FormsPro
Creating Forms
Build custom forms with the drag-and-drop builder
Build forms to collect exactly the information you need.
Creating a New Form
- Go to Forms
- Click New Form
- Give it a name (e.g., "Quote Request")
- Start adding fields
Form Builder
Drag fields from the left panel into your form:
Field Types
| Field | Use For |
|---|---|
| Text | Short answers (name, address) |
| Email addresses (validated) | |
| Phone | Phone numbers |
| Textarea | Long answers (job description) |
| Dropdown | Choose from options |
| Radio | Single choice |
| Checkbox | Multiple choices |
| Date | Date picker |
| File Upload | Photos, documents |
| Signature | Digital signature |
Field Settings
Click a field to configure:
- Label — Question text
- Required — Must be filled in
- Placeholder — Hint text
- Help text — Additional instructions
- Default value — Pre-filled answer
Form Settings
Click Settings to configure:
- Confirmation message — What the customer sees after submitting
- Redirect URL — Send them to a page after submission
- Notification email — Get notified of new submissions
- Auto-create customer — Create a customer record from submissions
Preview and Test
- Click Preview
- Fill out the form as a customer would
- Submit to test
- Check the test submission in Forms → Submissions
Saving
Click Save to save your form. It's not live until you publish it.
Click Publish to make it available via link or embed.