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Intake form - Data entry

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Taylor Weisgerber

Is there any way that we could achieve any kind of a customer / work order intake form.

It would really help the small, one person shop businesses, that are looking to grow.

Whether this was implemented in-house, is a link that a customer could be directed to, to fill out their own information in regards to new customer sign up, or work order intake.

If it's not able to be done in house, is there any way that we could create an import option, for a standard form to be brought in from a company's website, and imported to service box?

Thanks guys!

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Mike Schudel

Status changed to: Live

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Mike Schudel

We have a publishable customer intake form that creates a customer/to do now.