New inquiry sheet — the printable intake for when the phone rings
One page for the moment a job starts. It holds who called, the five questions that decide if the job is quotable, and a date to follow up.
This is a blank new inquiry — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.
New Inquiry
These are shared with the invoice and quote generators and the template packs, too — nothing here is sent to us. See or clear all your saved details on the free tools page.
Every sheet below is ready to print as-is — just press ⌘/Ctrl + P. Fill in the business name and contact line above and every sheet on this page updates — or just press ⌘/Ctrl + P, every sheet below is ready to print as-is.
How to use this sheet
Fill in the top the moment the call ends — name, number, and how they found you, while it’s all still in your head. An hour later you’ll remember roughly what the job was and not the phone number.
Ask the five questions in one go rather than trickling them out over a callback or two — responding to a new inquiry covers why all five in one message beats spreading them across three, and the wording to use if you’re typing instead of talking is in the new-inquiry template pack.
Once you’ve got real answers instead of a guess, work out what the job actually has to bill before committing to a number — the minimum job price calculator counts the drive and setup time this sheet doesn’t have room for.
The bottom two rows are what stop an inquiry turning into a job you meant to follow up on. A rough price and a visit date go in as soon as they exist; the outcome gets filled in once you know it. Won, lost, or never replied — that last box is the one worth being honest in.
Common questions
Do I need to fill in every field before I hang up?
What if I can’t give a rough price on this call?
Why track how they found me?
What happens to this sheet once the job’s quoted?
Keep reading
One sheet works. Six jobs at once is where paper stops.
This sheet is genuinely free to reuse forever — print it as many times as the job needs. BizBinder is for the point after that: when the same client, job, and invoice details need to live somewhere they can’t be left behind on a job site, and the follow-up they’re waiting on doesn’t depend on you remembering which pile it’s in.
You are on the list.
A person reads every request. You will hear from us within one business day.
- 01 A person reads your note — not a queue.
- 02 You get an invite as spots open.
- 03 Your admin starts filing itself.
The free library is open while you wait. Nothing in it needs an account.
- guide Responding to a new inquiry Everything else in this stage assumes this reply is right.
- tool Minimum job price & travel-time calculator Count the drive, the setup, and the paperwork. The tool shows what a small job must bill to hit your rate. It also shows if your planned quote is above or below that.
- tool Lead source check Enter what each source of enquiries won, cost, and took. The tool shows the win rate, the revenue, and the cost per won job for each source. It ranks them from cheapest to most expensive.