What are Sections?
Sections allow you to group related questions together, making your consultation forms easier for both clients and technicians to read and complete. There are two primary types of sections you can add to any form.
Client Details
A preset section that automatically captures essential client record data such as name, email, phone, and address. These are automatically mapped to your CRM.
Custom Sections
Build your own questions, checklists, and sign-off areas from scratch. Use this for specific job safety checks or service-specific data capture.
Best Practices
- Use Client Details at the very start of your form to identify the property.
- Break up long forms into multiple Custom Sections to reduce "form fatigue."
- Add a dedicated Signature section for final sign-offs and legal agreements.
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Mastering Form Fields
Once you've organized your sections, it's time to dive into the specific field types—from short answers to specialized signature areas.
Ready to add fields?
Learn the best use cases for every input type available in our drag-and-drop editor.
View guide: Mastering Form Fields