Service Quote Calculator

Service Quote Calculator Template Overview

Give visitors an instant starting estimate without long back and forth. This template is ideal for service teams that price by scope, units, or hours and want a fast way to capture qualified leads. It is simple to edit, mobile friendly, and uses Calculations as a free, core feature to display a live total during the form experience. As customers make selections, the on-page total updates automatically so expectations are clear before they submit.

How Can the Service Quote Calculator Be Used?

Prospects often leave when they cannot get a quick number or must wait for a callback. A service quote calculator lets people price common jobs, choose options, and share contact details in one place. It reduces friction on pricing pages, improves form completion, and routes structured details to your team. You can also use it to guide buyers who search for an online service estimate or compare providers using a service cost calculator style experience.

Use the quick start steps below to get going today.

1. Download and import the template: Add the file to WordPress and open it in Ninja Forms.
2. Confirm fields: Review the items under Form Fields, then adjust labels, options, pricing, and validation to match your services.
3. Confirm actions: Verify Email Notification recipients and content, Success Message copy, and any Redirect to a thank you or scheduling page.
4. Enable optional add-ons: Activate PDF Form Submission to attach a branded quote PDF to emails, and OnePageCRM to log submitters as leads. This template also supports any CRM from our add-on library if you prefer a different provider.
5. Publish and share: Embed the form on a pricing page or share the direct form link.

What’s Available on the Service Quote Calculator Template?

This starter form keeps setup light and editing simple. It follows a clean structure with three short sections, includes only the essentials, and avoids optional fields unless they improve quoting accuracy. The estimate is calculated live using core Calculations, so there is no added cost to compute totals. Spam protection is included, and the template is ready to connect with CRMs through optional add-ons if you want to log new leads automatically.

Form Fields

1. Service Details

• Service (Select): Offers the choice of a scoped offering like AC tune-up, drain clearing, lawn mowing, or deep cleaning (all can be edited).
• Options and Extras (Checkbox List): Adds upsells like expedited service, eco products, disposal, or extended warranty; optional.
• Preferred Date (Date/Time): Allows the user to suggest a target date or window for the work; optional.

2. Instant Estimate

• Calculated Total (HTML): Displays the live estimate using merge tags from your calculation setup so the user sees pricing as they choose options.

3. Contact and Submit

• Name (Single Line Text): Collects the submitter’s full name for your follow up; required.
• Email (Email): Sends confirmations and the estimate summary; validated; required.
• Consent to Follow Up (Single Checkbox): Records permission for contact and marketing preferences; optional.
• Spam Check (hCaptcha): Reduces automated submissions using the preferred spam control.
• Submit (Submit): Sends the request and triggers all configured actions.

Automated Responses & Smart Integrations

This form is designed to do more than collect data. The actions below confirm receipt for the visitor, notify your team, and can sync new requests into your CRM for proper lead tracking.

• Email Notification: Sends a confirmation to the submitter and notifies your team with the full estimate context.
• Success Message: Shows a clear on-screen confirmation with next steps.
• Redirect: Sends the user to a thank you or scheduling page for faster conversion.
• Anti-spam: Uses hCaptcha to reduce bot entries.

Optional items if you enable related add-ons:

• CRM Integration: Syncs contacts and submissions to your CRM. For example, connect OnePageCRM to create a lead with mapped fields. This template also supports any CRM in our add-on library.
• PDF Form Submission: Automatically generate a branded quote PDF to attach to your emails or save for internal records.

A smart form like this one helps you avoid missed connections, automate the busywork, and improve your users’ experience all at once.

Get started today and transform your service quoting workflow with ease and professionalism!