Categories:
Client Intake Forms
Cost Estimator
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