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Get the answers before you turn up.

Quote requests, intake forms and waivers that fill in your customer list, land in one inbox and tell you how they are doing.

An example quote request form for a landscaper, on its second step: the kind of work, a follow-on question about paving, and two photos attached, with a new response just added to contacts.

Every question you need to ask.

Dates, addresses, photos, a signature and more, or start from a template like a quote request or a waiver.

An example of the builder's menu for adding a question: short answer, multiple choice, dropdown, date, address, file upload, signature and rating.

Only the questions that apply.

Show a question only when an earlier answer calls for it, so nobody wades through what is not about them.

An example rule in the builder: the question about paving is shown only when the person picked paving above it.

Every response, in one place.

Responses arrive in their own inbox, and your team gets an email they can answer straight back to the person.

An example responses inbox: views for inbox, unread, starred and archived, and the latest quote requests, two of them unread.

Know how it is doing.

How many people opened it, started and finished, how long it takes, and where they came from.

An example of a form's insights over 30 days: views, how many started, responses, the share who finished and how long it typically takes, and where people came from.

What Forms & Checklists does

The small things that get a form filled in.

  • Anywhere you share itIts own link, a QR code, or one line of code on any website.
  • Straight to their profileA response with an email or phone number creates or updates the customer's profile.
  • Where they came fromA hidden value fills itself in from the link, like ?source=instagram.
  • Files and signaturesPhotos and documents up to 25 MB each, and a signature drawn with a finger.
  • Closes when you are fullStop taking responses on a date, or after as many as you can handle.
  • In your lookEight themes and four layouts, including one question at a time.

Before you start

Can I put a form on my website?

Yes. Paste one line of code on any site and the form fits itself to the page. It also has its own link and a QR code, and can live at forms.yourbusiness.com.

Will my team hear about new responses?

Everyone with access to Forms gets an email, as their own notification settings allow, and you can add other addresses. A reply to that email goes straight to the person who filled it in.

Does a response create a customer?

When it has an email or phone number, yes. It creates their profile, or adds to the one you have, filling in only what is missing unless you choose to overwrite.

Can people send photos?

Yes. Photos, PDFs, documents and spreadsheets up to 25 MB each, and up to ten on one question.

Can I get my responses out?

Yes. Download them as a spreadsheet file (CSV) whenever you like.

Ask once. Get the whole answer.

Book a demo

We set it up around your business. Free for 14 days.

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