Plan the fields for a contact or quote form

Your form plan

Example inputs, pre-filled so you can see how it works. Replace them with your own details.

A plan for the 'request a quote' form with 20 points in 6 sections, written for Smith Plumbing.

Required fields

• Name
• Phone number (a tap-to-call number if you ring back) or email address
• Which service? A list with the services the business really offers
• What do you need? A short message box

Optional fields

• Email address, if phone is the main way you reply
• Address or postcode of the job, so the service area can be checked
• Is it urgent? A yes/no, only if Smith Plumbing really handles urgent jobs
• Photos of the job, with a short note on what to upload and a file size limit
• How did you hear about us? Optional, and never required

Keep the form short

• Every extra required field lowers the number of people who finish it
• Ask only for what you need to reply, and ask the rest on the call
• Show one clear button, labelled with what happens next

After the visitor presses send

• Confirmation message: Thanks, we have your message. Smith Plumbing will reply [say when, only if it is true, for example: within one working day].
• Send the owner an email with every field, and test that it arrives
• Keep a record of each enquiry in one inbox the owner reads

Consent for text messages (only if you will text)

• Tick box, unticked by default: I agree that Smith Plumbing may text me about this enquiry. Message and data rates may apply. [Add your opt-out wording, for example: reply STOP to opt out.]
• Texting a business or person needs consent under the Telephone Consumer Protection Act; do not text people who did not give it. This is general information, not legal advice.

Spam and safety

• A hidden field that real visitors leave empty, which most bots fill in
• A short rate limit per visitor, rather than a hard-to-read puzzle
• A link to the privacy policy under the button, saying how enquiries are used

Copy everything

Copy textDownload as .txt

REQUIRED FIELDS [ ] Name [ ] Phone number (a tap-to-call number if you ring back) or email address [ ] Which service? A list with the services the business really offers [ ] What do you need? A short message box OPTIONAL FIELDS [ ] Email address, if phone is the main way you reply [ ] Address or postcode of the job, so the service area can be checked [ ] Is it urgent? A yes/no, only if Smith Plumbing really handles urgent jobs [ ] Photos of the job, with a short note on what to upload and a file size limit [ ] How did you hear about us? Optional, and never required KEEP THE FORM SHORT [ ] Every extra required field lowers the number of people who finish it [ ] Ask only for what you need to reply, and ask the rest on the call [ ] Show one clear button, labelled with what happens next AFTER THE VISITOR PRESSES SEND [ ] Confirmation message: Thanks, we have your message. Smith Plumbing will reply [say when, only if it is true, for example: within one working day]. [ ] Send the owner an email with every field, and test that it arrives [ ] Keep a record of each enquiry in one inbox the owner reads CONSENT FOR TEXT MESSAGES (ONLY IF YOU WILL TEXT) [ ] Tick box, unticked by default: I agree that Smith Plumbing may text me about this enquiry. Message and data rates may apply. [Add your opt-out wording, for example: reply STOP to opt out.] [ ] Texting a business or person needs consent under the Telephone Consumer Protection Act; do not text people who did not give it. This is general information, not legal advice. SPAM AND SAFETY [ ] A hidden field that real visitors leave empty, which most bots fill in [ ] A short rate limit per visitor, rather than a hard-to-read puzzle [ ] A link to the privacy policy under the button, saying how enquiries are used

A plan, not code: build it in the site's form tool. It uses only the business, trade, goal and photo choice you gave. The consent line applies only if the business will send texts, and the wording should be checked against the rules that apply to it. Written from your words, with no AI.