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Form Builder

Capture lead details with smart, mobile-friendly forms.

What It Does

Build custom intake forms that collect exactly the information your team needs before showing up to a job. Forms work perfectly on phones, submit data straight to your dashboard, and trigger follow-up sequences the moment a lead fills one out.

Benefits

  • Collect job-specific details (square footage, problem type, photos) upfront
  • Mobile-optimized so leads can fill them out from anywhere
  • Auto-route submissions to the right team member
  • Trigger instant follow-up texts and emails on every submission

How It Works

  1. 1You choose which fields you need and we build your custom form.
  2. 2The form goes live on your website, landing pages, or as a standalone link.
  3. 3Every submission flows into your dashboard and kicks off automated follow-up.

Best For

General ContractingRoofingPaintingFlooringReal EstateInsurance

Frequently Asked Questions

Can I add custom fields to my forms?
Yes. You can add text fields, dropdowns, checkboxes, photo uploads, and more. Every form is tailored to the information your team needs for each type of job.
Where do form submissions go?
Submissions flow directly into your dashboard where your team can view, sort, and respond to them. You also get an instant notification by email or text for every new submission.
Do the forms work on mobile phones?
Yes. Every form is designed mobile-first so customers can fill them out easily from their phone. They load fast, look professional, and work on any device or browser.

Ready to add Form Builder?

Get a free automation blueprint tailored to your business. We will show you exactly how Form Builder fits into your workflow and what results to expect.

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