Template · Local Services

Local Service Quote Readiness Check

Five questions sort the same-day emergencies from the 'ringing around for prices' — so every van hour goes to a job that books.

Best for: Trades, home services, movers, cleaners, landscapers, and any local business whose day is quoting.

Question 2 of 5

How urgent is it — same day, this week, this month, or planning ahead?

Rarely
Sometimes
Often
Almost always

The problem it solves

Three quotes a day, one job booked — and the two lost quotes were exactly the ones you drove furthest for.

Who it's for

Built for lead-driven businesses that want qualified leads, not just email addresses.

A short pre-quote form that replaces the 'need a quote' inbound. Homeowners get the honest answer on same-day, next-week, or self-service; you get the scope before you drive out.

What you learn as the owner or team

Every submission becomes a scored lead in your dashboard.

  • Name, address, and best contact number.
  • Readiness band, job type, and urgency.
  • Access notes and photos for the dispatcher.
  • Source tag: website · Google · van QR · WhatsApp · Facebook.
Example questions

Questions that surface real signal.

  1. 1What's the job — emergency repair, planned repair, new install, maintenance, or something else?
  2. 2How urgent is it — same day, this week, this month, or planning ahead?
  3. 3Can someone let us in during working hours?
  4. 4What's your rough budget band?
  5. 5Do you have a photo or short video of the job?
Example result bands

Every prospect gets a scored, useful outcome.

Same-day dispatch

Urgent, accessible, budget realistic — pull forward and dispatch today with a two-hour arrival window.

Book an inspection

Real job, real timeline, scope needs a site visit — book the free inspection slot this week.

Warm follow-up

Planning ahead or price-shopping — send the price guide, add to the quarterly check-in list.

What prospects see

A branded, personalized result — not another PDF.

Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.

  • Score + result band with a clear one-line summary
  • Recommended next steps tuned to the answers
  • A booking CTA that goes straight to your calendar
Your resultPreview
92
/ 100

Same-day dispatch

Active leak, water shut-off in place, someone home this afternoon, budget realistic for an emergency call-out — worth pulling forward from Thursday's quote list.

Recommended next steps

  • Dispatch the on-call van this afternoon
  • Text the two-hour arrival window with the technician's name
  • Prep the emergency-repair invoice template on the way
Best channels to share it

One link — share it everywhere it fits.

This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.

The 'get a quote' button on your website

The Google Business profile link

The QR sticker on the back of the van

Van-livery flyers and neighbourhood drop-cards

The pinned post in your local Facebook group

Auto-reply to every WhatsApp and Messenger enquiry

FAQ

Questions about this template

Launch this assessment funnel today.

Customize the questions, wire it to your booking link, and start capturing scored leads.

This template scores enquiry readiness against the criteria you configure. It is not a quote, an estimate, or a commitment to price or availability.