The Client Intake Form is a unique URL you can share with your clients when they are interested in doing a project with you. The short form asks clients for details about their desired project, and asks them to provide any photos of the site if they have them. Completed forms instantly appear in the “Inbox” in your app. The Inbox is in the upper righthand corner of the homescreen. When a client submits a form, their information will appear there, as well as an option to instantly “Create Estimate” off of the information they provided. To send the form to a customer, tap the menu on the upper left, then Client Intake Forms. You will be able to preview the form before you send it. You can then send this URL directly to customers, and even add it to your website.
