Service request form template
Let customers book a technician: what needs fixing or installing, the equipment, photos, when to visit, how to get in and how far to go before calling.
19 questions · about 3 min · logic · file upload · prefill from the link
- No sign-up to start
- Unlimited responses on Free
Is this for a home or a business?
Contact name
Best phone number
The technician calls before arriving.
Email for booking updates
Service address
What you get back
Every response lands in your results the moment it is sent. Turn on email notifications and each one arrives like this, and the same answers become a row in your spreadsheet.
From PulseFormCreator
Subject New response to Book a service call
- Is this for a home or a business?
- Home
- Contact name
- Sione Fifita
- Best phone number
- +61430555287
- Email for booking updates
- sione.fifita@example.com
- Service address
- 7 Banksia Crescent, Ipswich QLD 4305, Australia
- What do you need?
- Repair
and 8 more answers
| submitted_at | Is this for a home or a business? | Contact name | Business name | Best phone number | Email for booking updates |
|---|---|---|---|---|---|
| 2026-09-22T09:41:00.000Z | Home | Sione Fifita | +61430555287 | sione.fifita@example.com |
The first 6 of 30 columns. Export to CSV or Excel, or send each response to Google Sheets, Notion, Airtable, Slack or a webhook as it arrives, all on the free plan. The answers above are made up.
What this form asks, and why
| Question | Why it is there |
|---|---|
| Is this for a home or a business? Required | Business customers see three more questions; households skip them. |
| Contact name Required | Who the technician asks for at the door. |
| Business name Required Only when “Is this for a home or a business?” is Business | Shown to businesses, for the invoice and the site record. |
| Best phone number Required | The technician calls to book, and again on the way. |
| Email for booking updates Required | Where the booking confirmation goes. |
| Service address Required | Where the job is, and whether it falls inside your service area. |
| What do you need? Required | Sets the job length and who you send. |
| What is it? Required | The right parts and skills on the first trip. A product page’s link can choose it. |
| Brand and model | Tells the technician which parts to load. A photo of the data plate answers it too. |
| Serial or asset number Only when “Is this for a home or a business?” is Business | Shown to businesses, for warranty and service history. |
| What’s wrong, or what needs doing? Required | In the customer’s own words, read by the technician on the way. |
| Is it still working? Required Only when “What do you need?” is not Installation | Down or just struggling, without a rating scale. Hidden for installations. |
| How soon do you need us? Required | Sets the schedule, and whether after-hours rates apply. |
| Photos of the fault or the data plate | One photo of the fault or the data plate can answer the brand, model and fault questions at once. |
| When could we visit? | Lets the first phone call confirm a time instead of starting the search for one. |
| Access notes | Gate codes and dogs, before a wasted trip. |
| Account number, if you have one | Contract pricing and history for existing customers. |
| Purchase order number Only when “Is this for a home or a business?” is Business | Shown to businesses; many will not pay an invoice without one. |
| If the job needs more than the call-out, should we: Required | Settles extra cost before the van arrives. |
What we left out
- Card number or payment details. PulseFormCreator takes no payments, and a card number does not belong in a form field. Invoice after the job.
- Installation date. Few customers know it. The serial number or a data-plate photo gives the same answer.
- A marketing opt-in inside the request. Add a separate, unticked box if you want one.
How the form changes as people answer
Most people see a shorter form. These questions and screens only appear when an answer calls for them.
-
When “Is this for a home or a business?” is Business
shows “Business name”, “Serial or asset number”, “Purchase order number”
-
When “What do you need?” is not Installation
shows “Is it still working?”
-
When “How soon do you need us?” is Today, it’s urgent
shows the “If you haven’t called yet, call [number] now” ending
-
At the end
shows one of 2 thank-you screens: “Thanks, …”, “If you haven’t called yet, call [number] now”
Make it yours
-
Link each product page
Add ?equipment=Heating to the “Book a service” button on that page and the equipment is already chosen.
-
Close over the holidays
Set a close time under Settings → Schedule, with a closed message that gives your emergency number.
-
Send jobs to your dispatcher
Connect Slack, or send a webhook to your job system.
Good practice and the law
- US
When a customer asks for a repair visit, the FTC Cooling-Off Rule covers only extra purchases made during the visit. FTC, Cooling-Off Rule
- Australia
Services must be done with due care and skill, and within a reasonable time when no date is agreed. ACCC, consumer guarantees
Questions about this template
What happens when someone needs a technician today?
“Today, it’s urgent” ends the form on a screen that asks them to phone you, because a call reaches a technician faster than a form. Their request still arrives with the rest.
Should customers approve extra costs on the form?
Yes. They pick “call me first” or a limit you set, which saves an argument over the invoice.
Can one request cover several jobs?
Keep it to one job per request, so each has its own photos and cost limit. A customer with two problems sends the form twice.
Does it work for send-in repairs?
Pick “Send-in repair” above the preview: proof of purchase, where to send it back and whether it was repaired before, with no visit questions.
Which form do you need?
The service request form is one of the request forms. If it is not quite the job, one of these may be.
- Maintenance request form template
When a tenant reports a fault the landlord must fix.
- Quote request form template
When the customer wants a price before deciding.
- Appointment request form template
When the customer comes to you, for a time with a person.
Start with the service request form template
Open it in the editor, list the equipment you service, and put the link on your “Book a service” button.
Updated 22 September 2026.