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Updated on September 29, 2026

Frequently asked questions

What is OpenQuote?

OpenQuote software helps busy tradesmen to qualify their leads quickly and easily, reducing the need for time-consuming site visits and follow-ups.

OpenQuote uses simple self survey tools that help customers to explain their jobs in more detail when compared to standard contact forms on web pages or answerphone messages.

How does OpenQuote gather information about jobs?

OpenQuote asks customers simple questions about their jobs. Unlike website contact forms that ask a fixed set of questions, OpenQuote uses dynamic survey questions that change as the customer completes the survey. Customers can access OpenQuote self surveys by clicking on OpenQuote links or by using OpenQuote’s Smart Contact Form (replacing your existing website contact form).

OpenQuote questions are designed to be easily understood by customers and include clear instructions, explanations and guides.

Customers can describe their jobs by following the questions as well as uploading pictures, videos and documents.

How long do OpenQuote surveys take to complete?

Most OpenQuote surveys can be completed in under 5 minutes. The number of questions varies depending on the service selected, and for more complex, high-value services (like solar panels or air conditioning) it may take the customer up to 10 minutes to answer all the questions asked.

Do customers need to answer every question in a self survey?

No, OpenQuote self surveys are designed to be optional and customers are able to skip questions or return to a survey at a later time. Provided a customer has supplied name and address information, all information submitted is carefully saved and can be completed at a later date. Customers can access their enquiries via a dedicated link that is securely protected via a one-time code.

How long does it take to set up an OpenQuote account for my business?

A standard OpenQuote account can be set live in less than 15 minutes. There are 3 steps you need to take:

  1. Register with an email and password, or sign in using a Google account.

  2. Pick the plan you need, either Standard or Pro (Pro integrates with CRM and work management tools), and provide payment details.

  3. Create a business profile including your address and logo, pick the services you offer and supply details of any qualifications or accreditations you have.

By completing the setup process you’ll then have access to a set of unique URLs for each of the services you offer (as well as a general link that will show all your services) that you can direct your customers to when they wish to submit an enquiry. You’ll also be able to upgrade your website contact form to an OpenQuote Smart Contact Form, which will function just like links.

How do I begin collecting and managing my leads with OpenQuote?

To begin collecting leads with OpenQuote you’ll need to ensure your links or Smart Contact Form are clearly visible to your customers. We recommend you make links available for customers to use in the following ways:

  1. By sending your customers a link (via email, text or WhatsApp) when they contact you asking for a quotation.

  2. By updating your contact form to OpenQuote’s Smart Contact Form on your website.

  3. By adding links to your website, including any landing pages you have for specific services.

  4. By adding links to marketing campaigns, including emails, social media or print marketing (using a QR code), including van signage.

How do I find my unique OpenQuote links?

For a full list of your URLs by service, as well as your generic link, navigate to your Dashboard and select Services and Shareable Links.

How do I get my website contact form upgraded to an OpenQuote Smart Contact Form?

If you would like to have your contact form upgraded to the OpenQuote Smart Contact Form, please send an email to support@openquote.net with the subject line “Contact Form”. A member of the team will reach out to you and will take you through the process of upgrading your contact form.

Does OpenQuote integrate with call answering services?

Yes, OpenQuote Pro is designed to integrate with call answering services and virtual assistants. These integrations ensure that any leads collected by these services are automatically followed up with self surveys for the specific service requested. OpenQuote is an approved partner with MoneyPenny Services. If you’d like to set up integration with virtual assistants, please send an email to support@openquote.net with the subject line “Call Answering”.

Does OpenQuote integrate with CRM and work management tools?

Yes, OpenQuote Pro is designed to integrate with CRM packages and work management tools including ServiceM8, Tradify, Fergus, Zoho and Zapier. If you need us to integrate with other packages not listed, please send an email to support@openquote.net with the subject line “CRM”.

How easy is it for my customers to use OpenQuote?

When a customer opens one of your unique OpenQuote links they’ll be directed to a survey for the service they’ve selected (or, if they’re using your general link, they’ll first see a full list of the services you offer). If you’ve upgraded your website to use OpenQuote’s Smart Contact Form, customers will automatically be directed to the relevant self survey for the service they’ve selected.

Self surveys contain a series of simple questions designed to help the customer provide all the right details for a job or service. Customers are free to provide as much information as they want and the tool will automatically send follow-up messages if critical information is missing. This is often the case when the survey asks for pictures and videos. Sometimes it isn’t convenient to supply pictures right away, so the tool provides customers with a personalized link that lets them add images at a more convenient time. These links are kept secure via a one-time access code that the customer will be sent each time they need to access their enquiry.

Customers are kept up to date on the progress of their request with automated messaging. Tradesmen can also ask the customer for additional information using OpenQuote, and all the responses are then collated so nothing is lost.

Do customers need to download an app when using OpenQuote?

No application downloads are required to use OpenQuote. Customers can access self surveys by simply clicking on links or by adding their details to an OpenQuote Smart Contact Form hosted on your website.

How do I receive my enquiries collected using OpenQuote?

OpenQuote collects all the information related to a job and lays it out clearly in a Jobsheet. Jobsheets are stored in your OpenQuote Dashboard, which you can access by logging in, and you’ll be notified every time a new enquiry is received or when a customer updates an enquiry.

What information is contained in a Jobsheet?

Jobsheets record all of the answers submitted by the customer, as well as any picture, video or file uploads submitted.

Jobsheets also have additional information appended to them automatically, gathered from 3rd-party sources and designed to help tradesmen evaluate the quality or fit of an enquiry in less time.

Examples of appended data include:

  • Google Street View

  • Map, journey time and route

  • Building construction, floor count and size

  • Property value, tenure and purchase date

OpenQuote also offers a number of industry- and service-specific add-ons, including:

  • EPC data

  • Roof satellite images

  • Solar generation capacity and PV panel count estimator

What trades and services does OpenQuote support?

OpenQuote is designed for all types of trades and is constantly adding new service lines. OpenQuote’s most popular trades include:

  • Electricians

  • Renewables installers (EV, solar PV, battery)

  • Plumbers

  • Heating engineers

  • Solid fuel specialists

  • Gardeners

I can’t see my trade listed, but I’d like to start using OpenQuote

If you’re interested in working with OpenQuote but don’t see your trade mentioned, just send an email to support@openquote.net with the subject line “New Trade” and tell us what trade you need adding. We’ll get back to you to let you know when we’ll be launching OpenQuote for your specific service.

Need free help setting up?
Give us a call, we can help with:

Integrating with your existing website

Connecting with external CRMs

Follow our blog to learn about best practices

Book your call now

Need free help setting up?
Give us a call, we can help with:

Integrating with your existing website

Connecting with external CRMs

Follow our blog to learn about best practices

Book your call now

Need free help setting up?
Give us a call, we can help with:

Integrating with your existing website

Connecting with external CRMs

Follow our blog to learn about best practices

Book your call now