Take Control Of Bid Requests

Create links to custom quote request forms. These links can be shared anywhere online, on social media, or directly to customers.
When a request is submitted, you will be instantly notified and the customer details can be automatically saved for you.

Custom Request Forms

Custom Request Forms
Create custom request forms that are easy for your customers to fill out. You can adjust multiple design aspects and select the fields you need to suit your business. This feature allows you to create a request form that is simple, modern, and responsive, making it easy for your customers to submit their requests and for you to respond efficiently.
  • Easy Modern Responsive Forms
  • Instant Request Notifications
  • Custom Service Dropdown Option
  • Test Multiple Form Variations
Instant Request Notifications

Match Your Company Brand

Match Your Company Brand
Build customer confidence by presenting a request form that matches your company's style and brand. Multiple design options are available to help you create a form that looks professional and gets results. Easily create a seamless customer experience across your request forms, estimates, and invoices.
  • Match Your Company Colors
  • Toggle Design Details
  • Seamless Customer Experience
  • Show Estimator Info
Match Your Company Colors

Get The Data You Need

Get The Data You Need
Easily toggle the form fields that best suit your business on and off. This flexibility enables you to create a custom request form that is straightforward and user-friendly for your customers. You can also specify which form data is required to provide an accurate quote. Data validation checks are automatically included to ensure the data you receive is accurate and usable.
  • Hide Form Fields You Don't Need
  • Require Information You Need
  • Address Autocomplete For Accuracy
  • Usable Data Validation Check
Usable Data Validation Check

Add Sales & Incentives

Add Sales & Incentives With A Custom Header Page
Advertise sales and incentives, or provide more company info above your quote request form. This allows you to create a custom header page that can include a header image, custom title text, and meta-friendly link details. This is a great way to promote your business and provide additional information to your customers before they fill out the request form.
  • Add A Page Header Image
  • Advertise Sales & Incentives
  • Add Custom Title Text Details
  • Meta Friendly Page Details
Advertise Sales & Incentives

Easily Contact & Save Customer

Easily Contact & Save Customer
When a request is submitted, you will receive an instant notification, and customer details can be automatically saved for you. This allows you to quickly contact potential customers and follow up on their requests. All request details are presented in a single view, making it easy to manage and convert requests into actionable steps.
  • Quickly Contact Potential Customer
  • All Request Details In One View
  • Automatically Save Client Details
  • Quickly Convert Request To Action
Quickly Convert Request To Action

Keep Your Data Clean

Keep Your Data Clean
If similar client data already exists, it could be a spelling error, a spouse, or a completely new homeowner. WorkQuote automatically checks for conflicts when a request is submitted and allows you to easily choose. This helps ensure that you do not create duplicate client records and that you are aware of any conflicting data.
  • Automatic Existing Client Check
  • Conflicting Data Checks
  • One Click Data Corrections
  • Prevent Duplicate Client
Conflicting Data Checks

All Request In One Place

All Request In One Place
All of your requests are displayed in a single location, making it easier to manage and track them. You can quickly identify which requests are new, which are still pending, and which come from existing clients. This organization helps ensure that you never overlook a request.
  • Instant New Request Notifications
  • All Request Ordered In One List
  • Potential Previous Client Icon
  • Quick Swipe To Delete Request
Instant New Request Notifications

Track Your Link Results

Track Your Link Results
Track the performance of your request links with activity counters. You can see how many times a link has been viewed, how many requests have been submitted, and which links are performing best. This helps you understand which marketing channels are driving the most requests and allows you to optimize your efforts.
  • Create Unlimited Request Links
  • Test Your Various Ad Platforms
  • Compare Views To Request Submits
  • Search & Sort Link Activity
Compare Views To Request Submits