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Home / Business Add-Ons / Smart Request Forms
Lead-capture add-on

Smart Request Forms

A plain contact form collects a name and a shrug. A smart form asks the right questions, routes each lead to the right place, and kicks off instant follow-up — so every inquiry arrives organized, qualified, and already moving.

Plain contact form transforming into a structured, auto-routed request form
0
leads sitting unread in an inbox
The leak

A basic form captures a lead — then leaves you all the work.

Name, email, “message.” Now you’re playing phone tag to learn what they actually need, where they are, and how urgent it is — while the lead cools off. A smart form gathers all of that up front and puts it to work the second they hit submit.

5 min
Is the follow-up window
Respond within five minutes and you’re far likelier to win the job — a plain form rarely makes that possible.
50%+
Of leads never hear back fast
When a form just lands in an inbox, the follow-up waits until someone happens to check it.
3+
Calls to pin down the details
A bare-bones form means rounds of phone tag to learn what they need — slower quotes and more chances for the lead to drift away.
What you get

Forms that do the legwork

Smart, conditional questions

Forms adapt as people answer — asking only what matters, so leads arrive qualified, not vague.

Automatic routing

Each submission goes to the right person, location, or pipeline stage based on the answers given.

Instant follow-up on submit

A confirmation to the customer and an alert to you fire the moment they hit send — no lead waits.

Everything in one dashboard

Every submission lands beside your leads, reviews, and campaigns — no separate inbox to babysit.

In the real world

Where a smart form really shines

Real moments where the right questions and instant routing turn a plain inquiry into a job that’s already moving forward.

Home services

The emergency call at 9pm

A burst pipe form asks “Is this an emergency?” and the service address. Flag it urgent, text the on-call tech instantly, and auto-reply to the customer — you’ve won the job before a competitor even reads their voicemail.

<5 min
to first response
Quotes & estimates

A quote-ready request, not a guess

A remodel form asks for project type, budget range, timeline, and photos, then routes big jobs straight to the owner. You quote from real detail instead of a dozen back-and-forth texts.

2x
faster quotes sent
Multi-location

Right branch, every time

One form, several locations — a customer picks their city and the lead routes to that branch’s inbox and calendar automatically, with no central bottleneck sorting it by hand.

0
leads sent to the wrong place
How it works

We wire it. Leads arrive ready to work.

1

We design the questions

The exact fields and logic your business needs to qualify and route a lead the first time.

2

We wire the routing & alerts

Submissions route to the right place and trigger instant confirmations, alerts, and follow-up.

3

Leads arrive ready to work

Every inquiry shows up organized, qualified, and already moving — no phone tag to get started.

Better together

Put every captured lead straight to work.

Smart forms gather the lead and its details. These take it from there — booking, tracking, and following up automatically.

Sales Pipelines & Workflows Drop each submission onto the right pipeline stage. Marketing Automation Kick off instant, on-brand follow-up on submit.

Stop letting leads slip away.

Add Smart Request Forms to any plan. It plugs into the same dashboard, so every recovered lead shows up right alongside the rest.

Purchase