Dynamic service intake
Create configurable service forms, collect client details, and turn every request into a tracked booking.
Field-service CRM for quote-to-cash operations
Interdatum CRM
Intake, estimate, schedule, complete, invoice, and collect payment from one focused operating system.
Bookings / HG-1048
Maya Chen
Booking #HG-1048 • Hull Cleaning
Work Needed
✓Deposit$64.00 paid
WorkReady
InvoicePending
Booking Information
EditableNameMaya Chen
Emailmaya.chen@example.com
Phone604-555-0188
Service DateJune 4, 2026
Service TypeHull Cleaning
Boat Size34 ft
LocationCoal Harbour Marina, Vancouver BC
Prepare Invoice
PDF readyBalance due$604.00
Hull Cleaning34 ft @ $18.00/ft$612.00Travel allowanceFixed$28.00
Interactive demo
Try the intake to estimate to invoice flow.
Select a Service
Choose the service that best fits your needs to get started.
CRM capabilities
Built around the actual service workflow.
Estimate and deposit workflow
Generate branded estimates, send portal links, and collect deposits before work is scheduled.
Scheduling and field teams
Assign workers, manage availability, and keep active jobs visible from a focused operations dashboard.
Client portal and payments
Give clients one place to view status, PDFs, photos, invoices, and Stripe-powered payments.
Service builder
Build services, intake steps, and pricing rules in the CRM.
Services / Hull Cleaning
Dynamic services
Create a service, intake form, and pricing rules.
Create New StepVessel Details
Tell us about the vessel and where it is located.
Step 01
Vessel Details
Visible to the client during intake.
LabelWaterline condition
TypeSelect
OptionsLight growth, Moderate growth, Heavy growth
FAQ
Common setup questions.
How do I set up the intake form?
- Open Services in the CRM and create a service for each job type you offer.
- Add intake steps and fields for the details you need from clients, then connect pricing rules where needed.
- Use Settings to copy your tenant intake form URL and share that link with clients from your site, ads, emails, or messages.
Can each tenant have a different intake form?
Yes. Services, form steps, fields, pricing rules, branding, and links are tenant-scoped.
Where do new intake requests go?
Submitted intake forms become bookings in the CRM so admins can review the request, create an estimate, collect a deposit, schedule work, and invoice the client.
Can I update the form after sharing the URL?
Yes. The URL stays the same while the CRM uses the latest active service and intake configuration.