Contact Forms is available in the Pro Plan.
Summary
Anyone can request service from the Customer Portal or on your website. To create a contact form, go to Settings/Contact Forms. The form will appear in the log in page in the Customer Portal and you can create a link for your website.
Key Points
Create the form and pick which fields the customer fills out
Set up the auto-reply email the customer gets
Add the form link to your website (optional)
New requests become Leads in your Customers page
From the Top of the Navigation Menu, click Settings. (gear icon)
2. From the Settings Menu, under the heading Company Setup, click on Contact Forms
3. In the upper right of your screen, below the Navigation Menu, click New Contact Form
Form Settings
Name - The name that shows on the link. Use something inviting like Contact Us!
Background Color - Click on the light grey box to the right of Background color. Then use your cursor to select the color you would like to be behind the form.
Button Color - Click on the light grey box to the right of Button color. Then use your cursor to select the color you would like to be the color of the Submit button.
Active - When checked, the form is live and can be used. You can create multiple forms, so you can turn each one on or off.
Use this form in the Customer Portal - When checked, the link to this form shows up next to the Sign In button on the Customer Portal.
Form Fields
Pick which fields the customer fills out. First Name, Last Name, and Address are required. The rest are optional.
First Name - Customer's first name (required)
Last Name - Customer's last name (required)
Address - Customer's address (required)
Email - Email address to reach the customer
Phone Number - Phone number to reach the customer
Notes - A box where the customer can describe their issue or request
Contact Method - How the customer prefers to be contacted (call, text, email)
Scheduling Preference - When the customer prefers service
Informational Messaging Consent - Asks the customer to agree to receive informational texts and emails (like appointment reminders)
Marketing Messaging Consent - Asks the customer to agree to receive marketing texts and emails (like promotions)
Auto-Reply Message
This is the email the customer gets right after they submit the form.
Name - Who the email comes from.
Subject - The subject line.
Message - The body of the email.
Custom CSS - Add custom CSS code to style the form beyond the standard color settings. Leave this blank if you don't have a developer or aren't comfortable writing CSS.
Adding the Form to Your Website
After you create a Contact Form, the name, status, and URL appear in the list.
Right-click the Public link
Copy the link address
Paste the link into your company website wherever you want it to appear
On the portal, click the link to the right of Sign in.
The Contact Form appears with the fields you selected when creating the form. The customer fills out this form.
The drop-down Preferred Response Time offers three choices:
The drop-down Preferred Contact Method offers two choices:
When logged in to the portal, the customer can also click the Contact tab in the Navigation bar to fill out the form.
After the customer fills out the form and clicks the Submit request button, a thank you page appears.
The customer gets an email with the Auto-reply content you entered when creating the form.
An email is sent to the email address in Settings/Company Information.
The system will create this customer with the new status of Lead. This status is available to all plans.
From the Customers page click Leads to see all your leads.
Once the lead becomes a customer update the Status from Lead to Active.