Service request form template
A service request form for plumbing, HVAC, electrical, cleaning, landscaping and general contracting. It captures what a tech needs to show up with the right parts at the right time, and doubles as a quote request form.
Service request form
Contact details
Full name
Phone
Date of birth
Address
The job
Type of service
Describe the problem or the work you need
How urgent is it?
Property and access
Property type
Are you the owner?
YesNoAccess notes (gate code, parking, pets)
Best day and time for a visit
Consent
I confirm the details above are accurate and that I am authorized to request work at this address. A quote will be provided before any work begins.
Signature
Date
Sections
Choose “Save as PDF” in the print dialog to download. Nothing you type leaves your browser.
Use it on your website
Put the short version online. AI calls them back in 60 seconds.
Long forms on a phone get abandoned. With RingOwl, your website asks three questions. If the visitor ticks “call me back”, your AI calls within a minute, asks the rest of this form, books the appointment and saves a complete record, with their consent on file.
Test the callback in your browser during the trial. Phone callbacks need a paid plan (US, Canada, UK, Australia and India numbers).
On your website
- Full name
- Phone
- What do you need done?
- “Call me back within a minute” box
Asked on the AI callback
- Describe the job
- Is it urgent?
- Service address
- Property type
- Email for the quote
- Best day and time for a visit
How to get the most out of a service request form
- Ask about urgency first
- It decides whether you send someone today or schedule a visit, so it should never be buried at the bottom.
- Get access details up front
- Gate codes, pets and parking notes save a wasted trip.
- Use it as your quote request form too
- The same questions give you enough to price most jobs, or to decide that you need a site visit first.
Service request form FAQ
What is a service request form?+
It's the form a customer fills in to ask for work: what needs doing, where, how urgent it is, and when someone can visit. For home service businesses it's usually the first step before a quote or a booked appointment.
What should a service request form include?+
Contact details, the service address, the type of work, a description of the problem, urgency, property and access notes, and the best time to visit.
Is a service request form the same as a quote request form?+
They overlap. A quote request asks the same questions but ends in a price instead of a booked visit. This template works for both.
How do I get customers to fill it in?+
Keep the online version to a few fields and collect the rest on the first call. Long forms on a phone get abandoned.
The consent wording on this template is a starting point, not legal advice. Have it reviewed for your state, your licensing board and your insurer.
More free intake form templates