Form · Order
Service order form template
Built for trades and field services that need more than a name and a phone number before they can quote or book a visit. Business customers are asked for a company name and purchase order, and anyone who picks the emergency option gets a safety check and a call-back ending instead of a date picker. Access notes and photos come before the timing question, so an emergency order still reaches the on-call team with everything they need.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Hi there. Tell us about the job and we'll get it planned.
First, who should we contact about this order?
Is this for your home or for a business?
What's the company name?
Do you have a purchase order number or quote reference?
What kind of work do you need?
Describe the job in a few sentences.
Where will the work take place?
Anything we should know about getting in and working on site?
Got photos of the problem or the space? Add up to five.
How soon do you need us?
Is anything unsafe right now, such as a gas smell, flooding or exposed wiring?
Which date would suit you best?
Which times work for a visit?
Endings
Order received ✅
We're on it
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Single select
Short text
Short text
Single select
Long text
Address
Long text
File upload
Single select
Yes / No
Date
Multi select
What this template uses
- Contact info
- Single select
- Short text
- Long text
- Address
- File upload
- Yes / No
- Date
- Multi select
- 6 branches
- 2 endings
Questions to consider
- Which services do you actually offer, and should any of them lead to their own follow-up questions?
- Do you take emergency work, and who is on call to phone those customers back?
- Which details change your price, such as area size, number of units or access at height?
- Do business customers need a purchase order before you can invoice them?
- Should customers upload photos, and will someone look at them before the visit?
How to use the responses
Sort new orders by urgency first: emergencies need a phone call, not an email. For planned work, check the description and photos to decide who to send and what to bring, then reply with a confirmed date and price so the customer knows the order is accepted. Keep the purchase order number with the job so the invoice matches what the business expects.
How to customize and share it
- 1Replace the list of services with the work you do, and add a short description where two options could be confused.
- 2Rewrite the emergency ending with the real response you can promise, or remove the emergency option if you don't offer one.
- 3Share the link from your website's booking page or embed the form there, then test both the home and business paths.
Frequently asked questions
What should a service order form include?
Who the customer is, what work they need, where it will happen, when they want it done and anything that affects access. Photos and a purchase order number help when you need to quote or invoice a business.
What's the difference between a service order and a service request?
A request asks whether you can help. An order describes specific work the customer wants done, which you then confirm with a date and price.
Does a submitted order mean the job is booked?
Not in this template. The ending tells customers you'll confirm the date and price, so nobody assumes a slot is held before you've checked.
Can I take orders for more than one type of service?
Yes. The service question lists each kind of work, and you can add a branch so one of them, such as installations, gets its own follow-up questions.