Client Intake

Get your forms in front of customers and manage what comes back.

Sharing Your Form

Direct Link

1. Open the form
2. Click Share
3. Copy the link
4. Send to customers via email, SMS, or anywhere

Embed on Website

1. Click Share → Embed
2. Copy the embed code
3. Paste into your website HTML

The form appears inline on your page.

QR Code

1. Click Share → QR Code
2. Download the image
3. Add to business cards, flyers, or job sites

Customers scan and the form opens on their phone.

Managing Submissions

Go to Forms → Submissions to see all responses:

• Customer details
• Form answers
• Submission date
• Status (New, Reviewed, Converted)

Reviewing a Submission

1. Click on a submission
2. View all responses
3. Mark as Reviewed when actioned
4. Or click Create Quote to convert to a quote

Auto-Create Customers

Enable in form settings to automatically:

• Create a customer record from submissions
• Link submissions to the customer
• Pre-fill quote details

Notifications

Get notified of new submissions:

1. Open the form
2. Go to Settings → Notifications
3. Add email addresses to notify
4. Choose notification frequency:
   • Instant — Every submission
   • Daily digest — Summary email

Filtering Submissions

Use filters to find submissions:

• By form
• By date range
• By status
• By text search (customer name, answers)