How one business used Formidable Forms to create an instant online quote form. And cut admin workload by 25%.
Editor’s note: If a tree falls in the forest and nobody is there to hear it, did it still make a noise? Of course it did. It’s just more fun to hear the noise. That’s how it is with Formidable Forms case studies. Every day, our community of Formidable Forms users are building solutions and forms that solve real-life problems for businesses. Sharing the stories can benefit us all. Here’s a look at how a window cleaning business in the UK cut administrative workload by 25% with an instant online quote form using Formidable Forms as a WordPress calculator plugin.
The Problem
iSparkle Window Cleaning is a reputable, growing business in Chester, England. Richard Lee, owner of iSparkle, had a common problem that came along with recent rapid expansion: new loads of admin work generated by web visitors. Implementing a more efficient system made perfect sense to accommodate the rapid expansion.
Richard approached his developer with the need for an online quotation and booking system to be built along with a complete overhaul of the iSparkle website. Richard’s new system needed to calculate complex variables and return a personalized quotation for each customer. The form needed to be easy to use with clearly understandable options. A responsive, "mobile-friendly" user experience was essential.
Beyond complex calculations was the need for automated customer service emails associated with form submissions and bookings.
The Solution
The mobile quote form.
iSparkle offers residential cleaning services, so the form calculations needed to focus on the type and size of the property. The form calculation is based on five major factors: the type of home, number of bedrooms, property features, and garage door and gutter cleaning options. Property features that affect the price include an extension, conservatory, or high windows. A calculation based on square footage could also be used.
Advanced Online Calculator
Dynamic calculations return accurate figures to present to potential clients. The calculated quote is included in email messages and passed onward to booking forms.
Richard admits that the calculations took a bit of figuring out. Even though they were complex, Formidable Forms had the functionality and flexibility to make it work.
"We had very specific needs, and simpler form building systems simply couldn't achieve the results" he says. "My web developer showed me the possibilities that Formidable offered and I was sold!"
Form calculation is performed in a hidden field.Increasing Form Conversions by Cultivating the Customer Relationship
Richard’s primary goal for the iSparkle Window Cleaning form is to convert web-generated leads into happy customers. As such, this form is about more than just online quotations. Richard needs to be able to communicate with the customer after form submission with tailored emails to help maximize conversion rates.
After form submission, visitors see their quotations on a redirect page that utilizes a shortcode to display the customized price. Visitors can then book immediately. They also receive a friendly email quote, useful in case they don’t book immediately. The email contains their unique quotation details and a link to allow them to book online at any time.
When a booking is made, the iSparkle admin team gets an email linking to another form which allows them to schedule a service date. That form automatically emails the customer informing them of the date and giving details of how to reschedule if needed.
When form is submitted, an instant online quote is produced. The instant quote is displayed with the use of a shortcode.The Benefits of An Instant Online Quote Form
A year after the Formidable Forms quote and booking solution was added, Richard reports that it cut admin staff workload by around 25%. Time spent answering phone calls and working out prices is a fraction of what it used to be. His office team can now focus more on growing the business. Marketing campaigns focus on driving traffic to direct online signups. Richard also implemented additional forms for use by call center staff. The forms contain a full script so even the newest staff member can easily use them.
Conclusion
Streamlining and refining business processes often involve automation to reduce manual tasks. iSparkle automated much of the quote and booking process to save time, and improving the customer experience.
Read more of our calculator blog posts
Formidable Forms provides complex calculations and email routing to help with the process. Check out the Form Action Automation Add-on for even more email automation and scheduling appointment reminders.
My chalenge is to built one by using a listing with products where the users could be able to multiselect more than one product his interested to get a quote
I am gussing I could use conditional logic, multiple selection criteria.
suggestiins and comments are welcome