Create and share a public intake form

Public Forms is available on the PRO plan. Office users with Public Forms page access can view forms and responses. Creating requires create permission, editing and token actions require update permission, and archive, unarchive, and permanent deletion require delete permission. Read-only users can view and share; technicians and customers do not manage forms.

Choose the type that matches the result you need:

• New Lead collects Full name, Email, Phone, Service address, and Project details by default. Full name, Email, and Phone are required. Preferred date is available but starts off.
• Estimate Request offers those same six fields. Full name, Email, Phone, Service address, and Project details are required; Preferred date starts off.
• New Customer collects Full name, Email, and Phone. Full name and Email are required.

A form’s type cannot be changed after creation. New Lead and Estimate Request submissions create leads automatically. New Customer submissions go to the Review Queue.

Required fields are always enabled; turning a field off also clears its required setting. Use {{business_name}} in the consent copy to insert your company name. Validation appears when you submit, not while you type, and entered values remain after a failed submit. Cancel closes the builder without creating or changing a form. To edit later, open Manage, then choose Actions → Edit form; the form type remains read-only.

Turning Form enabled off takes every public channel offline without changing the token; turning it back on restores the same links. Rotate token immediately invalidates the old embed, link, and QR code and creates replacements, so republish every channel. Revoke token takes the form offline until you rotate it. Archive form is reversible and keeps submissions. A permanently deleted form and its submissions cannot be recovered. Disabled, revoked, archived, rotated-old, deleted, and invalid tokens all show This form isn’t available without revealing why.

Consent fails closed. The browser may block a missing required control first; server validation then shows inline errors for required fields, email, phone, and a preferred date that is not YYYY-MM-DD, while retaining the visitor’s values. A rate-limit message asks the visitor to wait a moment and try again, and an anti-spam failure says the submission could not be verified and asks them to try again. If the page says This form isn’t available, check the form’s enabled, token, and archive state before sharing a replacement link.

The Result column shows what happened: Lead created for New Lead and Estimate Request forms, Pending review for a New Customer request that still needs a decision, Customer created after approval, or Rejected after rejection. An empty filter result means no submissions match; clear or widen the filters to return to the full list.

Select Approve & create customer to create or link the customer; a duplicate match can expose View customer instead. Reject records a rejection. Delete removes only the submission—an already-created lead or customer remains. If another user already changed the request, refresh the queue and retry from its current state.