Intake forms
Turn service request forms into quote-ready leads.
Interdatum gives service businesses embeddable intake forms that collect the exact job details needed to quote, estimate, schedule, invoice, and get paid.
Operational pain
What breaks before Interdatum
- Website forms collect generic contact details but miss the variables needed to price the job.
- Operators rebuild estimates from texts, photos, calls, and spreadsheet notes.
- Different services need different questions, but the form is one-size-fits-all.
- Lead details are not connected to estimates, deposits, scheduling, invoices, or payments.
Connected workflow
How the flow works
- Create service-specific forms inside the CRM.
- Embed the intake form on the business website.
- Collect details such as square footage, photos, vessel information, vehicle condition, access notes, or urgency.
- Use those variables to support estimate creation and pricing rules.
- Keep the request attached to the client, job, estimate, invoice, and payment history.
Best for
Service businesses that need this workflow
- Service businesses with custom quote inputs.
- Operators replacing Google Forms, spreadsheets, and text-message intake.
- Businesses that want website leads to become structured CRM records.
Free onboarding
Want this workflow for your service business?
Create a CRM with email and password, configure your business basics, and start shaping intake, estimates, deposits, scheduling, invoices, and payments around your operation.