A form that does something the moment it's submitted.
Quote request forms, new-patient intake, event registrations, satisfaction surveys — each submission creates or updates the contact, tags it, notifies you, and starts the follow-up that fits. No spreadsheet, no copying.
From your site, a text link, a QR code on the truck.
Fields map straight onto the contact, tagged by form.
Push, text or email — your choice.
No inbox diggingConfirmation, booking link, or a call task for you.
Every form is a leadWhy this matters for a business like yours
A contact form that emails you and disappears isn't a system, it's a hope. Forms here are connected: the fields you ask for become fields on the contact, the form they used becomes a tag, and submitting triggers whatever should happen next — a booking link, a nurture sequence, a task to call back within the hour.
Surveys are forms with steps and logic — ask one question at a time, branch on the answer, and score the result. That's what a proper new-patient intake, a job-qualifying quiz, or a post-service satisfaction check looks like. They work on your website, in a text, or as a standalone page you can put on a QR code.
Forms & Surveys, in full
- ✓Drag-and-drop forms — any field type, file uploads for photos of the problem, e-signature.
- ✓Multi-step surveys — with conditional logic — the next question depends on the last answer.
- ✓Fields map to the contact — no retyping; what they enter is what you see on the record.
- ✓Instant notifications — push, text or email to the right person.
- ✓Triggers follow-up — each form kicks off its own sequence, booking link or task.
- ✓Embed anywhere — your site, a landing page, a text link, a QR code.
- ✓Pre-filled for known contacts — returning customers don't retype their details.
- ✓Spam protection — built in, without a captcha your customers have to solve.
From discovery call to live
List what you need to know
For each type of inquiry, what would you ask first? That becomes the form.
We build and connect
Forms on the site, intake on the booking page, and the follow-up for each.
Watch the submissions arrive as contacts
Not emails. Contacts, tagged, in the pipeline, with the follow-up already running.
What it looks like in three businesses
'Get a roof estimate' form with photo upload. Submission creates the lead, texts them a booking link for the inspection, and tasks you if they don't book in a day.
New-patient intake sent by text after booking — insurance, history, consent, signature — done before they arrive.
Free-clinic registration collects player grade and parent contact, confirms by text, and reminds the day before.
Straight answers about Forms & Surveys
Can customers upload photos?
Yes — file upload fields work on phones, and the files attach to the contact.
Can I collect signatures?
Yes, on forms and on documents — consent forms, service agreements, estimates.
Can I put a form in a text message?
Yes. Every form has a link; send it in any text or automation.
Related features
Want Forms & Surveys running by next week?
On Done-For-You we build it from a 20-minute call and show it to you live before it goes on. On Self-Serve it's in your account today.
Usage for calls, texts, emails and AI actions is billed to your card at cost. No contracts. Cancel any time.