Form & Survey Automations

All-in-one EARN GP Toolbox software

Included in Lite & Pro Versions

If you don't feel comfortable having a booking calendar, having a website form for your local service business can be the next best thing when it comes to efficiency. Instead of relying on phone calls, texts, or emails to gather information, a website form allows customers to submit their details online. This means no more playing phone tag or sorting through a cluttered inbox. The form acts like a digital assistant, collecting all the necessary information in one place and making it easy for the business owner to manage.

For the local service business owner, the benefits are clear. The website form streamlines the process of receiving and organizing customer requests. Whether it's inquiries, service requests, or feedback, having a structured form ensures that the right information is captured every time. This not only saves time but also minimizes errors and misunderstandings. Moreover, the collected data can be easily accessed and analyzed, providing valuable insights into customer needs and preferences. In essence, a website form is like having a 24/7 receptionist that not only takes care of administrative tasks but also contributes to a more organized and efficient workflow for the local service business.

Form & Survey Features

Forms are great for gathering information from prospective clients if you don't have the calendar booking system activated. The client can fill out the form with their pertinent information so you can contact them to schedule a bid or service.

  • Forms: Forms can be integrated on any website platform. You can create unlimited number of forms and customize them to fit your needs.

  • Surveys: Surveys are longer forms that can be single or multiple pages. You can create unlimited number of surveys and customize them to fit your needs.

Introduction to our Forms & Surveys Features

Images From Demo Forms & Surveys

Set-Up Configuration Options:

  • CRM Integration: The contact information from the form or survey creates a contact in the CRM. The additional information you ask in the form is set up as custom fields and is also added to your contact's information in the CRM.

  • Hidden Information: You can add hidden information to any form or survey that gets included in the contact's information. The contact will never see this information. For example, you can include promo information if that form is specific to a certain promo.

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