Online Estimate Tool - Client Onboarding

This form helps us gather the details needed to build your customised online estimate tool. Your answers will be used to create the website form, pricing logic, estimate wording, follow-up process, and supporting knowledgebase.

Step 1 of 16

Section 1 - Business Details

Business Name(Required)

Contact Person(Required)

Email Address(Required)

Phone Number(Required)

Website

Primary service area(Required)

Please list the towns, regions, or suburbs you usually service.

Section 2 - Services to Include

What type of business are you?(Required)

Arborist / tree services

Builder

Plumber

Electrician

Painter

Landscaper / gardener

Roofer

Cleaner

Handyman

Other trade or service business

Other

Other business type

If not in the list above.

What services do you offer?(Required)

Which services should the estimate tool include?(Required)

Not every service needs to be included. Please list the services where an online estimate would be useful.

Are there services you do NOT want the tool to estimate?

Section 3 - Ideal Jobs

What does a good job look like for your business?(Required)

What types of jobs would you rather avoid?

Minimum job value you are happy to take on

Typical job value range

What makes a job easier, more profitable, or better suited to your business?

Section 4 - Pricing Method

How do you normally price jobs?(Required)

Hourly rate

Fixed price

Per unit

Per square metre

Per item

Per room

By site visit only

Combination

Other

Hourly rate details

Please include your hourly rate, minimum charge, call-out fee, and anything else that affects hourly pricing.

Fixed price details

Please explain your fixed pricing, including starting prices and what is included.

Per unit pricing details

Please explain the unit used, the price per unit, and any minimum charges.

Combination pricing details

Please explain how the different pricing methods work together.

Pricing by site visit only

Which parts can still be estimated online as a rough range, even if a site visit is needed for the final quote?

Other pricing method

Section 5 - Base Prices

Please provide base pricing for each service you want included(Required)

For each service, include the starting price, typical mid-range price, upper range, and what is included. Suggested format: Service, starting price, typical price, upper range, what is included.

Section 6 - Pricing Factors

What factors increase or decrease the price?(Required)

Size of job

Access difficulty

Location

Materials

Urgency

Site condition

Height

Safety risk

Waste removal

Travel time

Number of people required

Specialist equipment required

After-hours work

Client-supplied materials

Other

Pricing factor details(Required)

Please explain how each selected factor affects the price. Percentages, dollar amounts, or rough ranges are all useful.

Other pricing factors

Section 7 - Customer Form Questions

What questions do you currently ask customers before quoting?(Required)

What questions should the online estimate form ask customers?(Required)

Which questions are essential before an estimate can be given?(Required)

Which questions are helpful, but not essential?

Which questions directly affect pricing?(Required)

Which questions help identify poor-fit jobs early?

Are there any questions customers may struggle to answer?

For example, measurements, technical terms, product names, or details they may not know.

Would photos help with estimates?(Required)

Yes

Sometimes

Photo upload guidance

What photos should customers provide?

Section 8 - Inclusions and Exclusions

What is always included in your pricing?(Required)

What is not included, but customers often assume is included?(Required)

Optional extras or add-ons

Section 9 - Location and Travel

Do you charge differently based on location?(Required)

Yes

Sometimes

Location pricing details

Do you have travel fees or call-out fees?(Required)

Yes

Sometimes

Travel or call-out fee details

Areas you do not service

Section 10 - Common Customer Questions

What do customers usually ask after receiving a price?

What do customers often misunderstand about your pricing?

What commonly causes the final price to change?(Required)

Section 11 - Capacity and Timing

Current lead time

Do you prioritise certain types of jobs?(Required)

Yes

Sometimes

Priority job details

Busy periods or seasonal factors

Do you offer urgent or emergency work?(Required)

Yes

Sometimes

Urgent work details

Section 12 - Follow-Up Process

What should happen after someone receives the estimate?(Required)

Book a site visit

Request a formal quote

Phone call

Email follow-up

Upload photos

Other

Other follow-up step

Preferred contact method(Required)

Phone

Text message

Online booking link

Booking link

Section 13 - Real Job Examples

Please provide 3 to 5 recent job examples(Required)

Suggested format: Type of job, what was involved, final price, why it cost that amount.

Section 14 - Red Flags and Limits

What jobs would you decline immediately?

What situations require a site visit before any price can be given?(Required)

Are there any legal, safety, insurance, consent, or compliance issues we need to mention?

Section 15 - Brand Voice and Estimate Wording

How would you describe your business style?

Premium

Practical

Friendly

Straight-talking

Highly technical

Budget-conscious

Family-owned

Local specialist

Fast turnaround

Quality-focused

Other

Other style notes

How should customers feel after receiving the estimate?

Any wording you do or do not want used?

Section 16 - Final Notes

Anything else we should know before building your estimate tool?

Online Estimate Tool – Client Onboarding