> ## Documentation Index
> Fetch the complete documentation index at: https://support.jomioz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Request forms

> Every question type, booking rule, and publish check on Settings → 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**).

## Share

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](/settings/schedule)                                  |
| 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**.
