Pest control proposal and quote template: the fields that qualify the job
A pest control quote request worth sending asks nine things: name, contact details, pest type, property type, where the pest has been seen, how long it has been going on, one-off treatment or recurring plan, access notes, and timing. That set turns "have bugs, please call" into a job you can price and route before anyone picks up the phone. The full template is below, field by field, with the reason each one earns its place.
Why does the generic contact form fail pest control?
Because it asks a person staring at a wasp nest to compose prose. What comes back is "have a bug problem, call me," which could be one bait station or a commercial contract, today or eventually. Every one of those needs a discovery call before anyone can act, and the call happens hours later, to a customer who already heard from a company that asked better questions. The fix is not more fields, it is fields with jobs.
Nine fields below. Each one qualifies the job, routes it, or reaches the customer. Anything that did neither got cut.
Which fields belong on a pest control quote form?
| Field | Format | Why it matters |
|---|---|---|
| Name | Text | Your reply goes out in seconds. "Hi Marcus" lands better than "Dear valued customer." |
| Phone and email | Text, both required | Pest jobs book on the phone. The email carries the confirmation; the number carries the booking. |
| Pest type | Dropdown: ants, cockroaches, termites, rodents, wasps or bees, bed bugs, mosquitoes, other | The most valuable field on the form. A termite enquiry and an ant enquiry are different jobs, different techs, and very different invoices. Naming the pest routes the job on arrival. |
| Property type | Dropdown: house, apartment or unit, commercial | Splits residential from commercial at the front door. The restaurant with an inspection due is a contract conversation, not a call-out. |
| Where you have seen it | Dropdown: kitchen, bathroom, roof or attic, crawl space, yard, whole property | Location hints at scale and access before anyone drives out. Mud tubes in the crawl space is a different visit than ants on a windowsill. |
| How long it has been going on | Dropdown: noticed today, this week, over a month, ongoing | Duration is your severity proxy. A month of scratching in the roof is an established problem, and gets priced and scheduled like one. |
| One-off or recurring plan | Two-option choice, plus an "interested in a plan" tick | The field that pays twice: it qualifies this job and flags the customer worth a plan conversation. Plan interest on a one-off enquiry is the cheapest upsell in the trade. |
| Access notes | Short text: pets, gate codes, tenants, crawl space access | Saves the second phone call. A dog in the yard and a locked side gate are cheaper to learn now than on the driveway. |
| Timing | Dropdown: as soon as possible, this week, flexible | Splits the urgent from the flexible, so follow-up effort lands where the urgency is. |
No "how did you hear about us" field, on purpose. Self-reported attribution mostly collects the word "Google." The real channel should attach itself to the enquiry automatically, which is what pest control lead-capture software is for.
Should one-off jobs and recurring plans share a form?
Share a form, yes. Share a path, no. The one-off customer wants a pest gone; the plan customer is making a small ongoing purchase decision. Treat the one-off-or-recurring field as a fork and give each side the version it will actually finish.
Short form, fast promise
- Name, phone, pest, where, timing. Done.
- The instant reply promises a callback window
- A wasp nest does not want a questionnaire
Fuller form, better proposal
- All nine fields; a plan buyer is planning, so they answer
- The reply confirms details and proposes an inspection
- Property, duration, and access feed the proposal itself
Both paths end at the same place: an enquiry your team can act on within seconds of it arriving.
What happens after the form is filled in?
That is the half the template cannot give you. The fields are ordinary; the value is in the machinery around them: the enquiry reaching your team the second it is submitted, the customer getting an immediate reply, and the real channel recorded so you know which marketing produced the job. Lead Source is that machinery, built and embedded for you. The full system is covered in the pest control lead generation guide.
Template questions, answered.
Can I use this template with any form builder?
Yes. The fields are ordinary dropdowns and text inputs, and any form tool can hold them. The machinery around the form, the instant notification, the automatic reply, and the real source recorded on each enquiry, is the part a form builder does not do, and the part Lead Source adds.
Why ask about recurring plans on a quote request?
Because it is qualification and upsell in one field. It tells you whether this enquiry is a single visit or the start of a plan, and it flags the customers worth a plan conversation before anyone calls.
Is this a proposal template I send to customers?
This page covers the intake side: the quote request that gets the job details in the door. The proposal or quote you send back is built from these answers, and the better the intake fields, the shorter the distance to a number the customer can say yes to.
Nine fields, ready to work.
Lead Source builds the form, embeds it on your site, tags every enquiry with its real source, and answers in seconds. The template above is the easy half.
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