The Building Blocks of Data
Form fields are more than just boxes; they are the tools you use to capture structured data from your clients and technicians. Choosing the right field type ensures accuracy, saves time on-site, and provides clear, professional documentation for your jobs.
Pro Tip: To change a field type, simply click on the dropdown menu where it says Short answer and select your desired input.
Field Type Breakdown
Short answer
A single-line text field best for brief, specific information.
Pro Tip: Use this for data that fits on one line and doesn't require formatting.
Long answer
A multi-line text area for detailed notes and descriptions.
Pro Tip: Great for capturing 'unstructured' data where technicians need to provide context.
Single answer
Radio buttons that allow clients to select exactly one option.
Pro Tip: Best for mutually exclusive choices where only one option can be correct.
Multiple choice
Checkboxes that allow selecting one or more options simultaneously.
Pro Tip: Use this when the user might need to choose 'All that apply'.
Drop-down
A clean, compact list for choosing one option from many.
Pro Tip: Ideal for long lists of options to save screen space compared to Radio buttons.
Yes or No
A specialized binary choice toggle for quick status updates.
Pro Tip: Fastest way for technicians to verify status-based questions.
Single checkbox
A standalone checkbox often used for individual confirmations.
Pro Tip: Perfect for legal disclaimers or single-point verification.
Description text
Non-input text used for instruction, headers, or context.
Pro Tip: Use this to guide the user through complex parts of the form without asking for input.
Client Details Section
The Client Details section is a powerful preset that automatically maps your intake questions to the customer records in your CRM. This removes decimal entry for your team and ensures your database is always up-to-date.
Auto-Sync Mapping
When you add fields like First Name, Email, or Mobile Number within this section, any information entered by the client will automatically update the core profile in your organization dashboard.
Linking forms to services
Building your form is just the first half. Now, learn how to attach these forms to your services so they trigger automatically during bookings.
Ready to automate?
Learn how to assign your finished forms to specific service categories or individual tasks to ensure consistent intake.
View guide: Linking to Services