Summary
An Online Booking Form lets new and existing customers request service from you online — no phone call needed. Set up the form once, share the link, and customer requests flow right into Fieldwork.
Key Points
Give each form a clear Name and Description
Pick which Branch new customers should be assigned to
How to Get to Online Booking Forms
In the upper-right corner of your screen, click the Settings gear icon.
Under Company Setup, click Online Booking Forms.
Click Create a New Online Booking Form (or choose an existing one to edit).
Name
This is the title of the form that you and your team will see in Fieldwork. Customers don't see this name — it's just for keeping your own forms organized.
Tip: Pick a name that describes the form's purpose, especially if you plan to create more than one. For example:
General Service Request
Quote Request – Residential
New Customer Signup
Description
This is a short note that appears next to the form's name in the Online Booking Forms List inside Fieldwork. It's another reminder for you and your team — customers don't see this either.
Examples:
"Linked from the homepage – for new customer requests."
"Used on the pest control landing page."
"For quote requests only — does not create a service job."
If you only have one form, you can leave this blank or write something simple like "Main booking form."
Branch
If your company has more than one branch (like different cities, service areas, or business divisions), this setting controls which branch any new customer from this form will be created under.
The default is Main Branch.
Why it matters:
The customer's branch decides which team sees their requests
It affects which branch's company info shows up on their invoices and emails
It controls which staff and pricing rules apply to the customer's account
Example: If you run a pest control business with a North office and a South office, you might create two booking forms — one for each — and set each form's branch to match the corresponding office. That way, requests automatically land with the right team.
If you only have one branch: Leave this set to Main Branch. You don't need to change anything.
Saving Your Form
Once you've filled in the Name, Description, and Branch, click the green Create button in the lower-left corner of your screen. Your form is now ready to be shared with customers.
Cancel Your Form
If you have filled out the Form but do not want it to be shared with customers, click the grey Cancel button at the lower-left corner of your screen
Need more help? Reach out to Fieldwork support, and we'll be happy to walk you through setting up your booking forms.