Request forms

Open Settings → Request forms. A published form is a public link. Submissions land in Requests. The same published form also shows in Client Hub for a customer who is already signed in.

Create, publish, archive

New form asks for a form name. Customers see that title on the public page, in Client Hub, and on the request your team receives. You can change it later. Max 180 characters.

Template	What it starts with
Request form	Contact details, notes about the work, and photos
Online booker	Contact, services from the price book, and an appointment

Status	Effect
Draft	You can edit it. The public link does not accept submissions
Published	The public link is live, and the form can show in Client Hub
Archived	The form leaves the list. Public links and Client Hub stop taking new submissions. Requests you already have stay

Duplicate copies the form as a draft. Unpublish takes a live form back to draft. Publishing changes on a form that is already live applies immediately to anyone opening the link or the embed. Before publish, the form needs a way to reach the customer (Email or Phone) and a name (First name and Last name, or Company). The Share tab (and Share & settings in the editor) has three links:

Public form link is the URL anyone can open. It exists only after you publish.
Client Hub direct link opens this form inside Client Hub for a signed-in customer.
Website embed is an iframe you paste on your site.

You can also put the public link on a button, a Google Business profile, an email signature, or a social bio.

Question types

Add fields from the panel. A question can be Required. Help text is the hint under the question. Form layout is One section per step or Single long page. Removing a section deletes its questions. That cannot be undone.

Question	What the customer does	Effect
First name	Types their first name	Needed, with last name, unless you ask for a company instead
Last name	Types their last name	Same
Company	Types a business name	For commercial customers. Counts as their identity at publish
Email	Types an email	Needed at publish if there is no phone
Phone	Types a phone number	Needed at publish if there is no email
Short text	One line	A short answer
Long text	A paragraph	They describe the job in their own words
Dropdown (one answer)	Picks one choice you wrote	You add the choices
Checkboxes (several answers)	Picks any number of choices	You add the choices
Number	Types a number	For a count, such as how many radiators
Yes / no	Picks yes or no	A single choice
Date	Picks a date	A date only. This is not a bookable time
Address	Types where the work is	Saves the visit address. Travel-aware booking and the service area use it when those are on
Area / size	Types a measurement	Floor area, run length, and similar
Upload images	Adds photos	Up to 10 photos of the problem
Lead source	Picks how they heard of you	Options are the lines you type, one per line
Marketing consent	Opts in	They must agree before you market to them. You write the consent sentence
Services & pricing	Picks priced items from the price book	Required before Instant quote can publish. Attach at least one active pricing form
Book an assessment	Picks a time for a look at the job	Fixed length, set as Duration (minutes) on this question
Book a service visit	Picks a time for the work	Length comes from the services they picked

A form can have only one booking question. It cannot have both Book an assessment and Book a service visit.

Instant quote

On Share & settings, Instant quote creates a public estimate when they submit, if they picked priced items. They can open it and pay.

Setting	Effect
Create public estimate on submit	The submission becomes an estimate they can open
Offer deposit checkout after submit	After submit they see Pay deposit. This stays off until Instant quote is on
Percent of quote	The deposit is a percent of the estimate. It cannot be more than 100
Fixed amount	The deposit is a set amount, greater than zero

Without a Services & pricing field that has at least one priced item, they will not see an estimate or a payment link.

Online booking

On the Request forms page, Let customers book online is the master switch. Off means open times do not show, even on a form that has a booking question. Customers can pick a time only when both of these are true:

Business hours has at least one open day
At least one team member accepts online bookings

Each form’s Booking availability (under Share & settings) only unlocks after you add a booking question.

Setting	Effect
Earliest availability	The first slot can be any time today, or at least 1, 2, 4, or 8 hours from now, or at least 1 day from now
Offer start times every…	15, 30, or 60 minutes. This is the public form. It is separate from Find a time for your team
Days ahead customers can book	How far the calendar goes, from 1 to 120 days
Use company Find a time defaults	The gap between jobs follows Schedule → Find a time
No extra buffer	Appointments can sit back to back
Fixed buffer between visits	You set the minutes between visits
Drive time (max travel)	A slot is offered only when the drive from the previous job stays inside the max drive minutes

Slots only fall inside business hours. An address on the form is optional, but without it travel and service-area filtering cannot use the job location.

How soon you should reply

Request first-response SLA is hours for High, Medium, and Low. The defaults are 4, 24, and 48. A request past its window shows as overdue and under Needs attention, and the Requests list shows a timer. The staff alert when a window is missed is Notifications → Work request SLA overdue.

Estimates

Jobs and visits

Scheduling

Invoicing

Customers and settings

Settings

Create, publish, archive

Question types

Instant quote

Online booking

How soon you should reply

​Create, publish, archive

​Share

​Question types

​Instant quote

​Online booking

​How soon you should reply

Create, publish, archive

Share

Question types

Instant quote

Online booking

How soon you should reply