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Construction and installation: Enquiry form for rainwater system installers

An enquiry form for rainwater system installers that asks for roof area, outlets and garden access, so a first design can start without another round of phone calls.

Enquiry form for rainwater system installers. An enquiry form that collects the required information step by step. Example with demonstration data.

What makes an enquiry complete for rainwater system installers.

An enquiry to rainwater system installers often starts with a single line: we would like a rainwater tank. Then follows a series of calls to find out how much roof drains, where the downpipes are, which points in the house need water and whether there is a cellar or crawl space for the pipe. The customer does not know the roof area offhand and over or underestimates what a washing machine uses. Sometimes it only emerges during the visit that the back garden is reached by a narrow path or that a soakaway crate is already buried there. Every missing detail means another trip or a quote built on assumptions that later have to be revised.

Enquiry form for rainwater system installers

Example
  1. 1

    Ask in the customer's language

    Done

    The form does not ask for square metres of roof but lets customers pick a recognisable situation: terraced house, detached with a shed, commercial unit.

  2. 2

    Make missing details visible

    In progress

    Certain answers trigger a follow-up.

  3. 3

    Hand over to the designer

    Next

    A complete enquiry arrives as a file with address, sketched roof, chosen outlets, photos and wishes around overflow and soakaways.

From form to assessed enquiry.

Ask in the customer's language

The form does not ask for square metres of roof but lets customers pick a recognisable situation: terraced house, detached with a shed, commercial unit. A map or aerial photo helps them sketch the roof roughly. They choose outlets from a list with toilet, washing machine, outside tap and irrigation, each with a short note on what it involves.

Make missing details visible

Certain answers trigger a follow-up. If someone picks toilet flushing, the form asks about the route from garden to house and whether there is a crawl space. If a photo of the passage or the consumer unit is missing, the enquiry is marked incomplete with exactly those gaps listed, so the office can call back with a focused question.

Hand over to the designer

A complete enquiry arrives as a file with address, sketched roof, chosen outlets, photos and wishes around overflow and soakaways. The designer sees on one screen whether a site visit is needed or a provisional sketch can be done remotely. Enquiries outside the service area or the range receive a polite decline with an explanation.

Enquiries in one place, not the inbox.

Enquiries now arrive through the contact form, email, phone and sometimes from a contractor sending a list of new-build plots. The new form replaces the contact form and delivers files to the inbox or planning board the office already uses. Phone enquiries go into the same form, filled in by the office. Customers remain owners of their photos and drawings, which are used only for the design and quote. Contractor lists are read in as a separate source.

Short form or detailed questionnaire

A short form brings in more enquiries but forces you to call back. A long questionnaire puts people off. The middle ground is a brief first step with address and purpose, followed by questions that only appear when that type of system needs them. Someone who only wants to supply a garden tap is not asked about crawl spaces and indoor pipe routes.

Customer measures or installer measures

Customers can sketch their roof roughly but cannot measure gutters or judge height differences. For a first indication an estimate is enough. For the final design the installer goes to look. The form makes that distinction visible, so the customer knows a provisional figure may still change after the site survey.

Single enquiries or contractor plot lists

A homeowner asks for one system, a contractor sometimes for a series across a whole block. Plot lists deserve their own input with roof area and outlets per plot rather than dozens of separate forms. One project stays together and the designer sees which plots can share the same design.

Which questions the form asks.

For homeowners the form is ready with roof sketch, points of use, photo upload and a check for missing details, and the enquiry lands straight on the planning board in the same software. We set up your service area together. Two enquiries we try out beforehand: a terraced house with toilet flushing, and a home where the downpipes are at the street side while the tank has to go at the back. Entering contractor lists of homes is switched on when those enquiries arrive.

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What if a customer genuinely does not know the roof area?

They sketch the roof on an aerial photo or choose a house type. That gives a usable estimate for a first indication. The installer measures it properly during the survey. The file records which values were estimated and which measured, so nobody mistakes an estimate for a fixed fact.

Can the form handle questions about existing systems?

Yes. A separate route asks about the tank type, the pump, the age of the system and what is wrong, such as a pump that keeps running or cloudy water in the toilet. The office can then tell apart a new design, an extension and a fault that first needs a service visit.

Are enquiries outside our area rejected automatically?

The form recognises the postcode and can flag that the address is outside your usual area. Whether that enquiry is declined or passed on anyway is your call. For a large project you may travel further, for a single garden tap probably not. You set that rule yourselves and can change it.

How do we handle enquiries that come in by phone?

The office fills in the same form during or after the call. Questions the customer cannot answer stay open, and the customer receives a link to add photos and missing details themselves. Every enquiry comes in through the same route, however the first contact happened.

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 rainwater system installers Being filled in Ready for the call
What you want

Enquiry form for rainwater system installers: roof area, outlets and garden access complete in one go, with photos of downpipes and the consumer unit.

Parts
  • Ask in the customer's language
  • Make missing details visible
  • Hand over to the designer
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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