Software Solutions: Forms & Survey Builder

Qualify Leads Before You Ever Pick Up the Phone

Not every inquiry is a good fit, and spending 20 minutes on a call only to find out someone is outside your service area is time that could have gone to an actual job. Forms & Survey Builder lets you put smart intake forms on your website, landing pages, and booking flows that collect exactly the right information upfront: service type, location, urgency, and budget range. By the time a lead hits your inbox, you already know whether it's worth pursuing and what the job roughly looks like. For busy home service business owners, this is the difference between chasing every inquiry and focusing only on the ones that matter.

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7M+

AI Voice Calls

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179M

Appointments Booked

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7.3B+

Leads Generated

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$5.2B+

Sales Facilitated in 2025

CAPTURE LEADS

Ask the Right Questions. Get the Right Leads.

The builder is drag-and-drop, and the field options go well beyond a basic name-and-email box. You can build multi-step forms that feel like a conversation, walking a visitor through a few simple questions before they ever reach a submit button, which keeps completion rates high and gives you richer information on every lead. And once a form is submitted, the platform doesn't just collect the data and stop there. It can automatically tag the contact, notify the right team member, trigger a follow-up message, or move the lead into your pipeline based on how they answered.

  • Drag-and-drop form builder: create and customize forms without any technical skill, and embed them anywhere in minutes

  • Multi-step forms: break a long intake into short, easy steps to reduce drop-off and gather more detail from serious leads

  • Conditional logic: show or hide questions based on previous answers, so the form stays relevant and doesn't waste anyone's time

  • File & photo uploads: let customers attach a photo of the issue before you arrive, so you know what you're walking into

  • Automated triggers on submission: the moment a form comes in, fire off a confirmation text, assign a task, or move the lead into your pipeline automatically

  • Survey builder: follow up after a completed job with a satisfaction survey to catch issues early and gather testimonials

  • Spam filtering: built-in protection keeps junk submissions out of your inbox so your lead list stays clean