Get more requests and spend less time reviewing them

It’s easier than ever to get the right info from clients without the extra back-and-forth.

The new request form improvements help you get more client submissions by only asking the questions that matter, create a professional first impression with brand-matched colors, and save time reviewing requests since every form is tailored to capture the exact details you need.

• Multiple forms: Build multiple forms to customize intake by service, channel, or client type. If you use Receptionist, use a custom request form to train it on the questions that matter most. This keeps conversations shorter and more likely for clients to complete.
• Brand colors: Match your forms to your brand for a consistent, professional look.
• Form pagination: Break up long forms into simple steps so clients don’t get overwhelmed.
• New question types: Boolean (Yes/No or True/False), Area, Numeric Entry and Multi-select Dropdown
• Drag-and-drop form builder: Quickly create a new form by using drag and drop to rearrange and add new questions.
• Smarter duplicate detection: Requests now use better checks to determine if the client or property already exists, making it easier to prevent duplicates. Plus, address fields now use Google Autocomplete to speed up entry, match requests to existing properties, and reduce errors.
• And more!

To learn more about Request Forms, visit our Help Center.