1Overview#
For loft conversion companies. Customers choose the conversion type and what the room is for, the house type, roof shape, head height, floor area, extras, whether they have plans and when they want to start, with photos of the house and inside the loft.
Attic and attic conversions: type of conversion, what the room is for, house type, roof shape, head height, floor area, extras, plans and photos.
2What your customers are asked#
The form has 2 steps plus photos, then sending. Everything below can be renamed, hidden or made optional in Settings → Form fields.
Tell Us About Your Attic
| Question | Type | Options & notes |
|---|---|---|
| Type of conversionRequired | Pick one | Roof windows onlyDormerHip to gableMansardNot sure, advise me Hint shown: "Roof windows only is the simplest. A dormer or hip to gable adds more head room and floor space." |
| What will the room be for?Required | Pick one | BedroomBedroom with bathroomHome officePlayroom / living spaceStorage boarding only |
| House typeRequired | Pick one | DetachedDuplex / semi-detachedTownhouse / row houseSingle-story home |
| Roof shapeRequired | Dropdown | Pitched (gable ends)Hipped (sloping ends)Mostly flatNot sure |
| Head height at the highest pointOptional | Dropdown | Under 2.2 m (7.2 ft)2.2 to 2.4 m (7.2 to 7.9 ft)Over 2.4 m (7.9 ft)Not sure Hint shown: "Measure from the top of the floor joists to the underside of the ridge." |
| Is there a water tank in the attic?Optional | Pick one | YesNoNot sure |
| Where could the new stairs go?Optional | Pick one | Above the current stairsFrom a bedroomNot sure, advise me |
| Attic floor areaOptional | Size (typed or drawn) | M² or ft², typed; hint shown: "Roughly the length × width of the attic." |
| Anything else?Optional | Pick several | En-suite bathroomJuliet balconyBuilt-in storageExtra roof windowsHeating / radiators Hint shown: "Pick all that apply." |
| Do you have plans or permission?Optional | Pick one | Not yetI have drawingsPlans approved |
| Have you spoken to your neighbors about the work?Optional | Pick one | YesNot yetNot sure it applies Hint shown: "Shared walls usually need a party wall agreement." |
| Budget rangeOptional | Pick one | Under $30,000$30,000 to 50,000$50,000 to 80,000Over $80,000Not sure yet |
| When would you like to start?Required | Pick one | As soon as possibleIn 3 to 6 monthsJust getting prices |
Photos of Your Attic & Roof
Photo tiles: House and roof from outside, Inside the attic, plus extra photos. Tip shown to customers: Tip: a photo of the house and roof from the street, plus one or two from the attic hatch if it's safe to look in.
Your Contact Information
| Question | Type | Options & notes |
|---|---|---|
| Full NameRequired | Short answer | |
| WhatsApp / PhoneRequired | Phone | Local numbers are turned into international format automatically |
| Email AddressOptional | ||
| Property AddressRequired | Address + map | |
| Preferred Survey DateOptional | Date picker | |
| Preferred TimeOptional | Pick one | Morning (9–12)Afternoon (12–4)Evening (4–8)Any time |
| Anything else we should know?Optional | Long answer |
Why these questions
- Head height at the highest point decides if the loft is suitable as it is.
- Conversion type and room use set the scale (a bedroom with bathroom is a bigger job).
- Plans or permission tells you how far along the customer is.
- Timeline shows ready buyers.
3Set it up#
- In your dashboard, open Business details, choose Loft Conversion as your industry and save. Your loft conversion form is ready straight away, with the settings below in Settings.
- Settings → Form fields: remove conversion types you don't build.
- Settings → Page texts: explain in the FAQ that planning rules depend on the area and the type of conversion.
Recommended theme: Professional
A loft conversion is a big investment. Professional's structured form sets a serious tone.
4Page texts#
These starter texts are loaded with the niche. Make them yours in Settings → Page texts.
| Text | Starter wording |
|---|---|
| Banner title | Get a Free Attic Conversion Quote |
| Banner text | Tell us about your attic and what you'd like it to become, and we'll book a survey and send you a quote. No obligation. |
| Tagline | Dormers · Roof Windows · Hip to Gable |
| Header badges | Free Quote | No obligation Design to Finish | One team throughout Free Survey | Measured on site |
| Why choose us | Dormer, hip to gable and roof window conversions Bedrooms, bathrooms and home offices Help with drawings and permissions A clear timeline before we start |
Make them yours
- Show photos of finished lofts as your banner.
- Mention design help and drawings if you offer them.
5Reading a request#
Each request opens with a quick assessment: coloured flags for what matters most in this trade.
- Conversion: Dormer, Hip to gable, Mansard is flagged as a bigger or more valuable job.
- Head height: Under 2.2 m (7.2 ft) is flagged as needing attention (cost, access or risk).
- Room: Bedroom with bathroom is flagged as a bigger or more valuable job.
- Timeline: As soon as possible is flagged as a bigger or more valuable job.
- Plans: shown for quick reading.
- Photos: green when every photo tile is filled, amber when only some are.
- Survey: highlighted when it is today or tomorrow, so you can plan quickly.
- Neighbors: Not yet is flagged as needing attention (cost, access or risk).
What to look at first
- Head height under 2.2 m is flagged: it may need roof changes.
- Dormer, hip to gable or mansard are flagged as bigger projects.
- Bedroom with bathroom adds plumbing.
- Plans approved means a customer who's ready.
Statuses for this niche
New · Contacted · Quote sent · Survey booked · Completed · Lost / declined
6Pricing your quote#
Give a range from type and size, then a full quote after a survey.
- A typical range per conversion type and floor area.
- Add bathrooms, balconies and extra windows.
- Include design and permission help if you offer it.
- Final price after measuring.
These are ways to think about price, not market prices. Use your own costs and local rates.
7Messages to customers#
Your quote message is filled in automatically when you send a quote on WhatsApp. This is the starter template (Settings → Page texts):
Range and survey
8Get more requests#
- Work with architects and estate agents.
- Share before-and-after stories with your link.
9Launch checklist#
- Conversion types you don't build removed.
- Planning wording in the FAQ.
- Send one test request from your phone and check it arrives by WhatsApp and email.
Need the general setup steps? See the main user guide.