Start with your workflow
Choose the information you need instead of forcing your business into an industry-specific form.
Custom quote software for any service business
Build a quote-request workflow around the way you work.
ClientForth is not limited to a fixed industry list. Customize the services, questions, required details, photos, and estimate workflow for nearly any business that prepares quotes for customers.
No credit card · Keep your current website · You approve every estimate
A more useful first inquiry
Ask for the details your service business needs.
Replace one open-ended message box with focused questions that help you understand the work and prepare the next conversation.
- Your own services and customer-facing labels
- Custom questions, choices, measurements, and notes
- Conditional fields for different types of work
- Contact details, location, timing, budget context, and files
Customer photos stay with the request
Illustrative form preview. No information is submitted.Intake to approved work
Keep every step in one focused workflow.
Keep every answer organized
Customer details, attachments, estimate drafts, and decisions remain connected to one opportunity.
Adapt as your services change
Add services and questions as your business grows without rebuilding your website form from scratch.
- 1Request received
- 2Details checked
- 3Estimate reviewed
- 4Customer follows through
AI assistance with human control
Prepare faster without giving up judgment.
ClientForth can organize submitted details and prepare an estimate draft from your approved services. You verify the job, adjust the scope and price, and approve the final estimate before it reaches the customer.
- Uses your service catalog
- Highlights missing information
- Keeps assumptions visible
- Never sends an estimate without approval
Frequently asked questions
ClientForth for other service businesses
What if my industry is not listed?+
You can still use ClientForth. Start with a general request form, add your services, and customize every question for the work you quote.
Can different services ask different questions?+
Yes. Visibility rules can show relevant questions based on the service or answer a customer selects.
Can customers send photos and project files?+
Yes. Add attachment fields when photos or supporting files help you understand the request.
Do I have to use AI-generated estimates?+
No. AI assistance is optional. You control your catalog, scope, pricing, estimate review, and final send decision.
Can I use ClientForth without changing my website?+
Yes. Link to the hosted request form or add it to your existing website using the provided installation options.
Make the next inquiry count
Build a better quote workflow for your service business.
Start free for 14 days. No credit card required.