Engage

Forms that ask the right question next

Conditional logic means a homeowner answering "roof" never sees the kitchen questions. And a customer can answer with a video instead of typing.

4.8 out of 5 on G2

838 reviews across four platforms

Free migration from your current tool

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What it does

Forms in practice

Capture the answer, including on video

  • 01

    Ask only what applies

    Show or hide any field based on earlier answers, with four operators and rule groups matching all or any condition. Long intake forms get short.

  • 02

    Video and file answers

    A customer can record a video or upload a photo straight from the form: a homeowner showing the damage beats a homeowner describing it.

  • 03

    Put it where they already are

    Embed inline on a Quickpage, on your own website, as a floating button, or as a modal. The submission lands in the same place regardless.

  • 04

    Answers become records

    Map fields onto your contact custom fields so a submission updates the record rather than sitting in a separate table. Route entries to an email or straight onto a list.

  • 05

    Finish on your terms

    Show a confirmation message or redirect to a page of your choosing: a booking link, a thank-you video, a next step.

What changes

Why teams turn this on

  • Completion goes up because the form is shorter for each person
  • A photo or video arrives with the inquiry instead of after three emails
  • Submissions update the contact record automatically
Availability

Forms are included on the Team plan.

See what your customer sees

Start free in a few minutes, or have us walk you through it against your own process.

No contract on Essential. Free migration from your current tool.