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Business supplies and services: Enquiry form for office fit-out companies

An enquiry form for office fit-out companies that collects floor plan, workspace counts, ways of working and move-in date up front, so an adviser walks into the first meeting with a draft layout.

Enquiry form for office fit-out companies. An enquiry form that collects the required information step by step. Example with demonstration data.

What makes an enquiry complete for office fit-out companies.

An enquiry to office fit-out companies often starts with a phone call from an office manager who is moving in a few months. They know how many colleagues there are, but not how many are in the office at the same time. The floor plan of the new building is with the agent, the landlord hands over the space with or without ceilings and flooring, and nobody knows whether the existing cabinets are coming along. The adviser notes what they hear, calls back later for missing documents and meanwhile draws a layout based on assumptions. When it turns out a quiet room or an extra meeting room is needed, the drawing starts again. A structured enquiry stops the first weeks being lost to back and forth.

Enquiry form for office fit-out companies

Example
  1. 1

    Capture building and timeline

    Done

    The form asks for the address or floor plan of the building, the floors to be fitted out, the date of key handover and the target move-in date.

  2. 2

    Ask about ways of working

    In progress

    Rather than just a headcount, the form asks how people work: how many are typically in at the same time, which departments need to sit together and how much meeting takes place.

  3. 3

    Collect existing furniture and wishes

    Next

    The client indicates which existing furniture should move across, ideally with a photo or list.

From form to assessed enquiry.

Capture building and timeline

The form asks for the address or floor plan of the building, the floors to be fitted out, the date of key handover and the target move-in date. It also asks in what condition the landlord delivers the space, because that determines whether flooring, lighting and partitions become part of the project.

Ask about ways of working

Rather than just a headcount, the form asks how people work: how many are typically in at the same time, which departments need to sit together and how much meeting takes place. That produces a first estimate of focus desks, collaboration spaces and meeting rooms, which the adviser later checks with the client.

Collect existing furniture and wishes

The client indicates which existing furniture should move across, ideally with a photo or list. They can also add wishes such as sit-stand desks for everyone, acoustic measures or a representative reception. The adviser gets a full picture and can use the first meeting to choose rather than to take stock.

Enquiries in one place, not the inbox.

Enquiries reach office fit-out companies by phone, email, the website and referrals from agents or architects. The form becomes the shared entry point and writes into the CRM the advisers already use. Floor plans and photos are stored with the project and are available to the designer. The client remains the owner of data about their staff; the form only asks for numbers, never names.

Self-service or filled in together

A facilities manager who completes the form alone has to gather internal answers about attendance and departments. That takes time, but produces better information. Filling it in together during a first call is quicker, but relies on what the contact person knows off the top of their head. You can send the form as preparation and complete it in the conversation.

Count staff or measure occupancy

The number of employees is easy to give, but says little about how many workstations are needed when people partly work from home. An estimate of average daily occupancy is more accurate, but assumes the client has insight into it. The form asks for both and lets the adviser discuss the difference.

Reuse existing furniture or replace it

Reuse is cheaper and more sustainable, but ties the layout to sizes and colours that do not always fit. Entirely new furniture gives freedom, but costs more. By surveying upfront what exists and what state it is in, the adviser can propose a mixed solution and show what each choice means.

Which questions the form asks.

Building, timeline, way of working, numbers and existing furniture: the enquiry form asks for all of it, accepts a floor plan as an attachment and passes the enquiry on to your CRM. We send two through together before it goes live: a simple extension of an existing floor, and a move where the floor plan is not yet final. Sharing the enquiry with an architect or estate agent can be switched on later.

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What if the client does not have a floor plan yet?

The enquiry can be submitted without one. The form then asks for the address and floor area, so the adviser can gauge what is involved. The floor plan is flagged as an open item and can be added later, for example once the agent or landlord provides it.

How do we stop clients asking for too many workstations?

By asking not just for the number of staff, but also for average attendance and ways of working. As the client fills it in, the form shows what those figures mean for the number of desks. The adviser then discusses the outcome, so the client decides how much room they want for busy days.

Can architects or agents submit an enquiry too?

Yes. The form asks who is submitting and on behalf of which client. An architect can upload their drawing and indicate which parts are already fixed. That makes it clear straight away who the fit-out company is coordinating with and who will ultimately place the order.

Is the form suitable for small requests?

For a few loose desks or chairs the full form is too much. That is why it starts by asking whether this is a fit-out project or a single order. For a single order only product, quantity and delivery address remain.

Enquiries that arrive complete.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

Ask a question No obligation · reply within one working day
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Your intakeEnquiry form for office fit-out companies Being filled in Ready for the call
What you want

Enquiry form for office fit-out companies: floor plan, workspace counts, ways of working and move-in date in one request, ready for a first layout.

Parts
  • Capture building and timeline
  • Ask about ways of working
  • Collect existing furniture and wishes
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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