Skip to content

← All documentation · Winning work

Quote requests from your website

Web app2 min readUpdated

Every company gets a public request-a-quote page and an embeddable widget for its own site; requests land in a leads inbox that turns one into a customer, a property and a draft quote in a single step.

Switch on the public request form, watch a real request come in, and turn it into a customer and a draft quote.

All videos →

Work that arrives on its own is the cheapest work there is. Two things make that happen: somewhere for a stranger to ask, and somewhere for the ask to land.

The request page and the widget

The website widget section of Settings, with the embed snippet and appearance options

Every company — and, on Business, every location — gets a public request-a-quote page you can link from your website, your Google listing or a social profile. A visitor leaves a name and a way to reach them. They never make an account.

If you would rather the form lived on your own site, paste one script tag and it does: as an inline form, or as a floating button in the corner. Restyle it from Settings — accent colour, light or dark, the headline, which questions to ask — and every widget you have already published updates, without anybody touching the code again.

The form follows the visitor's browser language, English or Spanish. A stranger's language is something only their browser knows, so it is the only sensible place to get it from.

Visitors can attach up to five photos. On a plan with AI assists, those photos and the visitor's message are read to pre-fill the draft quote's rooms and tasks from your own library — you review and price every line before anything is sent.

The leads inbox

The quote requests inbox, listing incoming leads with their contact details and message

New requests badge the navigation and email the office. Each one can be:

  • Converted — into a customer, a property and a draft quote, in a single step, landing you in the quote editor; or
  • Dismissed, for the ones that are not real work.

The same inbox is on the phone, badged with the number still waiting, because the person most likely to see a new lead first is the one already out working. See Leads and customers on your phone.

How quickly you answer is the whole game

The quote funnel report counts what happens to requests after they arrive — see The dashboard and reports — and the needs-attention list on the dashboard puts new requests where nobody can miss them.