Seasonal Service & Contracting Client Fit Assessment Assessment Seasonal Service & Contracting FitFirst NameLast NameEmail AddressPhone NumberBusiness NameCurrent WebsiteBusiness Type- Select -Snow Removal & Winter ServicesLawn Care and LandscapingPool MaintenanceConstruction and RoofingHoliday Light InstallationOtherCurrent customer request & booking workflowHow do customers currently request or book services? Email Phone PDF order form Spreadsheet Text message / WhatsApp Website form Existing ecommerce site OtherBriefly describe your current ordering processHow often do repeat buyers reorder?- Select -WeeklyBi-weeklyMonthlyOccasionallyNot sure yetDo buyers often reorder the same products? Yes No Not sureBuyer approval and pricingDo buyers need to be approved before seeing pricing? Yes No Not sureDo different buyer types get different pricing? Yes No Not sureWhich buyer types do you sell to? Residential homeowners Property managers / property management companies Landlords / rental property owners Industrial / warehouse properties Builders / general contractors Municipal / public-sector organizations OtherDescribe any pricing groups, discounts, or special buyer terms you currently useService structure & pricingHow do you usually sell or price your services? One-time service / single job Recurring weekly service Recurring biweekly service Recurring monthly service Seasonal contract / package Annual service agreement Hourly labour Fixed-price job Price based on property size / area Quote required before booking Custom pricing by customer or property Not sureDo you use minimum order rules? Yes No Not sureDescribe your minimum order, Service types, or quantity rulesHow should customers normally start a service request? Book and pay online immediately Request a quote first Both direct booking and quote requests, depending on the service Phone/email is still part of the process Not sure — I want MDH to recommendOperations and staff workflowDo multiple staff members or crews need their own access to manage assigned jobs, schedules, or customer requests? Yes No Not sureDo service requests or bookings need your approval before they are confirmed, scheduled, or paid? Yes No Depends on the service Not sureWho inside your business handles customer requests, scheduling, and service delivery? Owner / operator Office / administrative staff Sales / estimating staff Scheduler / dispatcher Crew leader / supervisor Field technicians / service crews Customer service staff Bookkeeper / billing staff OtherWhich business workflows would you like the website/system to help manage? Customer inquiry / service request Quote request and estimate follow-up Online booking / scheduling Recurring service scheduling Customer reminders / notifications Online payment Invoice / pay-later workflow Staff / crew assignment Internal job notes / handoff Customer follow-up / CRM Customer segmentation Seasonal service renewals / reactivation Service-area or location-based requests Not sureProblem, urgency, and package-fitWhat are the biggest problems with your current customer-service or booking process? Too much manual admin Customer requests come through too many channels Too much back-and-forth before confirming a job Quoting takes too much time Scheduling is difficult to manage Customers miss appointments or service windows Recurring services are hard to organize Staff / crew handoff is messy Hard to track customer or service history Payments or deposits are difficult to collect Customers do not have a clear online booking / request process Follow-up with past customers is inconsistent Other Seasonal renewals / reactivation are difficult to manage Not sureHow soon would you want to improve this workflow?- Select -As soon as possibleWithin 30 daysWithin 60–90 daysLater this yearJust researchingWhich package do you think may fit best? Starter Growth Advanced Not sure — I want MDH to recommendAnything else we should know before recommending a package?Submit Form
