Service intake
Turn website requests into quote-ready job records
Build a different intake form for each service and collect the measurements, photos, access details, timing, and scope your team needs to quote the work.
Use this when
Where this workflow fits
- Each service needs its own questions and supporting details.
- Pricing depends on measurements, quantities, selections, condition, or location.
- Your team currently reconstructs requests from forms, calls, texts, and photos.
Inside Interdatum
What the CRM handles
- Create or duplicate a service in the CRM.
- Build the form in ordered steps with the fields that service requires.
- Publish the tenant intake URL or embed the form on your website.
- Receive a structured lead and job file with the submitted answers attached.
- Use those answers in pricing rules and estimate preparation.
Good fit
Teams likely to use it
- Businesses that quote custom work
- Services with different intake requirements
- Teams replacing generic web forms
Free to start
Build this workflow around your operation
Signup is open. Create your CRM, choose your currency, configure your services, and turn on only the workflow pieces your business needs.