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Quote request forms that work on a phone

The quote form is the point where someone who likes your work decides to get in touch. This service reworks it so it asks only for what you need to price a job, is easy to finish on a phone and tells people what happens to the details they send.

Written by Christopher Lee, last revised

What this service is

A rework of the form a visitor fills in to ask for a quote or a site visit, on your existing website. We review what the form asks, rewrite the labels and the text around it, rebuild it if needed and test it on phones and with a keyboard. It starts at NZD 1,200, plus GST where applicable.

This is the smallest of our services and stands on its own. If the rest of your site is in reasonable shape, it is a sensible place to start.

What a good contractor quote form asks

Every required field is one more thing to type with a thumb, so the question for each one is simple: do you need this to reply usefully? We start from this list and remove anything you would not use:

  • the type of job, chosen from your own list
  • a short description in the customer's words
  • the area or suburb, so you can tell whether it is in your patch
  • rough timing, such as within a month or later this year
  • a way to reply, such as an email address or a phone number

Optional fields can cover photos, budget range or how the person heard about you. Anything you do not use when pricing, leave out. The quote form planner helps you decide field by field and produces a specification you can keep.

Labels, errors and phones

WCAG 2.2 asks for labels or instructions wherever content needs input from the user. In practice that means a visible label on every field, not placeholder text that disappears when someone starts typing. Where a field has a format, such as a phone number, the label says so before the person makes a mistake, and any error message names the field and says how to fix it.

Two newer WCAG 2.2 criteria matter for quote forms:

  • Redundant entry. If someone has already given information in the same process, they should not have to type it again; it should be filled in for them or available to select.
  • Target size. Controls should be at least 24 by 24 CSS pixels, with listed exceptions. We make buttons and checkboxes larger than that on phones.

Telling people what happens next

The Privacy Act's information principles expect a business to tell people, when it collects their details, why it is collecting them, who will see them and how to ask for access or correction. On a quote form, that fits in two or three sentences next to the button. From 1 May 2026, IPP3A adds similar duties when personal information is collected from someone other than the person it is about, which can happen when, say, a tenant fills in a form about the owner's property.

The form should also say what the person will get back. In the Commerce Commission's terms, accepting a quote creates a contract at that price, while an estimate is only the nearest price you can give and has to rest on reasonable grounds. If your first reply is an estimate, the confirmation message should say that, so nobody reads it as a fixed price.

If you plan to send marketing emails to people who enquire, New Zealand spam law requires their consent, accurate sender details and a working unsubscribe link. A separate, unticked checkbox is the clear way to ask.

What is included

  • a review of your current form and the pages that lead to it, with written notes
  • a revised field list agreed with you
  • rewritten labels, help text, error messages and confirmation message
  • a privacy notice beside the form, drafted for you to check
  • rebuilding the form in your current site where that is possible, or a replacement form if it is not
  • tests on phones, with a keyboard and with a screen reader's form mode

Access and details

  • access to edit the page, or someone who can make changes for us
  • where enquiries go now, and who answers them
  • the job types you want listed, and any you would rather not receive
  • a copy of any privacy statement you already have

Beyond the form rework

We do not connect forms to job management or customer databases unless that is quoted separately. We do not buy or send marketing emails. Spam filtering is set up on the form itself, but no filter catches everything.

Should the form ask for a budget?

Only as an optional field with ranges, and only if you will use it. Some people will not know; forcing a figure can put them off or produce numbers that mean little.

Can customers upload photos?

Yes, if your site and email can handle the files safely. Photos can help with pricing trade jobs. We limit file types and sizes and say what will happen to the images.

Is a phone number enough instead of a form?

For urgent work, a phone number is better. For planned jobs, a short form lets people send details when it suits them and gives you something in writing to price from.

Sources for this page

  1. WCAG 2.2 Understanding: Labels or Instructions, W3C WAI. Primary source
  2. WCAG 2.2 Understanding: Redundant Entry, W3C WAI. Primary source
  3. WCAG 2.2 on the 24 by 24 pixel target minimum, W3C WAI. Primary source
  4. The information privacy principles, Office of the Privacy Commissioner. Primary source
  5. Privacy Commissioner guidance on IPP3A, Office of the Privacy Commissioner. Primary source
  6. Quotes, estimates and invoicing for businesses, Commerce Commission. Primary source
  7. New Zealand spam law, Department of Internal Affairs. Primary source

How we choose and label sources is set out in the editorial policy.

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