Free local business tool
Customer enquiry checklist builder
Create an editable intake checklist for cleaning, plumbing, electrical, HVAC or landscaping enquiries.
Your result
Complete the form to get started.
Turn an enquiry into a usable handoff
Choose a trade to get a short checklist covering contact, location, scope and the next action. Add your own questions, then copy, download or print the result. This creates a staff template; it does not collect customer submissions.
Collect the details that change the next step
A cleaning request needs scope and frequency. A repair request needs the customer's description and relevant equipment details. Check service coverage before collecting a long history, and distinguish a requested slot from a confirmed appointment.
Can this replace an assessment?
No. The template organises an enquiry; a qualified person determines diagnosis, suitability, urgency and pricing. Use your business-approved escalation procedure. Do not ask callers to test hazardous equipment.
Where is the information stored?
Your entries stay in this page's memory until you leave or reload. The tool sends no form data to a server and uses no local storage. Downloaded or printed copies remain under your control.