As a business owner, you fully customize intake forms inside the CRM for each service you offer. A client reaches the form from your website, selects the service they want to book, and sees the intake flow built for that service.
Intake
Dynamic service intake
Build service-specific intake forms that collect the exact variables you need from clients, then use those variables in pricing rules for estimates.
Using a simple UI builder, you define the service variables you need from the client. Each service can ask for different details, so the form collects the exact inputs required to understand and price that job.
For each service, you define custom pricing rules linked to the variables collected on that service intake form. Those service variables become the inputs used when creating estimates inside the CRM.
