Description
Smart Forms for Contractors
Unlike generic form plugins, Smart Forms is built specifically for contractors — turning form submissions into structured leads, quotes, and job pipelines. Capture project details, generate instant ballpark estimates, and manage your entire lead pipeline from WordPress.
Why contractors choose Smart Forms over WPForms, Gravity Forms, or Fluent Forms:
Generic form plugins collect a name and email. Smart Forms collects square footage, material preferences, project photos, timelines, and ZIP codes — then calculates an instant estimate. Your leads arrive pre-qualified with everything you need to close the job.
Professional Quote Forms
- Create unlimited custom forms from the admin dashboard
- Visual field editor – toggle fields on/off, edit labels, set required
- Drag-and-drop field reordering
- Customizable dropdown options for project types, timelines, materials
- Per-form settings: title, button text, success message
- Shortcode with form ID support:
[sfco_quote id="1"] - Works with Elementor, Divi, Gutenberg, and all page builders
Lead Management Dashboard
- View all leads in one place with status badges and urgency indicators
- Click any lead for full detail view with customer info, project details, and photos
- Update lead status: New Contacted Quoted Won Lost
- Search leads by name, email, or phone
- Filter by status with quick links
- Pagination for large lead lists
- Delete leads you no longer need
Instant Ballpark Estimates
- Automatic price range calculation based on square footage and project type
- Configurable estimate rates per form (set your own $/sq ft)
- Customers see instant estimates on submission
- Toggle estimates on/off per form
Email Notifications
- Get notified immediately when someone requests a quote
- Set custom notification email per form (or use admin email)
- Email includes customer name, project details, and dashboard link
Photo Uploads
- Customers can upload up to 5 project photos (max 5MB each)
- Supports JPG, PNG, GIF, and WebP
- View photos directly in the lead detail page
Mobile Responsive
- Works perfectly on phones, tablets, and desktops
- Clean, professional design that matches any theme
Form Builder
- 11 built-in field types: Name, Email, Phone, Project Type, Square Footage, Material Type, Finish Level, Timeline, ZIP Code, Photos, Additional Notes
- Enable/disable any field per form
- Set custom labels and placeholders
- Mark fields as required or optional
- Manage dropdown options (add, edit, remove choices)
- Configure estimate rates per project type
Perfect for:
Drywall contractors, painters, general contractors, remodelers, roofers, plumbers, electricians – anyone who needs to qualify leads and give ballpark numbers fast.
Installation
Automatic Installation (Recommended)
- Go to your WordPress admin dashboard
- Navigate to Plugins Add New
- Search for “Smart Forms for Contractors”
- Click Install Now, then Activate
- Go to Smart Forms All Forms in your admin menu
- A default form is created automatically – click Edit to customize it
- Copy the shortcode
[sfco_quote id="1"]and paste it on any page - Start receiving leads!
Manual Installation
- Download the plugin ZIP file
- Go to your WordPress admin dashboard
- Navigate to Plugins Add New Upload Plugin
- Click Choose File, select the ZIP file, and click Install Now
- Click Activate Plugin
- Go to Smart Forms All Forms to manage your forms
Manual FTP Installation
- Download and unzip the plugin
- Upload the
smart-forms-for-contractorsfolder to/wp-content/plugins/ - Go to Plugins in your WordPress admin and click Activate
After Installation
- Smart Forms All Forms – View, create, and edit your quote forms
- Smart Forms Add New – Create a new custom form
- Smart Forms Leads – View and manage all submitted leads
Using Shortcodes
Each form you create gets its own unique shortcode. Add it to any page or post to display that specific form.
[sfco_quote id="1"]– Display Form #1 (e.g., your Painting quote form)[sfco_quote id="2"]– Display Form #2 (e.g., your Drywall quote form)[sfco_quote id="3"]– Display Form #3 (e.g., your Roofing quote form)[sfco_quote]– Display your first active form (default)
You can find each form’s shortcode in two places:
- Smart Forms All Forms – The shortcode is shown in the list next to each form
- Form Editor – The shortcode is displayed at the top when editing a form
Example: Multiple forms on different pages
- Create a “Painting Estimate” form put
[sfco_quote id="1"]on your Painting page - Create a “Drywall Estimate” form put
[sfco_quote id="2"]on your Drywall page - Create a “General Contractor” form put
[sfco_quote id="3"]on your Contact page
Each form has its own fields, settings, estimate rates, and notification email. Leads from each form are tracked separately in your dashboard.
Quick Start Guide
- After activation, go to Smart Forms All Forms
- Click Edit on the Default Quote Form (or click Add New to create one)
- Toggle on/off the fields you want, edit labels, set required fields
- Configure your estimate rates in the sidebar (price per sq ft)
- Set your notification email and success message
- Click Update Form
- Copy the shortcode shown on the edit page (e.g.,
[sfco_quote id="1"]) - Paste it into any page using Gutenberg, Elementor, Divi, or any page builder
- Visit the page to test your form
- Check Smart Forms Leads to see submissions
- To add more forms, repeat from step 2 – each form gets its own unique shortcode
FAQ
-
Does this replace my contact form?
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Yes. This is a full lead capture system built specifically for contractors. Better than generic contact forms because it collects project-specific details and calculates estimates.
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Can I create multiple forms?
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Yes! Create unlimited forms, each with different fields, settings, and estimate rates. Use different forms for different services (e.g., one for painting, one for drywall).
-
Can I customize the estimate calculations?
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Yes. Each form has its own estimate rates. Go to the form editor and set your price per square foot (min and max) for each project type in the sidebar.
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Where do leads go?
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Saved in your WordPress database. View them under Smart Forms Leads in your admin dashboard. Click any lead to see full details including photos. You also get instant email notifications.
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Can I change lead statuses?
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Yes. Click on any lead to open the detail view, then use the status dropdown to update it (New, Contacted, Quoted, Won, Lost).
-
Does it work with my page builder?
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Yes. Works with Elementor, Divi, Gutenberg, Beaver Builder, WPBakery, and any other builder. Just use the
[sfco_quote]shortcode. -
What about photo storage?
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Photos upload to your WordPress media library. Maximum 5 photos per lead, 5MB each. View them directly in the lead detail page.
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Is it mobile-friendly?
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Completely responsive. Looks professional on phones, tablets, and desktops.
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What shortcode do I use?
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Use
[sfco_quote]to display your default form, or[sfco_quote id="2"]to display a specific form by its ID.
Reviews
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Contributors & Developers
“Smart Forms for Contractors” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Smart Forms for Contractors” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.1.0
- New: Form creation and editing from admin dashboard
- New: Visual field editor with drag-and-drop reordering
- New: Per-form settings (title, button text, success message, notification email)
- New: Configurable estimate rates per form
- New: Lead detail view with full customer and project information
- New: Lead status management (New, Contacted, Quoted, Won, Lost)
- New: Search leads by name, email, or phone
- New: Lead pagination for large lists
- New: Delete leads from detail view
- New: Default form auto-created on activation
- New: Material Type and Finish Level field options
- New: WebP image upload support
- Fix: Database table creation fallback for reliable activation
- Fix: Duplicate database query removed from admin page
- Fix: All WordPress.org coding standards compliance
1.0.0
- Initial release
- Lead capture with instant estimates
- Photo upload support (up to 5 photos)
- Admin dashboard with filtering
- Email notifications
- Timeline urgency tracking
- Mobile responsive design