How do customers request a quote from my website?

Add the quote request form to any page with the shortcode

First name*
Last name*
Email address*
Phone number
Property address
City
State
Zip Code
Type of work
How should we reach you?
What do you need done?*Rooms, rough sizes, inside or outside, anything you already know.
Leave this field empty

. A contact page is the usual home for it. Someone who fills it in becomes a lead inside PaintClarity instead of an email you have to remember to answer.

The form always asks for a name and what they need done. Email, phone, property address, type of work and how they prefer to be reached can each be required, optional, or left off under PaintClarity, Settings, Quote Request Form. You can add up to six questions of your own there, and choose whether to be emailed as each request arrives or once a day.

New requests appear at the top of your Jobs page and on the Leads screen.

Open one and use “Convert to Request”. If the person already looks like a customer you have, PaintClarity puts the two records side by side and asks whether it is the same person before it links them. Nothing is saved until you create the request, so you can back out at any point.

Junk is flagged and kept in your Spam list, never thrown away, so a real customer is never lost to a bad guess.

Quote requests are part of PaintClarity Pro.