Home services & trades · 5 questions
Home services service plan sign-up form template
Enrol customers in recurring maintenance. Free to use: sign up, choose the home services & trades starter, and this form is ready to edit and send.
Home services service plan sign-up form
Full name *
Email *
Phone
Property address *
Plan *
- Annual check
- Twice a year
- Quarterly
The questions
- 1. Full nameShort answer
- 2. EmailEmail
- 3. PhonePhone
- 4. Property addressShort answer
- 5. PlanSingle choice
Add, remove or reword any question, add logic to skip the ones that don’t apply, and put your own logo and colours on it. Send it as a link, a QR code or an email.
What happens to the answers
Every response is kept, counted and passed to the right person.
Every answer in one place
Responses land in the form's table, with views and completion tracked.
The team hears straight away
Email notifications tell the right people when a new response arrives.
Follow-ups that send themselves
An automation can confirm, remind and ask again, without anyone having to remember.
Automations that come with it
The home services & trades starter also sets up these follow-ups as drafts, ready to switch on.
Quote follow-up
Confirm quote requests and follow up until the job is booked.
Review request
Ask happy customers for a review after each job.
More home services templates
Further reading
Follow-up ·
How to ask customers for reviews: timing and wording
When and how to ask customers for reviews, with example messages, why you must ask everyone and not only happy customers, and how to follow up fairly.
6 min read
Follow-up ·
How to close the feedback loop with customers
Close the feedback loop twice: reply to each customer, then fix the cause and tell people. Includes follow-up rules to automate and how to check a fix worked.
6 min read
Reviews ·
How to respond to negative reviews (with examples)
A simple structure for replying to negative reviews, good and bad example replies, when to take it offline, and how to turn recurring complaints into fixes.
6 min read
Send your home services service plan sign-up form today.
The free plan covers three forms, one feedback source and 500 responses a month. No card needed.