Get the answers before you turn up.
Intake forms, waivers and checklists you build with a field editor and share as a link, whose answers file themselves against the customer.
What you get
Build intake forms, waivers, and checklists with a simple field editor, share a link, and collect submissions that create contacts automatically.
Build it once
A typed-field editor, so the form asks for a date as a date and a number as a number.
Share it as a link
Send it, put it on your site, or hand it to the crew to fill in on a phone on site.
Submissions become customers
A response creates the contact automatically, with the answers attached to the person.
Better with
Every app you switch on writes to the same customer profile, so these are not integrations you set up. They already know each other.
- Jobs & SchedulingSchedule and dispatch work: a job pipeline, a crew calendar, site addresses, checklists and photos, recurring jobs, and quotes that flow straight into invoices.
- Website & HostingBuild and host a fast, mobile-perfect website. Your first draft of the copy is written for you, quote requests land in your inbox, your reviews show up automatically, and it runs on your own domain.
- Contracts & eSignSend contracts and waivers for signature: reusable templates with merge fields, typed or drawn signatures, and a timestamped audit trail.
More in Field & Operations
See all 27 appsTry Forms & Checklists free for 30 days
It comes with the free Core Workspace underneath it, so you get your customer list, a shared inbox and your team on day one whether or not you keep this app.