Construction and installation: Enquiry form for sun-shading installers
An enquiry form for sun-shading installers that asks for facade dimensions, mounting position and power supply, so the adviser knows what to expect before the survey.
What makes an enquiry complete for sun-shading installers.
An enquiry to sun-shading installers often contains nothing but a wish: screens for three windows at the front. Whether the frames sit in brickwork, timber cladding or uPVC, whether there is room above the window for a cassette and whether there is power outside all stay unknown. The adviser drives out, finds the windows are on the second floor and a ladder will not do, or that the homeowner wants a motor with no power point anywhere near. The result is a second visit or a quote full of caveats.
Enquiry form for sun-shading installers
Example- 1
Situation and shading wish
DoneThe form first asks what the customer wants to achieve and which type they have in mind, with the option of not knowing yet.
- 2
Check mounting and power
In progressThe customer says whether there is space above the opening, what the wall is made of, and whether there is an overhang or gutter above.
- 3
Request ready for the adviser
NextThe enquiry arrives as an overview per opening, with photos, sizes, floor level, wall material and power situation.
From form to assessed enquiry.
Situation and shading wish
The form first asks what the customer wants to achieve and which type they have in mind, with the option of not knowing yet. Then each window or door gets a short description: type of opening, rough width and height, and which floor. Anyone without measurements can send a photo with a tape measure in shot.
Check mounting and power
The customer says whether there is space above the opening, what the wall is made of, and whether there is an overhang or gutter above. For motorised options, the form asks about an outdoor socket or power point nearby and whether a cable already runs outside. Unknown answers simply stay open as questions.
Request ready for the adviser
The enquiry arrives as an overview per opening, with photos, sizes, floor level, wall material and power situation. Missing information that affects the survey, such as the floor, is flagged at the top. The scheduler can see at once whether an access platform or a longer slot is needed and which samples the adviser should bring.
Enquiries in one place, not the inbox.
Sun-shading companies receive enquiries by phone, email, a website form and sometimes via a supplier or a comparison site. The new form brings those into one overview, or forwards them in a structured format to the office inbox. Survey appointments then go into the existing calendar or schedule. Photos and sizes stay with the enquiry and carry through to the quote, so the adviser never has to ask for them twice.
Customer measurements or rough estimates
Asking customers to measure gives a first impression, but the width of a window frame is not the same as an installation dimension. Asking only for an estimate is more honest and stops customers assuming the quote is based on it. A photo with a tape measure in shot is often the most useful: the adviser sees the situation and judges it.
Ask about power or leave it
Many customers do not know whether there is power on the facade or how a cable would get inside. Yet that decides whether a motor is straightforward or needs an electrician. A simple question with yes, no or not sure as answers is enough to prepare the adviser without putting the customer off.
One form for homes and businesses
An office block with dozens of windows or an owners' association wanting a whole facade fitted needs different information from a homeowner with a terrace. A separate route for commercial and larger requests, with questions about contacts, building access and quantities, keeps those enquiries from sitting in the general queue.
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Read the storyWhich questions the form asks.
The enquiry form is ready with sizes, floor level, wall material, space above the opening and power situation per opening, plus photo upload and an overview for the office. Together we try it on a request for ground-floor screens and on a harder case: a drop-arm awning on the third floor with no outdoor power. A separate route for commercial enquirers can be switched on later, and the survey appointment is booked from the same enquiry.
View pricingHosting and careGood to know.
Explore pricing and optionsCan customers send photos of their facade?
Yes, per opening. We ask for a photo of the window with the area above it and, if possible, a tape measure in shot. The adviser can then see beforehand whether there is a soldier course, lintel, overhang or gutter that affects mounting. Photos stay with the enquiry until the quote is settled.
What if a customer does not know which type of shading they want?
They choose not sure yet and describe what they want to achieve, such as less heat or more privacy. The form then focuses on the situation. The adviser talks through the options on site and brings samples and examples of several types.
Can repair requests come in separately from new enquiries?
Yes. A separate repair or service option asks about the existing product, the supplier if known, the type of motor or control and what has gone wrong. That request goes to the service engineer rather than the adviser, with different questions from a new installation enquiry.
Do comparison site leads end up in the same overview?
If such a site forwards leads by email or in a fixed format, they can be read into the same overview. Sizes and photos are often missing. The customer can then receive a short link to fill in the gaps through the form, so the adviser does not have to call round first.
What often connects to this.
- Website for sun-shading installersA website for sun-shading installers that explains folding-arm awnings, screens, shutters and control options well enough for visitors to see what suits their facade and how they live.
- Quotation software for sun-shading installersQuotation software for sun-shading installers that builds the price from type, size, fabric, controls and mounting height, based on what was surveyed on site.
- AI enquiry assistant for sun-shading installersAn AI enquiry assistant for sun-shading installers that answers questions about controls, remotes and wind sensors from approved manuals and passes faults on to your service team.
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.
WhatsAppinfo@vorlyo.com Enquiry form for sun-shading installers: facade sizes, window type, floor level and outdoor power gathered before the adviser comes out to survey.
- Situation and shading wish
- Check mounting and power
- Request ready for the adviser