Record custom data using
Intake Forms
Create your own custom forms to capture customer intake data tailored specific to your field service (or home service) business needs.
What type of ad money is working
Know Your Ad Sources
Always ask your customers how they heard about you and track that information using customer intake. Then use the intake ad source report to see how various ad sources trend over time.
Where is your ad money working
Know Your Customer Demographics
Use the customer intake by city report to understand what demographic your customers are coming from. Run ads in certain areas and use this report to see how that maps to customer leads for your field service business.
Get the right person to the job
Assign Intake to Employees
Assign intake to the appropriate employees so that estimates get done faster, customer follow-up happens faster, and customer complaints are handled quickly.
