Shower Door Quote and Measurement Request Form: Fields That Matter

Overview

A weak shower-door form asks:

Then the office receives:

How much for frameless glass?

A better form helps the company answer:

The form should improve qualification without turning the homeowner into a glazier.

• name;
• phone;
• message.
• What kind of opening is this?
• Is the project ready to measure?
• What does the customer want?
• Are approximate dimensions available?
• Are photos available?
• Is this a homeowner, builder or designer?
• Should the next step be a phone quote review or a measurement appointment?

Field 1: Name

Simple and required.

Field 2: Phone

Useful for appointment coordination and clarification.

Field 3: Email

Useful for:

• quote follow-up;
• design/selection communication;
• appointment confirmation;
• written next steps.

Field 4: Service address

This helps with:

• service-area fit;
• travel;
• property identity;
• measurement appointment.

Field 5: Customer/project role

Useful choices:

Professional partners may need a slightly different follow-up path.

• homeowner;
• builder/remodeler;
• interior designer;
• property manager;
• other.

Field 6: Project type

Possible choices:

• bathroom remodel;
• new construction;
• replace existing enclosure;
• tub enclosure;
• repair/service where offered;
• planning stage;
• not sure.

Field 7: Enclosure preference

Possible choices:

Use only services the company actually installs.

• frameless hinged;
• sliding;
• inline panel + door;
• corner/neo-angle;
• tub enclosure;
• fixed panel;
• framed/semi-frameless where offered;
• not sure.

Field 8: Is the opening ready for final measurement?

Possible choices:

The company should define its own readiness rules.

The form should not invent technical criteria.

• tile/finish complete;
• nearly complete;
• framing/prep stage;
• early planning;
• not sure.

Field 9: Approximate width

Recommended label:

Approximate opening width, if known

Keep it optional.

The customer's number is not the fabrication dimension.

Field 10: Approximate height

Same rule.

Useful for early qualification, not glass ordering.

Field 11: Layout notes

Useful prompt:

Anything unusual about the opening?

Customer can mention:

Do not ask the customer to calculate glass geometry.

• half wall;
• bench;
• angled wall;
• corner;
• knee wall;
• steam enclosure;
• existing door.

Field 12: Glass preference

Only show real options.

Examples:

Do not force a decision at first contact.

• clear;
• low-iron/ultra-clear if offered;
• patterned/obscure if offered;
• not sure.

Field 13: Hardware finish

Examples only if actually stocked/offered:

Final availability belongs to the job/order workflow.

• chrome;
• brushed nickel;
• matte black;
• brass;
• bronze;
• not sure.

Field 14: Door style preference

Possible choices:

Preferences are useful.

The professional workflow confirms whether the design fits the opening.

• hinged/pivot;
• sliding;
• open panel;
• not sure.

Field 15: Timing

Useful choices:

This helps the office avoid scheduling a final measure too early.

• ready for measurement now;
• ready within 1-2 weeks;
• remodel in progress;
• new build;
• planning for later.

Field 16: Photos

A useful set can include:

Photos are context.

They do not replace precision measurement.

1. wide photo of the shower/tub area;
2. opening from the front;
3. curb/threshold;
4. wall/half-wall details;
5. inspiration photo if useful.

Field 17: Approximate budget

Optional.

Some installers find a budget range useful because glass, hardware and configuration can vary.

Others prefer to quote from design.

If used, allow not sure.

Field 18: Builder/designer contact

For professional-partner projects, optionally collect:

Do not make a homeowner fill this in.

• company;
• contact;
• project name.

Field 19: Existing enclosure removal

Ask only if the company actually provides removal.

Options:

• existing enclosure present;
• already removed;
• new opening;
• not sure.

Field 20: Measurement appointment preference

If OneStudio booking is configured for a real measurement service, the form can route qualified customers to booking.

Do not automatically let every lead choose an install date.

What not to ask the customer to calculate

Avoid asking homeowners for:

That belongs after final measurement.

• hinge loading;
• final panel widths;
• out-of-plumb deductions;
• cutout coordinates;
• exact glass order size;
• engineering decisions.

Quote request vs measurement request

These are different stages.

Measurement request vs installation booking

The measurement appointment is customer-facing and predictable.

Installation depends on:

Installation should stay operational.

• final dimensions;
• design approval;
• glass/hardware;
• fabrication/order;
• site readiness.

Use a truthful confirmation message

Safer wording:

Thanks. We received your shower-glass request. Our team will review the project details and confirm the next step, which may include a measurement appointment.

Do not say:

Your custom glass is ordered.

until it actually is.

A compact shower-door intake form

1. name;
2. phone;
3. email;
4. service address;
5. homeowner/builder/designer;
6. project type;
7. enclosure preference;
8. ready for final measure yes/not yet/not sure;
9. approximate width;
10. approximate height;
11. layout notes;
12. glass/hardware preferences;
13. timing;
14. photos;
15. optional builder/designer contact;
16. project notes.

Let the customer describe the project, not engineer the glass

The best intake form collects enough context for the company to choose the next professional step.

It should never make the customer's rough tape-measure number become the glass order.

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