Site enquiry intake setup
Intro
Stages
Checklist
Forms
Visible Tabs
Subtask Configuration
Client Notifications
Escalation Actions
Email Templates
Finish
Form Template
Site Enquiry Form
Required For Completing Stage ?
Select a stage…
ATTACH TO WORKFLOW STAGE
Enquiry received
Quoted
Booked
On site
Invoiced
Add
FORM NAME
ATTACHED ON
ATTACHED BY
ASSIGNED TO
ACTIONS
1. Site Enquiry FormStage - Enquiry received
5/30/2026 5:50:0
Mooketsi Morgan
Any
Remove
2. Quote Acceptance FormStage - Quoted
5/30/2026 6:02:1
Mooketsi Morgan
Category Members
Remove
3. Site Photos & AccessStage - Booked
5/30/2026 6:10:4
Lauren Mokoena
Any
Remove
4. Job Completion Sign-offStage - On site
5/30/2026 6:18:0
Mooketsi Morgan
Category Members
Remove
Edit Form - Site Enquiry Form
Update Form Template
Exit
FORM NAME*
New Customer Sign Up Form
STATUS*
ENABLED
FORM DESIGN i
Full NameIs Mandatory?
Phone NumberIs Mandatory?
Email AddressIs Mandatory?
Services NeededIs Mandatory?
Invoicing
Scheduling
Full CRM
Add 1-Column Row
Add 2-Column Row
Add 3-Column Row
Form Input Pallete - Drag and Drop elements to build your form.
Text Display
Enter text to be displayed
Text
Field Name
Number
Field Name (Number)
File
Field Name
Choose FileNo file chosen
Table Data
Field Name