting the details you need to price the job, then skip email entirely: the answers arrive in the MomentumOS App as a rich contact card, ready for a reply by text from your landline.
Included in Velocity · Custom-built for your services · Answers delivered to your app
The problem it solves
“Contact Us” pages lose leads.
Traditional contact pages rely on basic email routing. The message lands in an inbox that gets checked at the end of the day, often with half the details missing, and by the time someone replies, the prospect has asked two other companies.
Dynamic Quote Forms ask the right questions in the right order, and deliver the answers straight to where your team already works, so the first reply can be a real answer.
Better dataEvery detail, first time.
Step-by-step questions capture the information you need to quote, instead of a vague one-line message.
No emailStraight to your app.
The submission bypasses email and appears as a contact card in the MomentumOS inbox, on your phone or desktop.
How it works
From the first question to a text conversation.
Each form is built for your services during setup.
01
Guided questions
One step at a time: “What type of roof do you have?”, then “What is the square footage?”, then “Enter your contact details.”
02
Consent
Before submitting, the prospect sees your privacy policy link and ticks an explicit consent box.
03
Into your inbox
The answers are compiled into a rich contact card and pushed to the MomentumOS App, on smartphone or desktop, with every answer attached to the first message.
04
Instant follow-up
A branded text and email confirmation go out automatically, through Web-Lead Nurture.
What's included
A quote engine, not a contact form.
Multi-step data capture
Instead of one long, intimidating form, prospects are guided through a short, customized sequence of questions.
Built for your services
Interactive estimate and quote request builders, custom-built done-for-you for the jobs you actually quote.
Unified Inbox routing
Submissions bypass email entirely and arrive in the MomentumOS inbox the moment the prospect hits submit.
Rich contact cards
Each quote request becomes an enriched contact card with the full set of form answers attached to the first message.
Reply by text
Answer from the app, and the reply goes out from your business landline number.
Privacy built in
A mandatory privacy policy link and explicit consent checkbox before any personal information is captured, in line with PIPEDA.
Included in Velocity
Quote forms, built for the jobs you price.
Dynamic Quote Forms are included in the C$497 monthly Velocity package and custom-built during your website setup. Every request comes with an automatic confirmation, through Web-Lead Nurture.
Velocity includes Managed Website · Smart Booking & Calendar · Dynamic Quote Forms · Web-Lead Nurture, on top of everything in Traction. See the Velocity overview.
Velocity
C$497 /mo
Traction included
+ C$497 one-time website setup
For Traction clients after their 30-day trial. Or C$5,367.60 a year paid upfront (save C$596.40). Plus applicable tax; text usage from your C$50 credit.
Good to know
Straight answers.
Do I still get the request by email?
No. Submissions bypass email and go straight to your MomentumOS inbox as a contact card, with every answer attached.
Can each service ask different questions?
Yes. The forms are custom-built during setup around the jobs you quote, so each one asks what you need to know.
Where do I see the answers?
In the MomentumOS App's inbox, on your phone or desktop, attached to the prospect's first message.
How is consent handled?
Every form links to your privacy policy and asks for explicit consent before anything is submitted.
What does the prospect see after submitting?
An instant, branded text and email confirmation, so they know you have their request.
Further reading
Learn more in our articles.
Websites
Why your website's contact form loses jobs, and what to use instead
Contact forms that land in an email inbox are a slow way to answer someone who wants help today. How to turn website questions into text conversations instead.
Websites
How fast should you reply to a website lead? Faster than you think
Why the first hour matters for website leads, what an instant automatic reply should say, and how to make a fast personal follow-up part of the routine.