Cost Estimator
To send your client form link to your prospective clients, you’ll want to tap the menu (three horizontal lines icon in the upper left corner of your Home screen), and then on the Client Intake Forms heading. Copy the link from there!
Join us in the tutorial below to learn more about how to use the Client Intake Forms to gather details about your clients’ project needs!
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.
There are two common reasons why client intake forms might not appear in your inbox:
1. If you manage multiple accounts, verify you’ve shared the correct intake form link. Each account has a unique form link, and forms must be submitted through your specific account’s link to route properly.
2. Forms may not appear if clients skip required sections. Specifically, if clients don’t complete the construction-related prompt that generates questions, or if they submit a form with no answers in the Q&A section, these are considered incomplete and won’t show in your inbox. Please confirm your clients have completed all required sections.
If you are still running into any issues, connect with us here: https://www.simplywise.com/support
Currently, only one Client Intake Form link per account is supported. You can customize this link and share it on your website. If you need additional links, you will need a separate account with a different phone number and subscription.
Use a QR code generator like [https://www.qr-code-generator.com](https://www.qr-code-generator.com) to create a QR code for your client intake form.